NFA
Northwest Financial Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440K | Sell |
2,004
-22,898
| -92% | -$5.02M | 0.61% | 47 |
|
2025
Q1 | $4.74M | Buy |
24,902
+779
| +3% | +$148K | 3.93% | 5 |
|
2024
Q4 | $5.29M | Buy |
24,123
+180
| +0.8% | +$39.5K | 4.37% | 4 |
|
2024
Q3 | $4.46M | Buy |
23,943
+21
| +0.1% | +$3.91K | 3.55% | 4 |
|
2024
Q2 | $4.62M | Sell |
23,922
-1,522
| -6% | -$294K | 4.7% | 4 |
|
2024
Q1 | $4.59M | Buy |
25,444
+719
| +3% | +$130K | 5.04% | 4 |
|
2023
Q4 | $3.76M | Buy |
+24,725
| New | +$3.76M | 3.19% | 5 |
|