PWA
Primoris Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
22,857
-919
| -4% | -$202K | 3.42% | 5 |
|
|
2025
Q1 | $4.52M | Buy |
23,776
+288
| +1% | +$54.8K | 3.5% | 8 |
|
|
2024
Q4 | $5.15M | Buy |
23,488
+388
| +2% | +$85.1K | 3.92% | 6 |
|
|
2024
Q3 | $4.3M | Sell |
23,100
-5,803
| -20% | -$1.08M | 3.13% | 8 |
|
|
2024
Q2 | $5.59M | Buy |
28,903
+3,772
| +15% | +$729K | 4.46% | 2 |
|
|
2024
Q1 | $4.53M | Buy |
25,131
+3,515
| +16% | +$634K | 3.62% | 4 |
|
|
2023
Q4 | $3.28M | Buy |
21,616
+18,107
| +516% | +$2.75M | 3.1% | 9 |
|
|
2023
Q3 | $446K | Sell |
3,509
-43
| -1% | -$5.47K | 0.54% | 45 |
|
|
2023
Q2 | $463K | Sell |
3,552
-304
| -8% | -$39.6K | 0.51% | 44 |
|
|
2023
Q1 | $398K | Buy |
3,856
+215
| +6% | +$22.2K | 0.49% | 46 |
|
|
2022
Q4 | $306K | Buy |
3,641
+395
| +12% | +$33.2K | 0.47% | 45 |
|
|
2022
Q3 | $367K | Sell |
3,246
-54
| -2% | -$6.11K | 0.65% | 41 |
|
|
2022
Q2 | $350K | Buy |
3,300
+2,647
| +405% | +$281K | 0.5% | 49 |
|
|
2022
Q1 | $2.13M | Hold |
653
| – | – | 1.98% | 16 |
|
|
2021
Q4 | $2.18M | Buy |
+653
| New | +$2.18M | 1.75% | 22 |
|