OWA
Opal Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
13,161
+2,088
| +19% | +$458K | 0.8% | 16 |
|
|
2025
Q1 | $2.11M | Buy |
11,073
+168
| +2% | +$32K | 0.65% | 21 |
|
|
2024
Q4 | $2.39M | Sell |
10,905
-392
| -3% | -$86K | 0.72% | 24 |
|
|
2024
Q3 | $2.1M | Buy |
11,297
+561
| +5% | +$105K | 0.66% | 26 |
|
|
2024
Q2 | $2.07M | Sell |
10,736
-39
| -0.4% | -$7.54K | 0.67% | 24 |
|
|
2024
Q1 | $1.94M | Sell |
10,775
-346
| -3% | -$62.4K | 0.66% | 26 |
|
|
2023
Q4 | $1.69M | Buy |
11,121
+110
| +1% | +$16.7K | 0.67% | 26 |
|
|
2023
Q3 | $1.4M | Buy |
11,011
+15
| +0.1% | +$1.91K | 0.82% | 18 |
|
|
2023
Q2 | $1.43M | Sell |
10,996
-482
| -4% | -$62.8K | 0.72% | 17 |
|
|
2023
Q1 | $1.19M | Buy |
11,478
+1,778
| +18% | +$184K | 0.69% | 16 |
|
|
2022
Q4 | $815K | Sell |
9,700
-209
| -2% | -$17.6K | 0.45% | 34 |
|
|
2022
Q3 | $1.12M | Sell |
9,909
-123
| -1% | -$13.9K | 0.82% | 17 |
|
|
2022
Q2 | $1.07M | Buy |
10,032
+9,566
| +2,053% | +$1.02M | 0.7% | 21 |
|
|
2022
Q1 | $1.52M | Sell |
466
-18
| -4% | -$58.7K | 1.32% | 12 |
|
|
2021
Q4 | $1.61M | Buy |
484
+146
| +43% | +$487K | 1.02% | 18 |
|
|
2021
Q3 | $1.11M | Sell |
338
-217
| -39% | -$713K | 1.07% | 16 |
|
|
2021
Q2 | $1.91M | Buy |
555
+168
| +43% | +$578K | 1.78% | 8 |
|
|
2021
Q1 | $1.2M | Buy |
387
+43
| +13% | +$133K | 1.3% | 8 |
|
|
2020
Q4 | $1.12M | Buy |
+344
| New | +$1.12M | 1.4% | 9 |
|