SWM
SFG Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
9,279
-428
| -4% | -$93.9K | 1.23% | 19 |
|
|
2025
Q1 | $1.85M | Sell |
9,707
-2,047
| -17% | -$389K | 0.9% | 22 |
|
|
2024
Q4 | $2.58M | Sell |
11,754
-70
| -0.6% | -$15.4K | 1.35% | 16 |
|
|
2024
Q3 | $2.2M | Sell |
11,824
-139
| -1% | -$25.9K | 1.17% | 17 |
|
|
2024
Q2 | $2.31M | Buy |
11,963
+200
| +2% | +$38.7K | 1.32% | 16 |
|
|
2024
Q1 | $2.12M | Buy |
11,763
+99
| +0.8% | +$17.9K | 1.26% | 16 |
|
|
2023
Q4 | $1.77M | Hold |
11,664
| – | – | 1.18% | 16 |
|
|
2023
Q3 | $1.48M | Sell |
11,664
-225
| -2% | -$28.6K | 1.18% | 15 |
|
|
2023
Q2 | $1.55M | Buy |
11,889
+2,450
| +26% | +$319K | 1.3% | 15 |
|
|
2023
Q1 | $975K | Buy |
9,439
+600
| +7% | +$62K | 1.08% | 21 |
|
|
2022
Q4 | $742K | Sell |
8,839
-470
| -5% | -$39.5K | 0.92% | 26 |
|
|
2022
Q3 | $1.05M | Sell |
9,309
-131
| -1% | -$14.8K | 1.42% | 21 |
|
|
2022
Q2 | $1M | Buy |
9,440
+8,995
| +2,021% | +$956K | 1.17% | 27 |
|
|
2022
Q1 | $1.45M | Sell |
445
-11
| -2% | -$35.9K | 1.36% | 25 |
|
|
2021
Q4 | $1.52M | Buy |
+456
| New | +$1.52M | 1.35% | 27 |
|