OWA
Outlook Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
4,161
+11
| +0.3% | +$2.41K | 0.23% | 84 |
|
|
2025
Q1 | $790K | Sell |
4,150
-167
| -4% | -$31.8K | 0.22% | 91 |
|
|
2024
Q4 | $947K | Buy |
4,317
+104
| +2% | +$22.8K | 0.27% | 71 |
|
|
2024
Q3 | $785K | Buy |
4,213
+187
| +5% | +$34.8K | 0.23% | 88 |
|
|
2024
Q2 | $778K | Sell |
4,026
-69
| -2% | -$13.3K | 0.24% | 84 |
|
|
2024
Q1 | $739K | Sell |
4,095
-878
| -18% | -$158K | 0.23% | 91 |
|
|
2023
Q4 | $756K | Sell |
4,973
-365
| -7% | -$55.5K | 0.26% | 78 |
|
|
2023
Q3 | $679K | Buy |
5,338
+177
| +3% | +$22.5K | 0.26% | 98 |
|
|
2023
Q2 | $673K | Buy |
5,161
+604
| +13% | +$78.7K | 0.25% | 103 |
|
|
2023
Q1 | $471K | Sell |
4,557
-240
| -5% | -$24.8K | 0.21% | 114 |
|
|
2022
Q4 | $403K | Buy |
4,797
+240
| +5% | +$20.2K | 0.19% | 118 |
|
|
2022
Q3 | $516K | Buy |
4,557
+317
| +7% | +$35.9K | 0.23% | 108 |
|
|
2022
Q2 | $450K | Buy |
4,240
+4,031
| +1,929% | +$428K | 0.18% | 130 |
|
|
2022
Q1 | $681K | Sell |
209
-1
| -0.5% | -$3.26K | 0.23% | 111 |
|
|
2021
Q4 | $700K | Sell |
210
-13
| -6% | -$43.3K | 0.21% | 110 |
|
|
2021
Q3 | $733K | Sell |
223
-2
| -0.9% | -$6.57K | 0.24% | 101 |
|
|
2021
Q2 | $774K | Sell |
225
-13
| -5% | -$44.7K | 0.25% | 98 |
|
|
2021
Q1 | $736K | Buy |
238
+4
| +2% | +$12.4K | 0.26% | 90 |
|
|
2020
Q4 | $762K | Buy |
234
+11
| +5% | +$35.8K | 0.28% | 87 |
|
|
2020
Q3 | $702K | Buy |
223
+16
| +8% | +$50.4K | 0.28% | 78 |
|
|
2020
Q2 | $571K | Buy |
207
+1
| +0.5% | +$2.76K | 0.24% | 89 |
|
|
2020
Q1 | $402K | Buy |
+206
| New | +$402K | 0.23% | 92 |
|
|
2019
Q4 | – | Sell |
-160
| Closed | -$278K | – | 142 |
|
|
2019
Q3 | $278K | Sell |
160
-202
| -56% | -$351K | 0.17% | 139 |
|
|
2019
Q2 | $685K | Buy |
362
+152
| +72% | +$288K | 0.45% | 55 |
|
|
2019
Q1 | $374K | Buy |
210
+151
| +256% | +$269K | 0.31% | 82 |
|
|
2018
Q4 | $889K | Buy |
+59
| New | +$889K | 0.41% | 62 |
|