RWA
Roberts Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
55,551
+220
| +0.4% | +$48.3K | 3.5% | 6 |
|
|
2025
Q1 | $10.5M | Sell |
55,331
-949
| -2% | -$181K | 3.25% | 7 |
|
|
2024
Q4 | $12.6M | Sell |
56,280
-391
| -0.7% | -$87.3K | 3.82% | 7 |
|
|
2024
Q3 | $10.4M | Buy |
56,671
+1,654
| +3% | +$302K | 3.35% | 6 |
|
|
2024
Q2 | $11M | Buy |
55,017
+64
| +0.1% | +$12.8K | 3.74% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
54,953
-5,908
| -10% | -$1.08M | 3.77% | 6 |
|
|
2023
Q4 | $28.3M | Sell |
60,861
-1,464
| -2% | -$682K | 4.41% | 6 |
|
|
2023
Q3 | $8.26M | Sell |
62,325
-81
| -0.1% | -$10.7K | 3.63% | 5 |
|
|
2023
Q2 | $8.14M | Sell |
62,406
-2,803
| -4% | -$365K | 3.58% | 6 |
|
|
2023
Q1 | $6.78M | Buy |
65,209
+920
| +1% | +$95.6K | 3.11% | 8 |
|
|
2022
Q4 | $5.52M | Sell |
64,289
-1,893
| -3% | -$162K | 2.66% | 8 |
|
|
2022
Q3 | $7.96M | Buy |
66,182
+1,483
| +2% | +$178K | 3.92% | 7 |
|
|
2022
Q2 | $7.48M | Buy |
64,699
+61,488
| +1,915% | +$7.1M | 3.26% | 9 |
|
|
2022
Q1 | $10.5M | Buy |
3,211
+44
| +1% | +$144K | 4.12% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
3,167
+121
| +4% | +$412K | 3.89% | 5 |
|
|
2021
Q3 | $10M | Buy |
+3,046
| New | +$10M | 3.96% | 6 |
|