OWA
ORBA Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
4,482
-6,400
| -59% | -$1.4M | 0.9% | 31 |
|
|
2025
Q1 | $2.07M | Sell |
10,882
-240
| -2% | -$45.7K | 1.04% | 30 |
|
|
2024
Q4 | $2.44M | Buy |
11,122
+255
| +2% | +$55.9K | 1.28% | 28 |
|
|
2024
Q3 | $2.02M | Buy |
10,867
+220
| +2% | +$41K | 1.02% | 31 |
|
|
2024
Q2 | $2.06M | Buy |
10,647
+898
| +9% | +$174K | 1.06% | 28 |
|
|
2024
Q1 | $1.76M | Buy |
9,749
+60
| +0.6% | +$10.8K | 0.97% | 29 |
|
|
2023
Q4 | $1.47M | Buy |
+9,689
| New | +$1.47M | 0.88% | 32 |
|