IWA
Inspirion Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
13,816
+2,767
| +25% | +$607K | 0.4% | 27 |
|
|
2025
Q1 | $2.1M | Buy |
11,049
+801
| +8% | +$152K | 0.29% | 33 |
|
|
2024
Q4 | $2.28M | Hold |
10,248
| – | – | 0.32% | 33 |
|
|
2024
Q3 | $1.91M | Sell |
10,248
-58
| -0.6% | -$10.8K | 0.27% | 38 |
|
|
2024
Q2 | $1.99M | Buy |
10,306
+82
| +0.8% | +$15.8K | 0.3% | 37 |
|
|
2024
Q1 | $1.84M | Buy |
10,224
+127
| +1% | +$22.9K | 0.3% | 38 |
|
|
2023
Q4 | $1.51M | Buy |
10,097
+618
| +7% | +$92.7K | 0.27% | 43 |
|
|
2023
Q3 | $1.2M | Buy |
9,479
+23
| +0.2% | +$2.92K | 0.24% | 47 |
|
|
2023
Q2 | $1.23M | Buy |
9,456
+1,127
| +14% | +$147K | 0.24% | 44 |
|
|
2023
Q1 | $860K | Buy |
8,329
+118
| +1% | +$12.2K | 0.17% | 56 |
|
|
2022
Q4 | $690K | Sell |
8,211
-2,840
| -26% | -$239K | 0.15% | 65 |
|
|
2022
Q3 | $1.25M | Sell |
11,051
-261
| -2% | -$29.5K | 0.28% | 36 |
|
|
2022
Q2 | $1.2M | Buy |
11,312
+10,810
| +2,153% | +$1.15M | 0.26% | 37 |
|
|
2022
Q1 | $1.64M | Buy |
502
+31
| +7% | +$101K | 0.33% | 32 |
|
|
2021
Q4 | $1.57M | Buy |
471
+4
| +0.9% | +$13.3K | 0.33% | 34 |
|
|
2021
Q3 | $1.53M | Hold |
467
| – | – | 0.35% | 32 |
|
|
2021
Q2 | $1.61M | Sell |
467
-34
| -7% | -$117K | 0.4% | 29 |
|
|
2021
Q1 | $1.55M | Buy |
501
+4
| +0.8% | +$12.4K | 0.41% | 27 |
|
|
2020
Q4 | $1.62M | Buy |
497
+98
| +25% | +$319K | 0.46% | 25 |
|
|
2020
Q3 | $1.26M | Buy |
399
+3
| +0.8% | +$9.44K | 0.43% | 24 |
|
|
2020
Q2 | $1.09M | Sell |
396
-10
| -2% | -$27.6K | 0.43% | 25 |
|
|
2020
Q1 | $792K | Buy |
406
+108
| +36% | +$211K | 0.39% | 28 |
|
|
2019
Q4 | $551K | Sell |
298
-29
| -9% | -$53.6K | 0.19% | 41 |
|
|
2019
Q3 | $568K | Sell |
327
-26
| -7% | -$45.2K | 0.25% | 39 |
|
|
2019
Q2 | $668K | Buy |
353
+27
| +8% | +$51.1K | 0.29% | 36 |
|
|
2019
Q1 | $581K | Buy |
326
+90
| +38% | +$160K | 0.26% | 37 |
|
|
2018
Q4 | $354K | Hold |
236
| – | – | 0.18% | 48 |
|
|
2018
Q3 | $473K | Buy |
236
+1
| +0.4% | +$2K | 0.2% | 42 |
|
|
2018
Q2 | $399K | Hold |
235
| – | – | 0.19% | 43 |
|
|
2018
Q1 | $340K | Buy |
235
+10
| +4% | +$14.5K | 0.17% | 49 |
|
|
2017
Q4 | $263K | Buy |
+225
| New | +$263K | 0.13% | 56 |
|
|
2017
Q3 | – | Sell |
-242
| Closed | -$234K | – | 68 |
|
|
2017
Q2 | $234K | Buy |
+242
| New | +$234K | 0.13% | 61 |
|