LWA
Lowe Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
970
-5
| -0.5% | -$1.1K | 0.08% | 56 |
|
|
2025
Q1 | $186K | Sell |
975
-178
| -15% | -$33.9K | 0.08% | 54 |
|
|
2024
Q4 | $253K | Buy |
1,153
+213
| +23% | +$46.7K | 0.11% | 45 |
|
|
2024
Q3 | $175K | Buy |
940
+25
| +3% | +$4.66K | 0.08% | 53 |
|
|
2024
Q2 | $177K | Buy |
915
+60
| +7% | +$11.6K | 0.08% | 47 |
|
|
2024
Q1 | $154K | Hold |
855
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $130K | Hold |
855
| – | – | 0.06% | 63 |
|
|
2023
Q3 | $109K | Sell |
855
-380
| -31% | -$48.3K | 0.06% | 71 |
|
|
2023
Q2 | $161K | Buy |
1,235
+30
| +2% | +$3.91K | 0.08% | 59 |
|
|
2023
Q1 | $124K | Sell |
1,205
-70
| -5% | -$7.23K | 0.07% | 63 |
|
|
2022
Q4 | $107K | Buy |
1,275
+175
| +16% | +$14.7K | 0.06% | 70 |
|
|
2022
Q3 | $124K | Buy |
1,100
+475
| +76% | +$53.5K | 0.07% | 53 |
|
|
2022
Q2 | $66K | Buy |
625
+582
| +1,353% | +$61.5K | 0.04% | 78 |
|
|
2022
Q1 | $140K | Sell |
43
-8
| -16% | -$26K | 0.06% | 56 |
|
|
2021
Q4 | $170K | Hold |
51
| – | – | 0.07% | 49 |
|
|
2021
Q3 | $168K | Hold |
51
| – | – | 0.08% | 50 |
|
|
2021
Q2 | $175K | Hold |
51
| – | – | 0.08% | 45 |
|
|
2021
Q1 | $158K | Hold |
51
| – | – | 0.08% | 44 |
|
|
2020
Q4 | $166K | Sell |
51
-20
| -28% | -$65.1K | 0.08% | 38 |
|
|
2020
Q3 | $224K | Hold |
71
| – | – | 0.12% | 30 |
|
|
2020
Q2 | $196K | Hold |
71
| – | – | 0.12% | 31 |
|
|
2020
Q1 | $138K | Buy |
71
+51
| +255% | +$99.1K | 0.1% | 36 |
|
|
2019
Q4 | $37K | Hold |
20
| – | – | 0.02% | 80 |
|
|
2019
Q3 | $35K | Hold |
20
| – | – | 0.02% | 78 |
|
|
2019
Q2 | $38K | Hold |
20
| – | – | 0.02% | 76 |
|
|
2019
Q1 | $35K | Sell |
20
-5
| -20% | -$8.75K | 0.02% | 76 |
|
|
2018
Q4 | $38K | Sell |
25
-1
| -4% | -$1.52K | 0.03% | 67 |
|
|
2018
Q3 | $52K | Buy |
26
+3
| +13% | +$6K | 0.03% | 63 |
|
|
2018
Q2 | $39K | Hold |
23
| – | – | 0.02% | 74 |
|
|
2018
Q1 | $33K | Hold |
23
| – | – | 0.02% | 84 |
|
|
2017
Q4 | $27K | Hold |
23
| – | – | 0.02% | 96 |
|
|
2017
Q3 | $22K | Hold |
23
| – | – | 0.01% | 107 |
|
|
2017
Q2 | $22K | Hold |
23
| – | – | 0.01% | 90 |
|
|
2017
Q1 | $20K | Hold |
23
| – | – | 0.01% | 99 |
|
|
2016
Q4 | $17K | Hold |
23
| – | – | 0.01% | 106 |
|
|
2016
Q3 | $19K | Hold |
23
| – | – | 0.01% | 102 |
|
|
2016
Q2 | $16K | Hold |
23
| – | – | 0.01% | 108 |
|
|
2016
Q1 | $14K | Hold |
23
| – | – | 0.01% | 111 |
|
|
2015
Q4 | $16K | Hold |
23
| – | – | 0.01% | 99 |
|
|
2015
Q3 | $12K | Hold |
23
| – | – | 0.01% | 116 |
|
|
2015
Q2 | $10K | Hold |
23
| – | – | 0.01% | 136 |
|
|
2015
Q1 | $9K | Hold |
23
| – | – | 0.01% | 131 |
|
|
2014
Q4 | $7K | Buy |
+23
| New | +$7K | 0.01% | 134 |
|