SGWM
Sterling Group Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
7,085
+24
| +0.3% | +$5.27K | 0.86% | 14 |
|
|
2025
Q1 | $1.34M | Buy |
7,061
+15
| +0.2% | +$2.85K | 0.72% | 17 |
|
|
2024
Q4 | $1.55M | Buy |
7,046
+203
| +3% | +$44.5K | 0.8% | 15 |
|
|
2024
Q3 | $1.28M | Hold |
6,843
| – | – | 0.68% | 17 |
|
|
2024
Q2 | $1.32M | Buy |
+6,843
| New | +$1.32M | 0.76% | 16 |
|
|
2024
Q1 | – | Sell |
-7,096
| Closed | -$1.08M | – | 7 |
|
|
2023
Q4 | $1.08M | Buy |
7,096
+3
| +0% | +$456 | 0.84% | 15 |
|
|
2023
Q3 | $902K | Hold |
7,093
| – | – | 0.85% | 14 |
|
|
2023
Q2 | $925K | Sell |
7,093
-621
| -8% | -$81K | 0.8% | 14 |
|
|
2023
Q1 | $797K | Buy |
7,714
+101
| +1% | +$10.4K | 0.75% | 16 |
|
|
2022
Q4 | $639K | Buy |
+7,613
| New | +$639K | 0.63% | 19 |
|