PWA
Phoenix Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Sell |
2,849
-280
| -9% | -$61.4K | 0.26% | 71 |
|
|
2025
Q1 | $595K | Sell |
3,129
-33
| -1% | -$6.28K | 0.26% | 68 |
|
|
2024
Q4 | $694K | Buy |
3,162
+122
| +4% | +$26.8K | 0.3% | 64 |
|
|
2024
Q3 | $566K | Sell |
3,040
-850
| -22% | -$158K | 0.26% | 69 |
|
|
2024
Q2 | $752K | Buy |
3,890
+381
| +11% | +$73.6K | 0.38% | 60 |
|
|
2024
Q1 | $633K | Buy |
3,509
+70
| +2% | +$12.6K | 0.39% | 59 |
|
|
2023
Q4 | $516K | Buy |
3,439
+115
| +3% | +$17.2K | 0.36% | 53 |
|
|
2023
Q3 | $423K | Buy |
3,324
+104
| +3% | +$13.2K | 0.25% | 58 |
|
|
2023
Q2 | $420K | Hold |
3,220
| – | – | 0.24% | 55 |
|
|
2023
Q1 | $333K | Buy |
3,220
+120
| +4% | +$12.4K | 0.21% | 68 |
|
|
2022
Q4 | $260K | Hold |
3,100
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $350K | Hold |
3,100
| – | – | 0.35% | 64 |
|
|
2022
Q2 | $329K | Buy |
3,100
+2,978
| +2,441% | +$316K | 0.32% | 73 |
|
|
2022
Q1 | $387K | Buy |
122
+1
| +0.8% | +$3.17K | 0.4% | 60 |
|
|
2021
Q4 | $403K | Buy |
121
+8
| +7% | +$26.6K | 0.3% | 75 |
|
|
2021
Q3 | $371K | Hold |
113
| – | – | 0.28% | 75 |
|
|
2021
Q2 | $415K | Hold |
113
| – | – | 0.3% | 73 |
|
|
2021
Q1 | $357K | Hold |
113
| – | – | 0.28% | 71 |
|
|
2020
Q4 | $368K | Buy |
+113
| New | +$368K | 0.28% | 72 |
|