OHWA
Oak Hill Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Sell |
42,475
-1,424
| -3% | -$312K | 1.93% | 15 |
|
|
2025
Q1 | $8.35M | Buy |
43,899
+1,100
| +3% | +$209K | 1.94% | 15 |
|
|
2024
Q4 | $9.39M | Buy |
+42,799
| New | +$9.39M | 2.24% | 14 |
|
|
2024
Q3 | – | Sell |
-45,384
| Closed | -$8.77M | – | 12 |
|
|
2024
Q2 | $8.77M | Buy |
+45,384
| New | +$8.77M | 2.66% | 8 |
|
|
2024
Q1 | – | Sell |
-45,984
| Closed | -$6.99M | – | 12 |
|
|
2023
Q4 | $6.99M | Buy |
45,984
+24
| +0.1% | +$3.65K | 2.41% | 9 |
|
|
2023
Q3 | $5.84M | Sell |
45,960
-332
| -0.7% | -$42.2K | 2.25% | 9 |
|
|
2023
Q2 | $6.04M | Buy |
46,292
+292
| +0.6% | +$38.1K | 2.23% | 9 |
|
|
2023
Q1 | $4.75M | Sell |
46,000
-3,860
| -8% | -$398K | 1.87% | 12 |
|
|
2022
Q4 | $3.94M | Buy |
+49,860
| New | +$3.94M | 1.63% | 13 |
|