KSWA
Kathleen S. Wright Associates’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Hold |
13,905
| – | – | 1.21% | 20 |
|
|
2025
Q1 | $2.64M | Buy |
13,905
+200
| +1% | +$38K | 1.09% | 22 |
|
|
2024
Q4 | $3.02M | Buy |
13,705
+30
| +0.2% | +$6.6K | 1.26% | 20 |
|
|
2024
Q3 | $2.55M | Buy |
13,675
+70
| +0.5% | +$13.1K | 1.05% | 22 |
|
|
2024
Q2 | $2.62M | Hold |
13,605
| – | – | 1.21% | 20 |
|
|
2024
Q1 | $2.48M | Buy |
13,605
+260
| +2% | +$47.3K | 1.17% | 22 |
|
|
2023
Q4 | $2.02M | Buy |
13,345
+230
| +2% | +$34.9K | 1.03% | 25 |
|
|
2023
Q3 | $1.66M | Buy |
13,115
+3,860
| +42% | +$488K | 0.93% | 29 |
|
|
2023
Q2 | $1.21M | Buy |
9,255
+270
| +3% | +$35.2K | 0.77% | 35 |
|
|
2023
Q1 | $928K | Sell |
8,985
-5,630
| -39% | -$582K | 0.61% | 43 |
|
|
2022
Q4 | $1.23M | Buy |
14,615
+340
| +2% | +$28.6K | 0.83% | 33 |
|
|
2022
Q3 | $1.61M | Buy |
14,275
+4,295
| +43% | +$485K | 1.31% | 24 |
|
|
2022
Q2 | $1.06M | Buy |
9,980
+9,483
| +1,908% | +$1.01M | 0.89% | 33 |
|
|
2022
Q1 | $1.62M | Buy |
497
+8
| +2% | +$26.1K | 1.18% | 26 |
|
|
2021
Q4 | $1.63M | Buy |
+489
| New | +$1.63M | 1.2% | 26 |
|