SPWG
Sage Private Wealth Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
5,739
+453
| +9% | +$99.4K | 0.81% | 13 |
|
|
2025
Q1 | $1.01M | Buy |
5,286
+125
| +2% | +$23.8K | 0.76% | 12 |
|
|
2024
Q4 | $1.13M | Sell |
5,161
-58
| -1% | -$12.7K | 0.85% | 13 |
|
|
2024
Q3 | $972K | Buy |
5,219
+53
| +1% | +$9.88K | 0.77% | 11 |
|
|
2024
Q2 | $998K | Sell |
5,166
-129
| -2% | -$24.9K | 0.84% | 10 |
|
|
2024
Q1 | $955K | Buy |
5,295
+2,339
| +79% | +$422K | 0.77% | 15 |
|
|
2023
Q4 | $449K | Buy |
2,956
+1,371
| +86% | +$208K | 0.4% | 29 |
|
|
2023
Q3 | $201K | Buy |
+1,585
| New | +$201K | 0.28% | 47 |
|
|
2022
Q4 | – | Sell |
-3,567
| Closed | -$403K | – | 55 |
|
|
2022
Q3 | $403K | Buy |
3,567
+107
| +3% | +$12.1K | 0.53% | 15 |
|
|
2022
Q2 | $367K | Buy |
3,460
+3,277
| +1,791% | +$348K | 0.53% | 20 |
|
|
2022
Q1 | $597K | Sell |
183
-57
| -24% | -$186K | 0.58% | 12 |
|
|
2021
Q4 | $800K | Buy |
240
+4
| +2% | +$13.3K | 1% | 8 |
|
|
2021
Q3 | $775K | Sell |
236
-3
| -1% | -$9.85K | 1.07% | 6 |
|
|
2021
Q2 | $822K | Sell |
239
-1
| -0.4% | -$3.44K | 1.11% | 6 |
|
|
2021
Q1 | $743K | Buy |
240
+10
| +4% | +$31K | 1.28% | 4 |
|
|
2020
Q4 | $749K | Buy |
+230
| New | +$749K | 2.09% | 3 |
|