OWA
One Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
17,950
+1,858
| +12% | +$408K | 0.55% | 41 |
|
|
2025
Q1 | $3.06M | Buy |
16,092
+1,155
| +8% | +$220K | 0.46% | 43 |
|
|
2024
Q4 | $3.28M | Sell |
14,937
-37
| -0.2% | -$8.12K | 0.49% | 41 |
|
|
2024
Q3 | $2.79M | Buy |
14,974
+20
| +0.1% | +$3.73K | 0.43% | 44 |
|
|
2024
Q2 | $2.5M | Buy |
14,954
+1,260
| +9% | +$210K | 0.54% | 31 |
|
|
2024
Q1 | $2.47M | Buy |
13,694
+1,000
| +8% | +$180K | 0.43% | 44 |
|
|
2023
Q4 | $1.93M | Buy |
12,694
+41
| +0.3% | +$6.23K | 0.37% | 45 |
|
|
2023
Q3 | $1.61M | Sell |
12,653
-20
| -0.2% | -$2.54K | 0.36% | 52 |
|
|
2023
Q2 | $1.65M | Buy |
12,673
+16
| +0.1% | +$2.09K | 0.35% | 45 |
|
|
2023
Q1 | $1.31M | Sell |
12,657
-993
| -7% | -$103K | 0.3% | 51 |
|
|
2022
Q4 | $1.15M | Buy |
13,650
+1,520
| +13% | +$128K | 0.26% | 60 |
|
|
2022
Q3 | $1.37M | Buy |
12,130
+5,323
| +78% | +$602K | 0.45% | 40 |
|
|
2022
Q2 | $723K | Buy |
6,807
+6,470
| +1,920% | +$687K | 0.19% | 68 |
|
|
2022
Q1 | $1.1M | Buy |
337
+160
| +90% | +$522K | 0.27% | 51 |
|
|
2021
Q4 | $590K | Buy |
177
+12
| +7% | +$40K | 0.15% | 74 |
|
|
2021
Q3 | $542K | Buy |
165
+6
| +4% | +$19.7K | 0.16% | 85 |
|
|
2021
Q2 | $547K | Hold |
159
| – | – | 0.17% | 70 |
|
|
2021
Q1 | $492K | Buy |
+159
| New | +$492K | 0.19% | 67 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$7K | – | 138 |
|
|
2019
Q1 | $7K | Sell |
4
-14,999
| -100% | -$26.2M | 0.01% | 337 |
|
|
2018
Q4 | $20K | Buy |
15,003
+15,000
| +500,000% | +$20K | 0.02% | 106 |
|
|
2018
Q3 | $6K | Hold |
3
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $5K | Hold |
3
| – | – | ﹤0.01% | 381 |
|
|
2018
Q1 | $4K | Buy |
3
+2
| +200% | +$2.67K | ﹤0.01% | 384 |
|
|
2017
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 533 |
|