JWA
JFS Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
21,480
+515
| +2% | +$113K | 0.3% | 56 |
|
|
2025
Q1 | $3.99M | Sell |
20,965
-1,838
| -8% | -$350K | 0.27% | 61 |
|
|
2024
Q4 | $5M | Sell |
22,803
-206
| -0.9% | -$45.2K | 0.34% | 51 |
|
|
2024
Q3 | $4.29M | Buy |
23,009
+7,441
| +48% | +$1.39M | 0.29% | 59 |
|
|
2024
Q2 | $3.01M | Buy |
15,568
+61
| +0.4% | +$11.8K | 0.24% | 61 |
|
|
2024
Q1 | $2.8M | Buy |
15,507
+458
| +3% | +$82.6K | 0.22% | 63 |
|
|
2023
Q4 | $2.29M | Buy |
15,049
+623
| +4% | +$94.7K | 0.19% | 71 |
|
|
2023
Q3 | $1.83M | Buy |
14,426
+2,182
| +18% | +$277K | 0.17% | 83 |
|
|
2023
Q2 | $1.6M | Buy |
12,244
+160
| +1% | +$20.9K | 0.14% | 92 |
|
|
2023
Q1 | $1.25M | Sell |
12,084
-2,037
| -14% | -$210K | 0.12% | 100 |
|
|
2022
Q4 | $1.19M | Sell |
14,121
-1,496
| -10% | -$126K | 0.12% | 101 |
|
|
2022
Q3 | $1.77M | Sell |
15,617
-192
| -1% | -$21.7K | 0.19% | 86 |
|
|
2022
Q2 | $1.68M | Buy |
15,809
+14,892
| +1,624% | +$1.58M | 0.18% | 80 |
|
|
2022
Q1 | $2.99M | Sell |
917
-23
| -2% | -$75K | 0.28% | 68 |
|
|
2021
Q4 | $3.14M | Sell |
940
-220
| -19% | -$734K | 0.3% | 64 |
|
|
2021
Q3 | $3.81M | Buy |
1,160
+834
| +256% | +$2.74M | 0.39% | 50 |
|
|
2021
Q2 | $1.12M | Buy |
326
+47
| +17% | +$162K | 0.17% | 83 |
|
|
2021
Q1 | $863K | Sell |
279
-352
| -56% | -$1.09M | 0.18% | 81 |
|
|
2020
Q4 | $2.06M | Buy |
631
+30
| +5% | +$97.7K | 0.43% | 51 |
|
|
2020
Q3 | $1.89M | Hold |
601
| – | – | 0.45% | 48 |
|
|
2020
Q2 | $1.66M | Hold |
601
| – | – | 0.43% | 51 |
|
|
2020
Q1 | $1.17M | Sell |
601
-69
| -10% | -$135K | 0.35% | 56 |
|
|
2019
Q4 | $1.24M | Sell |
670
-25
| -4% | -$46.2K | 0.3% | 60 |
|
|
2019
Q3 | $1.21M | Buy |
695
+8
| +1% | +$13.9K | 0.31% | 60 |
|
|
2019
Q2 | $1.3M | Buy |
687
+20
| +3% | +$37.9K | 0.33% | 57 |
|
|
2019
Q1 | $1.19M | Buy |
667
+276
| +71% | +$492K | 0.31% | 63 |
|
|
2018
Q4 | $587K | Sell |
391
-108
| -22% | -$162K | 0.16% | 87 |
|
|
2018
Q3 | $999K | Buy |
499
+328
| +192% | +$657K | 0.26% | 65 |
|
|
2018
Q2 | $291K | Sell |
171
-30
| -15% | -$51.1K | 0.08% | 113 |
|
|
2018
Q1 | $291K | Buy |
201
+108
| +116% | +$156K | 0.08% | 119 |
|
|
2017
Q4 | $109K | Hold |
93
| – | – | 0.03% | 193 |
|
|
2017
Q3 | $89K | Hold |
93
| – | – | 0.02% | 195 |
|
|
2017
Q2 | $90K | Buy |
93
+62
| +200% | +$60K | 0.02% | 176 |
|
|
2017
Q1 | $23K | Hold |
31
| – | – | 0.01% | 291 |
|
|
2016
Q4 | $23K | Buy |
+31
| New | +$23K | 0.01% | 291 |
|
|
2015
Q3 | – | Sell |
-6
| Closed | -$3K | – | 478 |
|
|
2015
Q2 | $3K | Sell |
6
-2
| -25% | -$1K | ﹤0.01% | 437 |
|
|
2015
Q1 | $3K | Sell |
8
-32
| -80% | -$12K | ﹤0.01% | 440 |
|
|
2014
Q4 | $12K | Buy |
40
+21
| +111% | +$6.3K | ﹤0.01% | 351 |
|
|
2014
Q3 | $6K | Sell |
19
-3
| -14% | -$947 | ﹤0.01% | 370 |
|
|
2014
Q2 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 352 |
|