LWAC
Laurel Wealth Advisors (California)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.9M | Buy |
154,431
+3,730
| +2% | +$311K | 1.27% | 7 |
|
|
2022
Q3 | $17M | Sell |
150,701
-4,057
| -3% | -$458K | 1.82% | 4 |
|
|
2022
Q2 | $16.4M | Buy |
154,758
+147,093
| +1,919% | +$15.6M | 1.68% | 4 |
|
|
2022
Q1 | $25M | Buy |
7,665
+112
| +1% | +$365K | 2.07% | 3 |
|
|
2021
Q4 | $25.2M | Buy |
7,553
+3,540
| +88% | +$11.8M | 1.95% | 5 |
|
|
2021
Q3 | $13.2M | Sell |
4,013
-191
| -5% | -$627K | 2.42% | 4 |
|
|
2021
Q2 | $14.5M | Buy |
4,204
+145
| +4% | +$499K | 1.87% | 5 |
|
|
2021
Q1 | $12.6M | Sell |
4,059
-90
| -2% | -$278K | 1.9% | 5 |
|
|
2020
Q4 | $13.5M | Buy |
4,149
+38
| +0.9% | +$124K | 1.99% | 6 |
|
|
2020
Q3 | $12.9M | Buy |
4,111
+98
| +2% | +$309K | 2.14% | 5 |
|
|
2020
Q2 | $11.1M | Sell |
4,013
-404
| -9% | -$1.11M | 2.03% | 5 |
|
|
2020
Q1 | $8.61M | Sell |
4,417
-170
| -4% | -$331K | 1.98% | 4 |
|
|
2019
Q4 | $8.48M | Sell |
4,587
-910
| -17% | -$1.68M | 1.42% | 6 |
|
|
2019
Q3 | $9.54M | Buy |
5,497
+984
| +22% | +$1.71M | 1.63% | 6 |
|
|
2019
Q2 | $8.55M | Sell |
4,513
-125
| -3% | -$237K | 1.87% | 5 |
|
|
2019
Q1 | $8.26M | Buy |
4,638
+317
| +7% | +$564K | 2.03% | 3 |
|
|
2018
Q4 | $6.49M | Sell |
4,321
-19
| -0.4% | -$28.5K | 1.91% | 4 |
|
|
2018
Q3 | $8.69M | Buy |
4,340
+196
| +5% | +$393K | 2.13% | 3 |
|
|
2018
Q2 | $7.04M | Buy |
4,144
+151
| +4% | +$257K | 1.88% | 3 |
|
|
2018
Q1 | $5.78M | Buy |
3,993
+246
| +7% | +$356K | 1.79% | 5 |
|
|
2017
Q4 | $4.38M | Buy |
3,747
+480
| +15% | +$561K | 1.26% | 14 |
|
|
2017
Q3 | $3.14M | Buy |
3,267
+978
| +43% | +$940K | 1.05% | 19 |
|
|
2017
Q2 | $2.22M | Buy |
2,289
+871
| +61% | +$843K | 0.79% | 24 |
|
|
2017
Q1 | $1.26M | Buy |
1,418
+392
| +38% | +$347K | 0.48% | 64 |
|
|
2016
Q4 | $769K | Buy |
1,026
+68
| +7% | +$51K | 0.34% | 81 |
|
|
2016
Q3 | $802K | Sell |
958
-15
| -2% | -$12.6K | 0.38% | 72 |
|
|
2016
Q2 | $696K | Sell |
973
-182
| -16% | -$130K | 0.33% | 81 |
|
|
2016
Q1 | $686K | Buy |
1,155
+176
| +18% | +$105K | 0.34% | 79 |
|
|
2015
Q4 | $662K | Buy |
+979
| New | +$662K | 0.34% | 83 |
|