NIWA
New Insight Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.09M | Buy |
32,332
+561
| +2% | +$123K | 2.92% | 9 |
|
2025
Q1 | $6.04M | Buy |
31,771
+3,119
| +11% | +$593K | 2.74% | 9 |
|
2024
Q4 | $6.29M | Sell |
28,652
-542
| -2% | -$119K | 3.15% | 10 |
|
2024
Q3 | $5.44M | Buy |
29,194
+214
| +0.7% | +$39.9K | 2.86% | 12 |
|
2024
Q2 | $5.6M | Buy |
28,980
+648
| +2% | +$125K | 3.3% | 10 |
|
2024
Q1 | $5.11M | Buy |
28,332
+226
| +0.8% | +$40.8K | 3.19% | 10 |
|
2023
Q4 | $4.27M | Buy |
+28,106
| New | +$4.27M | 2.88% | 11 |
|