SW
SkyOak Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
34,990
+581
| +2% | +$127K | 1.54% | 15 |
|
|
2025
Q1 | $6.55M | Buy |
34,409
+1,032
| +3% | +$196K | 1.43% | 19 |
|
|
2024
Q4 | $7.32M | Buy |
33,377
+1,292
| +4% | +$283K | 1.57% | 15 |
|
|
2024
Q3 | $5.98M | Sell |
32,085
-156
| -0.5% | -$29.1K | 1.32% | 20 |
|
|
2024
Q2 | $6.23M | Buy |
32,241
+5
| +0% | +$966 | 1.45% | 17 |
|
|
2024
Q1 | $5.81M | Buy |
32,236
+488
| +2% | +$88K | 1.39% | 18 |
|
|
2023
Q4 | $4.82M | Buy |
31,748
+810
| +3% | +$123K | 1.26% | 20 |
|
|
2023
Q3 | $3.93M | Buy |
30,938
+633
| +2% | +$80.5K | 1.15% | 23 |
|
|
2023
Q2 | $3.95M | Buy |
30,305
+2,308
| +8% | +$301K | 1.12% | 24 |
|
|
2023
Q1 | $2.89M | Buy |
27,997
+2,413
| +9% | +$249K | 0.88% | 32 |
|
|
2022
Q4 | $2.15M | Buy |
25,584
+498
| +2% | +$41.8K | 0.72% | 38 |
|
|
2022
Q3 | $2.84M | Buy |
25,086
+36
| +0.1% | +$4.07K | 1.02% | 28 |
|
|
2022
Q2 | $2.66M | Buy |
25,050
+23,839
| +1,969% | +$2.53M | 0.91% | 33 |
|
|
2022
Q1 | $3.95M | Buy |
1,211
+30
| +3% | +$97.8K | 1.1% | 27 |
|
|
2021
Q4 | $3.94M | Buy |
1,181
+10
| +0.9% | +$33.3K | 1% | 32 |
|
|
2021
Q3 | $3.85M | Buy |
1,171
+42
| +4% | +$138K | 1.04% | 28 |
|
|
2021
Q2 | $3.88M | Buy |
1,129
+26
| +2% | +$89.4K | 1.04% | 26 |
|
|
2021
Q1 | $3.82M | Sell |
1,103
-22
| -2% | -$76.1K | 1.06% | 24 |
|
|
2020
Q4 | $3.66M | Sell |
1,125
-78
| -6% | -$254K | 1.14% | 23 |
|
|
2020
Q3 | $3.79M | Sell |
1,203
-498
| -29% | -$1.57M | 1.36% | 16 |
|
|
2020
Q2 | $4.69M | Buy |
1,701
+343
| +25% | +$946K | 1.73% | 11 |
|
|
2020
Q1 | $2.65M | Sell |
1,358
-140
| -9% | -$273K | 1.35% | 16 |
|
|
2019
Q4 | $2.77M | Buy |
+1,498
| New | +$2.77M | 0.86% | 31 |
|