SWAG
Spectrum Wealth Advisory Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
8,479
+248
| +3% | +$54.4K | 0.87% | 18 |
|
|
2025
Q1 | $1.57M | Hold |
8,231
| – | – | 0.75% | 19 |
|
|
2024
Q4 | $1.81M | Buy |
8,231
+3,109
| +61% | +$682K | 0.85% | 17 |
|
|
2024
Q3 | $954K | Sell |
5,122
-275
| -5% | -$51.2K | 0.54% | 22 |
|
|
2024
Q2 | $1.04M | Buy |
5,397
+55
| +1% | +$10.6K | 1.12% | 13 |
|
|
2024
Q1 | $964K | Buy |
5,342
+398
| +8% | +$71.8K | 1.11% | 14 |
|
|
2023
Q4 | $751K | Buy |
4,944
+195
| +4% | +$29.6K | 0.93% | 14 |
|
|
2023
Q3 | $604K | Hold |
4,749
| – | – | 0.84% | 17 |
|
|
2023
Q2 | $619K | Sell |
4,749
-1,079
| -19% | -$141K | 0.82% | 17 |
|
|
2023
Q1 | $602K | Buy |
5,828
+150
| +3% | +$15.5K | 0.81% | 18 |
|
|
2022
Q4 | $477K | Buy |
5,678
+625
| +12% | +$52.5K | 0.66% | 19 |
|
|
2022
Q3 | $571K | Sell |
5,053
-657
| -12% | -$74.2K | 0.72% | 24 |
|
|
2022
Q2 | $606K | Buy |
5,710
+5,473
| +2,309% | +$581K | 0.68% | 24 |
|
|
2022
Q1 | $773K | Sell |
237
-4
| -2% | -$13K | 0.75% | 23 |
|
|
2021
Q4 | $804K | Sell |
241
-2
| -0.8% | -$6.67K | 0.72% | 25 |
|
|
2021
Q3 | $798K | Buy |
243
+10
| +4% | +$32.8K | 0.79% | 24 |
|
|
2021
Q2 | $802K | Hold |
233
| – | – | 0.79% | 25 |
|
|
2021
Q1 | $721K | Sell |
233
-6
| -3% | -$18.6K | 0.69% | 23 |
|
|
2020
Q4 | $778K | Sell |
239
-233
| -49% | -$758K | 0.88% | 21 |
|
|
2020
Q3 | $1.48M | Buy |
472
+226
| +92% | +$710K | 0.95% | 20 |
|
|
2020
Q2 | $679K | Hold |
246
| – | – | 0.96% | 22 |
|
|
2020
Q1 | $477K | Buy |
246
+23
| +10% | +$44.6K | 1.03% | 19 |
|
|
2019
Q4 | $412K | Hold |
223
| – | – | 0.74% | 20 |
|
|
2019
Q3 | $387K | Sell |
223
-86
| -28% | -$149K | 0.77% | 20 |
|
|
2019
Q2 | $586K | Sell |
309
-5
| -2% | -$9.48K | 1.2% | 20 |
|
|
2019
Q1 | $559K | Buy |
+314
| New | +$559K | 0.87% | 20 |
|