SVWG
Shared Vision Wealth Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
4,695
-95
| -2% | -$22.2K | 0.55% | 30 |
|
|
2025
Q1 | $911K | Buy |
4,790
+20
| +0.4% | +$3.81K | 0.5% | 30 |
|
|
2024
Q4 | $1.05M | Sell |
4,770
-396
| -8% | -$86.9K | 0.55% | 28 |
|
|
2024
Q3 | $963K | Sell |
5,166
-500
| -9% | -$93.2K | 0.51% | 28 |
|
|
2024
Q2 | $1.1M | Buy |
5,666
+1,645
| +41% | +$318K | 0.64% | 26 |
|
|
2024
Q1 | $725K | Hold |
4,021
| – | – | 0.45% | 30 |
|
|
2023
Q4 | $611K | Buy |
+4,021
| New | +$611K | 0.41% | 34 |
|