SVWAG
Sound View Wealth Advisors Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
89,856
+2,455
| +3% | +$539K | 1.46% | 13 |
|
|
2025
Q1 | $16.6M | Buy |
87,401
+866
| +1% | +$165K | 1.36% | 15 |
|
|
2024
Q4 | $19M | Sell |
86,535
-689
| -0.8% | -$151K | 1.53% | 13 |
|
|
2024
Q3 | $16.3M | Buy |
87,224
+15,976
| +22% | +$2.98M | 1.33% | 16 |
|
|
2024
Q2 | $13.8M | Sell |
71,248
-452
| -0.6% | -$87.3K | 1.42% | 16 |
|
|
2024
Q1 | $12.9M | Sell |
71,700
-8,863
| -11% | -$1.6M | 1.38% | 16 |
|
|
2023
Q4 | $12.2M | Sell |
80,563
-2,691
| -3% | -$409K | 1.35% | 15 |
|
|
2023
Q3 | $10.6M | Buy |
83,254
+7,194
| +9% | +$915K | 1.32% | 16 |
|
|
2023
Q2 | $9.92M | Sell |
76,060
-12,741
| -14% | -$1.66M | 1.3% | 15 |
|
|
2023
Q1 | $9.17M | Buy |
88,801
+8,238
| +10% | +$851K | 1.26% | 17 |
|
|
2022
Q4 | $12.2M | Buy |
80,563
+20,261
| +34% | +$3.08M | 1.35% | 15 |
|
|
2022
Q3 | $6.81M | Sell |
60,302
-811
| -1% | -$91.6K | 1.53% | 14 |
|
|
2022
Q2 | $6.49M | Buy |
61,113
+58,163
| +1,972% | +$6.18M | 1.36% | 17 |
|
|
2022
Q1 | $9.62M | Buy |
2,950
+190
| +7% | +$619K | 1.83% | 9 |
|
|
2021
Q4 | $9.2M | Sell |
2,760
-18
| -0.6% | -$60K | 1.74% | 11 |
|
|
2021
Q3 | $9.13M | Buy |
2,778
+148
| +6% | +$486K | 1.91% | 8 |
|
|
2021
Q2 | $9.05M | Buy |
2,630
+69
| +3% | +$237K | 1.9% | 8 |
|
|
2021
Q1 | $7.92M | Buy |
2,561
+28
| +1% | +$86.6K | 1.85% | 9 |
|
|
2020
Q4 | $8.25M | Buy |
2,533
+93
| +4% | +$303K | 2.02% | 7 |
|
|
2020
Q3 | $7.68M | Buy |
2,440
+38
| +2% | +$120K | 2.02% | 9 |
|
|
2020
Q2 | $6.63M | Buy |
2,402
+399
| +20% | +$1.1M | 1.87% | 10 |
|
|
2020
Q1 | $3.91M | Buy |
2,003
+156
| +8% | +$304K | 1.35% | 20 |
|
|
2019
Q4 | $3.41M | Sell |
1,847
-95
| -5% | -$176K | 0.96% | 35 |
|
|
2019
Q3 | $3.37M | Sell |
1,942
-84
| -4% | -$146K | 1% | 30 |
|
|
2019
Q2 | $3.84M | Buy |
+2,026
| New | +$3.84M | 1.13% | 22 |
|