PWAG
Polaris Wealth Advisory Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.91M | Sell |
70,068
-7,670
| -10% | -$975K | 0.68% | 53 |
|
|
2023
Q2 | $10.1M | Buy |
77,738
+46,921
| +152% | +$6.12M | 0.77% | 43 |
|
|
2023
Q1 | $3.18M | Buy |
30,817
+5,910
| +24% | +$610K | 0.23% | 86 |
|
|
2022
Q4 | $2.37M | Sell |
24,907
-4,961
| -17% | -$472K | 0.18% | 89 |
|
|
2022
Q3 | $3.4M | Buy |
29,868
+724
| +2% | +$82.3K | 0.28% | 72 |
|
|
2022
Q2 | $3.1M | Buy |
29,144
+24,825
| +575% | +$2.64M | 0.25% | 65 |
|
|
2022
Q1 | $13.6M | Buy |
4,319
+623
| +17% | +$1.97M | 0.91% | 35 |
|
|
2021
Q4 | $12.3M | Buy |
3,696
+263
| +8% | +$877K | 0.71% | 49 |
|
|
2021
Q3 | $11.3M | Buy |
3,433
+166
| +5% | +$548K | 0.68% | 50 |
|
|
2021
Q2 | $11.2M | Buy |
3,267
+2,428
| +289% | +$8.34M | 0.67% | 47 |
|
|
2021
Q1 | $2.83M | Sell |
839
-1,671
| -67% | -$5.63M | 0.18% | 83 |
|
|
2020
Q4 | $7.99M | Buy |
2,510
+359
| +17% | +$1.14M | 0.6% | 54 |
|
|
2020
Q3 | $6.88M | Sell |
2,151
-240
| -10% | -$768K | 0.65% | 45 |
|
|
2020
Q2 | $6.88M | Sell |
2,391
-687
| -22% | -$1.98M | 0.54% | 51 |
|
|
2020
Q1 | $6M | Buy |
3,078
+238
| +8% | +$464K | 0.65% | 38 |
|
|
2019
Q4 | $5.33M | Buy |
2,840
+334
| +13% | +$627K | 0.36% | 60 |
|
|
2019
Q3 | $4.29M | Sell |
2,506
-378
| -13% | -$648K | 0.35% | 52 |
|
|
2019
Q2 | $5.54M | Buy |
2,884
+149
| +5% | +$286K | 0.42% | 53 |
|
|
2019
Q1 | $4.96M | Sell |
2,735
-62
| -2% | -$112K | 0.37% | 56 |
|
|
2018
Q4 | $4.2M | Sell |
2,797
-37
| -1% | -$55.6K | 0.4% | 53 |
|
|
2018
Q3 | $5.68M | Buy |
2,834
+2,774
| +4,623% | +$5.56M | 0.39% | 61 |
|
|
2018
Q2 | $87K | Sell |
60
-686
| -92% | -$995K | 0.01% | 112 |
|
|
2018
Q1 | $1.08M | Buy |
746
+2
| +0.3% | +$2.9K | 0.09% | 86 |
|
|
2017
Q4 | $870K | Buy |
744
+448
| +151% | +$524K | 0.07% | 93 |
|
|
2017
Q3 | $285K | Buy |
296
+22
| +8% | +$21.2K | 0.03% | 123 |
|
|
2017
Q2 | $265K | Sell |
274
-1,149
| -81% | -$1.11M | 0.03% | 113 |
|
|
2017
Q1 | $1.26M | Buy |
1,423
+84
| +6% | +$74.5K | 0.14% | 70 |
|
|
2016
Q4 | $1M | Buy |
1,339
+1,058
| +377% | +$793K | 0.12% | 72 |
|
|
2016
Q3 | $235K | Hold |
281
| – | – | 0.03% | 97 |
|
|
2016
Q2 | $201K | Buy |
+281
| New | +$201K | 0.03% | 94 |
|