SWM
SilverOak Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
10,346
+2,813
| +37% | +$617K | 0.43% | 29 |
|
|
2025
Q1 | $1.43M | Hold |
7,533
| – | – | 0.31% | 36 |
|
|
2024
Q4 | $1.65M | Sell |
7,533
-361
| -5% | -$79.2K | 0.36% | 32 |
|
|
2024
Q3 | $1.47M | Buy |
7,894
+64
| +0.8% | +$11.9K | 0.33% | 33 |
|
|
2024
Q2 | $1.51M | Buy |
7,830
+2,024
| +35% | +$391K | 0.36% | 32 |
|
|
2024
Q1 | $1.05M | Sell |
5,806
-28
| -0.5% | -$5.05K | 0.26% | 37 |
|
|
2023
Q4 | $886K | Buy |
+5,834
| New | +$886K | 0.24% | 40 |
|