IWA
IVC Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
3,810
+534
| +16% | +$117K | 0.41% | 50 |
|
|
2025
Q1 | $623K | Buy |
3,276
+47
| +1% | +$8.94K | 0.34% | 63 |
|
|
2024
Q4 | $708K | Sell |
3,229
-960
| -23% | -$211K | 0.4% | 53 |
|
|
2024
Q3 | $781K | Sell |
4,189
-659
| -14% | -$123K | 0.43% | 53 |
|
|
2024
Q2 | $937K | Buy |
4,848
+126
| +3% | +$24.4K | 0.52% | 47 |
|
|
2024
Q1 | $852K | Buy |
4,722
+243
| +5% | +$43.8K | 0.49% | 54 |
|
|
2023
Q4 | $681K | Buy |
4,479
+151
| +3% | +$22.9K | 0.42% | 58 |
|
|
2023
Q3 | $550K | Sell |
4,328
-5
| -0.1% | -$636 | 0.37% | 71 |
|
|
2023
Q2 | $565K | Sell |
4,333
-20
| -0.5% | -$2.61K | 0.36% | 72 |
|
|
2023
Q1 | $450K | Buy |
4,353
+3
| +0.1% | +$310 | 0.32% | 76 |
|
|
2022
Q4 | $365K | Buy |
4,350
+324
| +8% | +$27.2K | 0.27% | 89 |
|
|
2022
Q3 | $455K | Buy |
4,026
+221
| +6% | +$25K | 0.37% | 67 |
|
|
2022
Q2 | $404K | Buy |
3,805
+3,645
| +2,278% | +$387K | 0.31% | 79 |
|
|
2022
Q1 | $522K | Buy |
160
+21
| +15% | +$68.5K | 0.34% | 69 |
|
|
2021
Q4 | $463K | Buy |
139
+3
| +2% | +$9.99K | 0.3% | 87 |
|
|
2021
Q3 | $447K | Sell |
136
-5
| -4% | -$16.4K | 0.31% | 83 |
|
|
2021
Q2 | $485K | Buy |
141
+7
| +5% | +$24.1K | 0.34% | 78 |
|
|
2021
Q1 | $415K | Sell |
134
-11
| -8% | -$34.1K | 0.33% | 84 |
|
|
2020
Q4 | $472K | Buy |
+145
| New | +$472K | 0.45% | 63 |
|