SWA
Sax Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
33,710
+5,783
| +21% | +$1.27M | 0.45% | 38 |
|
|
2025
Q1 | $5.31M | Buy |
27,927
+810
| +3% | +$154K | 0.38% | 45 |
|
|
2024
Q4 | $5.95M | Buy |
+27,117
| New | +$5.95M | 0.47% | 34 |
|
|
2024
Q3 | – | Sell |
-24,062
| Closed | -$4.65M | – | 294 |
|
|
2024
Q2 | $4.65M | Buy |
+24,062
| New | +$4.65M | 0.44% | 34 |
|
|
2024
Q1 | – | Sell |
-18,033
| Closed | -$2.74M | – | 196 |
|
|
2023
Q4 | $2.74M | Buy |
18,033
+140
| +0.8% | +$21.3K | 0.45% | 41 |
|
|
2023
Q3 | $2.27M | Buy |
17,893
+2,727
| +18% | +$347K | 0.45% | 42 |
|
|
2023
Q2 | $1.98M | Sell |
15,166
-151
| -1% | -$19.7K | 0.39% | 46 |
|
|
2023
Q1 | $1.58M | Buy |
15,317
+4,340
| +40% | +$448K | 0.34% | 48 |
|
|
2022
Q4 | $922K | Sell |
10,977
-3,826
| -26% | -$321K | 0.21% | 62 |
|
|
2022
Q3 | $1.67M | Sell |
14,803
-200
| -1% | -$22.6K | 0.43% | 46 |
|
|
2022
Q2 | $1.59M | Buy |
15,003
+14,490
| +2,825% | +$1.54M | 0.41% | 46 |
|
|
2022
Q1 | $1.67M | Buy |
513
+36
| +8% | +$117K | 0.4% | 42 |
|
|
2021
Q4 | $1.59M | Buy |
477
+164
| +52% | +$547K | 0.33% | 52 |
|
|
2021
Q3 | $1.03M | Buy |
313
+23
| +8% | +$75.7K | 0.24% | 62 |
|
|
2021
Q2 | $998K | Sell |
290
-6
| -2% | -$20.6K | 0.34% | 57 |
|
|
2021
Q1 | $916K | Buy |
296
+25
| +9% | +$77.4K | 0.34% | 58 |
|
|
2020
Q4 | $883K | Buy |
+271
| New | +$883K | 0.41% | 54 |
|