SWA
SOA Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
73,298
-4,808
| -6% | -$809K | 2.32% | 7 |
|
|
2025
Q1 | $11M | Buy |
78,106
+12,157
| +18% | +$1.71M | 2.29% | 8 |
|
|
2024
Q4 | $14.5M | Sell |
65,949
-806
| -1% | -$177K | 2.67% | 6 |
|
|
2024
Q3 | $12.4M | Sell |
66,755
-145
| -0.2% | -$27K | 2.37% | 6 |
|
|
2024
Q2 | $12.9M | Buy |
66,900
+649
| +1% | +$125K | 2.6% | 6 |
|
|
2024
Q1 | $12M | Sell |
66,251
-335
| -0.5% | -$60.4K | 2.47% | 6 |
|
|
2023
Q4 | $10.1M | Sell |
66,586
-991
| -1% | -$151K | 2.25% | 7 |
|
|
2023
Q3 | $8.59M | Sell |
67,577
-79
| -0.1% | -$10K | 2.14% | 9 |
|
|
2023
Q2 | $8.82M | Sell |
67,656
-1,690
| -2% | -$220K | 2.07% | 8 |
|
|
2023
Q1 | $7.16M | Buy |
69,346
+230
| +0.3% | +$23.8K | 1.76% | 12 |
|
|
2022
Q4 | $5.81M | Sell |
69,116
-1,040
| -1% | -$87.4K | 1.56% | 14 |
|
|
2022
Q3 | $7.93M | Sell |
70,156
-25
| -0% | -$2.83K | 2.39% | 7 |
|
|
2022
Q2 | $7.45M | Buy |
70,181
+66,575
| +1,846% | +$7.07M | 2.2% | 8 |
|
|
2022
Q1 | $11.8M | Sell |
3,606
-775
| -18% | -$2.53M | 2.87% | 5 |
|
|
2021
Q4 | $14.8M | Sell |
4,381
-34
| -0.8% | -$115K | 3.58% | 4 |
|
|
2021
Q3 | $14.5M | Buy |
4,415
+66
| +2% | +$217K | 3.72% | 4 |
|
|
2021
Q2 | $15M | Buy |
4,349
+165
| +4% | +$568K | 3.84% | 4 |
|
|
2021
Q1 | $12.9M | Buy |
4,184
+42
| +1% | +$130K | 3.62% | 4 |
|
|
2020
Q4 | $13.6M | Buy |
+4,142
| New | +$13.6M | 3.71% | 4 |
|