KWA
Kingswood Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Buy |
103,437
+7,363
| +8% | +$1.62M | 1.79% | 8 |
|
|
2025
Q1 | $18.3M | Sell |
96,074
-7,155
| -7% | -$1.36M | 1.67% | 9 |
|
|
2024
Q4 | $22.6M | Sell |
103,229
-65,976
| -39% | -$14.5M | 1.7% | 6 |
|
|
2024
Q3 | $31.5M | Buy |
169,205
+29,405
| +21% | +$5.48M | 2.25% | 4 |
|
|
2024
Q2 | $27M | Buy |
139,800
+29,189
| +26% | +$5.64M | 2.43% | 5 |
|
|
2024
Q1 | $20M | Sell |
110,611
-23,786
| -18% | -$4.29M | 2.3% | 4 |
|
|
2023
Q4 | $20.4M | Buy |
134,397
+96,237
| +252% | +$14.6M | 2.31% | 4 |
|
|
2023
Q3 | $16.2M | Sell |
38,160
-21,987
| -37% | -$9.32M | 2.76% | 3 |
|
|
2023
Q2 | $7.84M | Buy |
+60,147
| New | +$7.84M | 2.5% | 5 |
|