RWA
Rooted Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
12,568
+2,230
| +22% | +$502K | 0.98% | 26 |
|
|
2025
Q1 | $1.77M | Buy |
10,338
+646
| +7% | +$110K | 0.76% | 26 |
|
|
2024
Q4 | $2.15M | Buy |
9,692
+756
| +8% | +$168K | 0.84% | 29 |
|
|
2024
Q3 | $1.62M | Buy |
8,936
+1,438
| +19% | +$260K | 0.72% | 27 |
|
|
2024
Q2 | $1.38M | Buy |
7,498
+524
| +8% | +$96.3K | 0.61% | 35 |
|
|
2024
Q1 | $1.26M | Sell |
6,974
-171
| -2% | -$30.9K | 0.62% | 35 |
|
|
2023
Q4 | $1.21M | Buy |
7,145
+693
| +11% | +$117K | 0.63% | 34 |
|
|
2023
Q3 | $937K | Buy |
6,452
+976
| +18% | +$142K | 0.58% | 36 |
|
|
2023
Q2 | $714K | Sell |
5,476
-643
| -11% | -$83.8K | 0.48% | 35 |
|
|
2023
Q1 | $627K | Sell |
6,119
-625
| -9% | -$64K | 0.47% | 38 |
|
|
2022
Q4 | $566K | Buy |
+6,744
| New | +$566K | 0.47% | 40 |
|