SWA
SFMG Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
98,858
+3,342
| +3% | +$733K | 1.63% | 12 |
|
|
2025
Q1 | $18.2M | Sell |
95,516
-1,304
| -1% | -$248K | 1.43% | 11 |
|
|
2024
Q4 | $21.2M | Buy |
96,820
+1,360
| +1% | +$298K | 1.67% | 11 |
|
|
2024
Q3 | $17.8M | Sell |
95,460
-2,950
| -3% | -$550K | 1.44% | 12 |
|
|
2024
Q2 | $19M | Sell |
98,410
-3,293
| -3% | -$636K | 1.65% | 12 |
|
|
2024
Q1 | $18.3M | Sell |
101,703
-764
| -0.7% | -$138K | 1.58% | 13 |
|
|
2023
Q4 | $15.6M | Sell |
102,467
-1,440
| -1% | -$219K | 1.44% | 13 |
|
|
2023
Q3 | $13.2M | Buy |
103,907
+2,234
| +2% | +$284K | 1.36% | 13 |
|
|
2023
Q2 | $13.3M | Buy |
101,673
+1,032
| +1% | +$135K | 1.36% | 12 |
|
|
2023
Q1 | $10.4M | Buy |
100,641
+7,491
| +8% | +$774K | 1.12% | 13 |
|
|
2022
Q4 | $7.82M | Buy |
93,150
+6,515
| +8% | +$547K | 0.87% | 17 |
|
|
2022
Q3 | $9.78M | Buy |
86,635
+1,966
| +2% | +$222K | 1.14% | 14 |
|
|
2022
Q2 | $8.99M | Buy |
84,669
+80,596
| +1,979% | +$8.56M | 1.04% | 14 |
|
|
2022
Q1 | $13.3M | Buy |
4,073
+265
| +7% | +$864K | 1.31% | 14 |
|
|
2021
Q4 | $12.7M | Sell |
3,808
-2
| -0.1% | -$6.67K | 1.23% | 14 |
|
|
2021
Q3 | $12.5M | Buy |
3,810
+128
| +3% | +$420K | 1.39% | 14 |
|
|
2021
Q2 | $12.7M | Buy |
3,682
+98
| +3% | +$337K | 1.41% | 14 |
|
|
2021
Q1 | $11.1M | Buy |
3,584
+259
| +8% | +$801K | 1.29% | 15 |
|
|
2020
Q4 | $10.8M | Buy |
3,325
+726
| +28% | +$2.36M | 1.37% | 14 |
|
|
2020
Q3 | $8.18M | Buy |
2,599
+99
| +4% | +$312K | 1.13% | 16 |
|
|
2020
Q2 | $6.9M | Buy |
2,500
+433
| +21% | +$1.19M | 0.98% | 21 |
|
|
2020
Q1 | $4.03M | Buy |
2,067
+540
| +35% | +$1.05M | 0.6% | 19 |
|
|
2019
Q4 | $2.82M | Sell |
1,527
-141
| -8% | -$261K | 0.35% | 26 |
|
|
2019
Q3 | $2.9M | Buy |
1,668
+19
| +1% | +$33K | 0.39% | 22 |
|
|
2019
Q2 | $3.2M | Sell |
1,649
-33
| -2% | -$64.1K | 0.43% | 19 |
|
|
2019
Q1 | $3M | Sell |
1,682
-241
| -13% | -$429K | 0.43% | 23 |
|
|
2018
Q4 | $2.61M | Buy |
1,923
+249
| +15% | +$338K | 0.42% | 24 |
|
|
2018
Q3 | $2.79M | Sell |
1,674
-69
| -4% | -$115K | 0.43% | 20 |
|
|
2018
Q2 | $2.68M | Buy |
1,743
+211
| +14% | +$324K | 0.43% | 22 |
|
|
2018
Q1 | $2.22M | Buy |
1,532
+209
| +16% | +$302K | 0.38% | 22 |
|
|
2017
Q4 | $1.55M | Buy |
1,323
+209
| +19% | +$244K | 0.26% | 31 |
|
|
2017
Q3 | $1.07M | Buy |
1,114
+61
| +6% | +$58.6K | 0.21% | 39 |
|
|
2017
Q2 | $1.02M | Buy |
1,053
+62
| +6% | +$60K | 0.21% | 39 |
|
|
2017
Q1 | $879K | Buy |
991
+51
| +5% | +$45.2K | 0.18% | 45 |
|
|
2016
Q4 | $705K | Buy |
940
+228
| +32% | +$171K | 0.15% | 54 |
|
|
2016
Q3 | $596K | Sell |
712
-48
| -6% | -$40.2K | 0.13% | 57 |
|
|
2016
Q2 | $544K | Buy |
+760
| New | +$544K | 0.12% | 62 |
|
|
2015
Q2 | – | Sell |
-705
| Closed | -$262K | – | 123 |
|
|
2015
Q1 | $262K | Buy |
+705
| New | +$262K | 0.02% | 144 |
|