PWA
PCG Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Buy |
7,503
+314
| +4% | +$68.9K | 0.84% | 34 |
|
2025
Q1 | $1.37M | Sell |
7,189
-95
| -1% | -$18.1K | 0.48% | 64 |
|
2024
Q4 | $1.6M | Buy |
7,284
+110
| +2% | +$24.1K | 0.59% | 54 |
|
2024
Q3 | $1.34M | Buy |
7,174
+783
| +12% | +$146K | 0.52% | 59 |
|
2024
Q2 | $1.24M | Buy |
6,391
+7
| +0.1% | +$1.35K | 0.54% | 52 |
|
2024
Q1 | $1.15M | Buy |
6,384
+7
| +0.1% | +$1.26K | 0.55% | 49 |
|
2023
Q4 | $969K | Buy |
6,377
+228
| +4% | +$34.6K | 0.54% | 46 |
|
2023
Q3 | $782K | Hold |
6,149
| – | – | 0.51% | 47 |
|
2023
Q2 | $802K | Buy |
6,149
+240
| +4% | +$31.3K | 0.5% | 50 |
|
2023
Q1 | $610K | Buy |
5,909
+500
| +9% | +$51.6K | 0.39% | 54 |
|
2022
Q4 | $454K | Sell |
5,409
-5,471
| -50% | -$460K | 0.29% | 67 |
|
2022
Q3 | $1.23M | Buy |
10,880
+4,380
| +67% | +$495K | 0.44% | 47 |
|
2022
Q2 | $690K | Buy |
6,500
+6,252
| +2,521% | +$664K | 0.49% | 42 |
|
2022
Q1 | $808K | Buy |
248
+72
| +41% | +$235K | 0.51% | 38 |
|
2021
Q4 | $585K | Buy |
+176
| New | +$585K | 0.41% | 44 |
|