IWS
Insight Wealth Strategies’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
26,884
-122
| -0.5% | -$26.9K | 0.75% | 31 |
|
|
2025
Q1 | $5.14M | Sell |
27,006
-805
| -3% | -$153K | 0.69% | 33 |
|
|
2024
Q4 | $6.1M | Buy |
27,811
+265
| +1% | +$58.1K | 0.82% | 28 |
|
|
2024
Q3 | $5.13M | Buy |
27,546
+347
| +1% | +$64.7K | 0.68% | 35 |
|
|
2024
Q2 | $5.26M | Buy |
27,199
+52
| +0.2% | +$10K | 0.75% | 28 |
|
|
2024
Q1 | $4.9M | Sell |
27,147
-1,533
| -5% | -$277K | 0.72% | 32 |
|
|
2023
Q4 | $4.36M | Sell |
28,680
-738
| -3% | -$112K | 0.7% | 28 |
|
|
2023
Q3 | $3.74M | Buy |
29,418
+895
| +3% | +$114K | 0.72% | 25 |
|
|
2023
Q2 | $3.72M | Sell |
28,523
-97
| -0.3% | -$12.6K | 0.71% | 24 |
|
|
2023
Q1 | $2.96M | Buy |
28,620
+3,000
| +12% | +$310K | 0.58% | 26 |
|
|
2022
Q4 | $2.15M | Buy |
25,620
+2,036
| +9% | +$171K | 0.42% | 32 |
|
|
2022
Q3 | $2.51M | Hold |
23,584
| – | – | 0.47% | 29 |
|
|
2022
Q2 | $2.51M | Buy |
23,584
+22,372
| +1,846% | +$2.38M | 0.47% | 29 |
|
|
2022
Q1 | $3.95M | Buy |
1,212
+44
| +4% | +$143K | 0.58% | 28 |
|
|
2021
Q4 | $3.9M | Buy |
1,168
+42
| +4% | +$140K | 0.56% | 27 |
|
|
2021
Q3 | $3.7M | Buy |
1,126
+17
| +2% | +$55.8K | 0.52% | 28 |
|
|
2021
Q2 | $3.82M | Sell |
1,109
-546
| -33% | -$1.88M | 0.54% | 27 |
|
|
2021
Q1 | $5.12M | Buy |
1,655
+173
| +12% | +$535K | 0.69% | 23 |
|
|
2020
Q4 | $4.83M | Buy |
1,482
+8
| +0.5% | +$26.1K | 0.82% | 22 |
|
|
2020
Q3 | $4.64M | Sell |
1,474
-161
| -10% | -$507K | 0.86% | 22 |
|
|
2020
Q2 | $4.51M | Buy |
1,635
+192
| +13% | +$530K | 1% | 22 |
|
|
2020
Q1 | $2.81M | Sell |
1,443
-1,877
| -57% | -$3.66M | 0.75% | 22 |
|
|
2019
Q4 | $6.14M | Buy |
3,320
+43
| +1% | +$79.5K | 1.3% | 17 |
|
|
2019
Q3 | $5.69M | Buy |
3,277
+490
| +18% | +$851K | 1.34% | 17 |
|
|
2019
Q2 | $5.28M | Buy |
2,787
+505
| +22% | +$956K | 1.29% | 18 |
|
|
2019
Q1 | $4.06M | Buy |
2,282
+258
| +13% | +$459K | 1.14% | 19 |
|
|
2018
Q4 | $3.04M | Buy |
+2,024
| New | +$3.04M | 0.93% | 19 |
|