HSWS
Higgins & Schmidt Wealth Strategies’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $551K | Sell |
2,510
-25
| -1% | -$5.49K | 0.3% | 31 |
|
2025
Q1 | $482K | Sell |
2,535
-22
| -0.9% | -$4.19K | 0.28% | 29 |
|
2024
Q4 | $561K | Buy |
2,557
+29
| +1% | +$6.36K | 0.35% | 28 |
|
2024
Q3 | $471K | Hold |
2,528
| – | – | 0.3% | 32 |
|
2024
Q2 | $489K | Buy |
2,528
+11
| +0.4% | +$2.13K | 0.35% | 30 |
|
2024
Q1 | $454K | Sell |
2,517
-149
| -6% | -$26.9K | 0.33% | 31 |
|
2023
Q4 | $405K | Buy |
+2,666
| New | +$405K | 0.33% | 30 |
|