OWA
Octavia Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
92,258
-2,537
| -3% | -$557K | 2.3% | 12 |
|
|
2025
Q1 | $18M | Sell |
94,795
-1,197
| -1% | -$228K | 2.19% | 11 |
|
|
2024
Q4 | $21.1M | Sell |
95,992
-4,369
| -4% | -$959K | 2.56% | 12 |
|
|
2024
Q3 | $18.7M | Sell |
100,361
-2,985
| -3% | -$556K | 2.3% | 12 |
|
|
2024
Q2 | $20M | Buy |
103,346
+6,415
| +7% | +$1.24M | 2.72% | 12 |
|
|
2024
Q1 | $17.5M | Sell |
96,931
-9,596
| -9% | -$1.73M | 2.58% | 10 |
|
|
2023
Q4 | $16.2M | Sell |
106,527
-1,407
| -1% | -$214K | 2.85% | 11 |
|
|
2023
Q3 | $13.7M | Buy |
107,934
+886
| +0.8% | +$113K | 2.78% | 13 |
|
|
2023
Q2 | $14M | Buy |
107,048
+8,437
| +9% | +$1.1M | 2.83% | 12 |
|
|
2023
Q1 | $10.2M | Buy |
98,611
+373
| +0.4% | +$38.5K | 2.29% | 18 |
|
|
2022
Q4 | $8.25M | Sell |
98,238
-2,455
| -2% | -$206K | 2.04% | 17 |
|
|
2022
Q3 | $11.4M | Sell |
100,693
-146
| -0.1% | -$16.5K | 3.08% | 10 |
|
|
2022
Q2 | $10.7M | Buy |
100,839
+96,007
| +1,987% | +$10.2M | 2.8% | 9 |
|
|
2022
Q1 | $15.8M | Sell |
4,832
-217
| -4% | -$707K | 3.5% | 7 |
|
|
2021
Q4 | $16.8M | Buy |
5,049
+540
| +12% | +$1.8M | 3.63% | 6 |
|
|
2021
Q3 | $14.8M | Sell |
4,509
-159
| -3% | -$522K | 3.79% | 5 |
|
|
2021
Q2 | $16.1M | Buy |
4,668
+74
| +2% | +$255K | 4.23% | 5 |
|
|
2021
Q1 | $14.2M | Buy |
4,594
+110
| +2% | +$340K | 4.23% | 5 |
|
|
2020
Q4 | $14.6M | Buy |
+4,484
| New | +$14.6M | 4.74% | 6 |
|