GWANC
Guardian Wealth Advisors (North Carolina)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
52,098
+5,886
| +13% | +$1.29M | 0.8% | 28 |
|
|
2025
Q1 | $8.79M | Buy |
46,212
+2,772
| +6% | +$527K | 0.7% | 31 |
|
|
2024
Q4 | $9.53M | Buy |
43,440
+3,513
| +9% | +$771K | 0.75% | 30 |
|
|
2024
Q3 | $7.44M | Buy |
39,927
+5,653
| +16% | +$1.05M | 0.79% | 23 |
|
|
2024
Q2 | $6.62M | Buy |
34,274
+900
| +3% | +$174K | 0.77% | 24 |
|
|
2024
Q1 | $6.02M | Sell |
33,374
-318
| -0.9% | -$57.4K | 0.74% | 22 |
|
|
2023
Q4 | $5.12M | Sell |
33,692
-1,105
| -3% | -$168K | 0.78% | 22 |
|
|
2023
Q3 | $4.42M | Buy |
34,797
+3,317
| +11% | +$422K | 0.75% | 25 |
|
|
2023
Q2 | $4.1M | Buy |
31,480
+1,401
| +5% | +$183K | 0.7% | 21 |
|
|
2023
Q1 | $3.11M | Buy |
30,079
+64
| +0.2% | +$6.61K | 0.55% | 21 |
|
|
2022
Q4 | $2.52M | Sell |
30,015
-1,417
| -5% | -$119K | 0.48% | 25 |
|
|
2022
Q3 | $3.55M | Buy |
31,432
+2,178
| +7% | +$246K | 0.66% | 18 |
|
|
2022
Q2 | $3.11M | Buy |
29,254
+28,184
| +2,634% | +$2.99M | 0.57% | 18 |
|
|
2022
Q1 | $3.49M | Sell |
1,070
-124
| -10% | -$404K | 1.5% | 13 |
|
|
2021
Q4 | $3.98M | Buy |
+1,194
| New | +$3.98M | 1.71% | 11 |
|