IWM
Integris Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,696
+2,033
| +76% | +$446K | 0.27% | 32 |
|
|
2025
Q1 | $507K | Sell |
2,663
-331
| -11% | -$63K | 0.14% | 48 |
|
|
2024
Q4 | $657K | Buy |
2,994
+443
| +17% | +$97.2K | 0.19% | 43 |
|
|
2024
Q3 | $475K | Buy |
2,551
+892
| +54% | +$166K | 0.13% | 53 |
|
|
2024
Q2 | $321K | Sell |
1,659
-137
| -8% | -$26.5K | 0.09% | 68 |
|
|
2024
Q1 | $324K | Sell |
1,796
-400
| -18% | -$72.2K | 0.09% | 66 |
|
|
2023
Q4 | $334K | Sell |
2,196
-235
| -10% | -$35.7K | 0.1% | 65 |
|
|
2023
Q3 | $309K | Sell |
2,431
-58
| -2% | -$7.37K | 0.1% | 66 |
|
|
2023
Q2 | $324K | Buy |
2,489
+14
| +0.6% | +$1.83K | 0.11% | 60 |
|
|
2023
Q1 | $256K | Sell |
2,475
-1,238
| -33% | -$128K | 0.09% | 69 |
|
|
2022
Q4 | $312K | Buy |
+3,713
| New | +$312K | 0.12% | 59 |
|