SAG
SageView Advisory Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
70,531
-1,419
| -2% | -$330K | 0.62% | 18 |
|
|
2025
Q1 | $13.7M | Sell |
71,950
-1,561
| -2% | -$297K | 0.58% | 22 |
|
|
2024
Q4 | $16.1M | Buy |
73,511
+21,592
| +42% | +$4.74M | 0.69% | 20 |
|
|
2024
Q3 | $9.67M | Sell |
51,919
-18,445
| -26% | -$3.44M | 0.49% | 29 |
|
|
2024
Q2 | $13.6M | Buy |
70,364
+10,238
| +17% | +$1.98M | 0.63% | 21 |
|
|
2024
Q1 | $10.8M | Sell |
60,126
-20,667
| -26% | -$3.73M | 0.55% | 27 |
|
|
2023
Q4 | $12.8M | Buy |
80,793
+36,141
| +81% | +$5.75M | 0.55% | 24 |
|
|
2023
Q3 | $5.68M | Buy |
44,652
+1,025
| +2% | +$130K | 0.33% | 42 |
|
|
2023
Q2 | $5.69M | Buy |
43,627
+6,410
| +17% | +$836K | 0.32% | 46 |
|
|
2023
Q1 | $3.84M | Buy |
37,217
+9,568
| +35% | +$988K | 0.25% | 65 |
|
|
2022
Q4 | $2.32M | Buy |
+27,649
| New | +$2.32M | 0.19% | 87 |
|