IWP
Insight Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
10,555
+267
| +3% | +$58.6K | 0.9% | 19 |
|
|
2025
Q1 | $1.96M | Buy |
10,288
+157
| +2% | +$29.9K | 0.33% | 25 |
|
|
2024
Q4 | $2.22M | Sell |
10,131
-980
| -9% | -$215K | 0.3% | 22 |
|
|
2024
Q3 | $2.07M | Buy |
11,111
+1,226
| +12% | +$228K | 0.41% | 24 |
|
|
2024
Q2 | $1.91M | Buy |
9,885
+1,284
| +15% | +$248K | 0.33% | 19 |
|
|
2024
Q1 | $1.55M | Buy |
8,601
+797
| +10% | +$144K | 0.27% | 24 |
|
|
2023
Q4 | $1.19M | Buy |
7,804
+2,718
| +53% | +$413K | 0.21% | 26 |
|
|
2023
Q3 | $647K | Buy |
5,086
+887
| +21% | +$113K | 0.13% | 41 |
|
|
2023
Q2 | $547K | Buy |
4,199
+635
| +18% | +$82.8K | 0.13% | 47 |
|
|
2023
Q1 | $368K | Buy |
3,564
+1,060
| +42% | +$109K | 0.08% | 41 |
|
|
2022
Q4 | $210K | Sell |
2,504
-100
| -4% | -$8.4K | 0.16% | 54 |
|
|
2022
Q3 | $294K | Sell |
2,604
-10
| -0.4% | -$1.13K | 0.28% | 45 |
|
|
2022
Q2 | $278K | Buy |
2,614
+2,450
| +1,494% | +$261K | 0.21% | 46 |
|
|
2022
Q1 | $535K | Sell |
164
-10
| -6% | -$32.6K | 0.3% | 38 |
|
|
2021
Q4 | $580K | Buy |
174
+100
| +135% | +$333K | 0.11% | 40 |
|
|
2021
Q3 | $243K | Buy |
74
+6
| +9% | +$19.7K | 0.13% | 49 |
|
|
2021
Q2 | $234K | Hold |
68
| – | – | 0.12% | 48 |
|
|
2021
Q1 | $210K | Sell |
68
-40
| -37% | -$124K | 0.1% | 49 |
|
|
2020
Q4 | $352K | Hold |
108
| – | – | 0.22% | 41 |
|
|
2020
Q3 | $340K | Buy |
+108
| New | +$340K | 0.32% | 37 |
|