SWM
Sagace Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
3,390
+311
| +10% | +$68.2K | 0.56% | 38 |
|
|
2025
Q1 | $586K | Sell |
3,079
-184
| -6% | -$35K | 0.44% | 42 |
|
|
2024
Q4 | $716K | Sell |
3,263
-297
| -8% | -$65.2K | 0.54% | 42 |
|
|
2024
Q3 | $668K | Buy |
3,560
+1,438
| +68% | +$270K | 0.52% | 40 |
|
|
2024
Q2 | $387K | Buy |
+2,122
| New | +$387K | 0.38% | 41 |
|