RFWA
RPg Family Wealth Advisory’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
35,064
-28,302
| -45% | -$6.21M | 2.05% | 13 |
|
|
2025
Q1 | $12.1M | Buy |
63,366
+693
| +1% | +$132K | 3.43% | 2 |
|
|
2024
Q4 | $13.7M | Buy |
62,673
+1,736
| +3% | +$381K | 4.86% | 2 |
|
|
2024
Q3 | $11.4M | Buy |
60,937
+15,984
| +36% | +$2.98M | 3.67% | 2 |
|
|
2024
Q2 | $8.69M | Buy |
44,953
+249
| +0.6% | +$48.1K | 2.86% | 5 |
|
|
2024
Q1 | $8.06M | Sell |
44,704
-154
| -0.3% | -$27.8K | 2.55% | 5 |
|
|
2023
Q4 | $6.82M | Buy |
44,858
+2,515
| +6% | +$382K | 2.51% | 8 |
|
|
2023
Q3 | $5.38M | Buy |
42,343
+472
| +1% | +$60K | 2.21% | 12 |
|
|
2023
Q2 | $5.46M | Buy |
41,871
+2,816
| +7% | +$367K | 2.19% | 13 |
|
|
2023
Q1 | $4.03M | Buy |
39,055
+3,006
| +8% | +$310K | 2.22% | 16 |
|
|
2022
Q4 | $3.03M | Sell |
36,049
-15,920
| -31% | -$1.34M | 2.08% | 18 |
|
|
2022
Q3 | $6.59M | Buy |
51,969
+226
| +0.4% | +$28.7K | 3.47% | 3 |
|
|
2022
Q2 | $5.5M | Buy |
51,743
+49,156
| +1,900% | +$5.22M | 3.28% | 8 |
|
|
2022
Q1 | $8.43M | Buy |
2,587
+124
| +5% | +$404K | 3.6% | 4 |
|
|
2021
Q4 | $8.21M | Sell |
2,463
-38
| -2% | -$127K | 3.24% | 7 |
|
|
2021
Q3 | $8.22M | Buy |
2,501
+25
| +1% | +$82.1K | 3.46% | 5 |
|
|
2021
Q2 | $8.52M | Buy |
+2,476
| New | +$8.52M | 3.45% | 4 |
|
|
2020
Q4 | $8.04M | Sell |
2,469
-677
| -22% | -$2.2M | 3.79% | 3 |
|
|
2020
Q3 | $9.91M | Sell |
3,146
-20
| -0.6% | -$63K | 5.2% | 1 |
|
|
2020
Q2 | $8.73M | Sell |
3,166
-9
| -0.3% | -$24.8K | 5.33% | 1 |
|
|
2020
Q1 | $6.19M | Buy |
3,175
+21
| +0.7% | +$40.9K | 4.81% | 1 |
|
|
2019
Q4 | $5.83M | Buy |
3,154
+628
| +25% | +$1.16M | 3.35% | 5 |
|
|
2019
Q3 | $4.38M | Sell |
2,526
-84
| -3% | -$146K | 2.66% | 10 |
|
|
2019
Q2 | $4.94M | Sell |
2,610
-1,248
| -32% | -$2.36M | 2.93% | 7 |
|
|
2019
Q1 | $6.87M | Buy |
3,858
+268
| +7% | +$477K | 4.06% | 2 |
|
|
2018
Q4 | $5.39M | Buy |
3,590
+776
| +28% | +$1.17M | 5.25% | 2 |
|
|
2018
Q3 | $5.64M | Buy |
2,814
+31
| +1% | +$62.1K | 4.24% | 3 |
|
|
2018
Q2 | $4.73M | Sell |
2,783
-1,005
| -27% | -$1.71M | 3.67% | 4 |
|
|
2018
Q1 | $5.48M | Buy |
3,788
+32
| +0.9% | +$46.3K | 4.5% | 1 |
|
|
2017
Q4 | $4.39M | Sell |
3,756
-37
| -1% | -$43.3K | 3.72% | 11 |
|
|
2017
Q3 | $3.65M | Sell |
3,793
-57
| -1% | -$54.8K | 2.99% | 17 |
|
|
2017
Q2 | $3.73M | Buy |
3,850
+41
| +1% | +$39.7K | 3.25% | 12 |
|
|
2017
Q1 | $3.38M | Sell |
3,809
-79
| -2% | -$70K | 2.79% | 18 |
|
|
2016
Q4 | $2.92M | Sell |
3,888
-1,520
| -28% | -$1.14M | 2.5% | 17 |
|
|
2016
Q3 | $4.53M | Sell |
5,408
-5,076
| -48% | -$4.25M | 3.21% | 9 |
|
|
2016
Q2 | $7.5M | Buy |
10,484
+5,155
| +97% | +$3.69M | 3.28% | 13 |
|
|
2016
Q1 | $3.16M | Buy |
+5,329
| New | +$3.16M | 2.45% | 18 |
|