SPW
Sonoma Private Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
5,164
-759
| -13% | -$167K | 1.39% | 14 |
|
|
2025
Q1 | $1.13M | Buy |
5,923
+514
| +10% | +$97.8K | 1.56% | 15 |
|
|
2024
Q4 | $1.19M | Buy |
5,409
+149
| +3% | +$32.7K | 1.92% | 13 |
|
|
2024
Q3 | $980K | Buy |
5,260
+66
| +1% | +$12.3K | 1.53% | 15 |
|
|
2024
Q2 | $1M | Buy |
5,194
+37
| +0.7% | +$7.15K | 1.63% | 15 |
|
|
2024
Q1 | $930K | Buy |
5,157
+944
| +22% | +$170K | 1.5% | 15 |
|
|
2023
Q4 | $640K | Sell |
4,213
-472
| -10% | -$71.7K | 1.06% | 32 |
|
|
2023
Q3 | $596K | Buy |
4,685
+86
| +2% | +$10.9K | 1.09% | 36 |
|
|
2023
Q2 | $600K | Sell |
4,599
-25
| -0.5% | -$3.26K | 1.05% | 33 |
|
|
2023
Q1 | $478K | Buy |
4,624
+90
| +2% | +$9.3K | 0.95% | 41 |
|
|
2022
Q4 | $381K | Buy |
+4,534
| New | +$381K | 0.84% | 40 |
|