SWA
Strata Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
6,033
+324
| +6% | +$71.1K | 0.36% | 33 |
|
|
2025
Q1 | $1.09M | Sell |
5,709
-698
| -11% | -$133K | 0.34% | 33 |
|
|
2024
Q4 | $1.41M | Buy |
6,407
+606
| +10% | +$133K | 0.44% | 28 |
|
|
2024
Q3 | $1.08M | Buy |
5,801
+171
| +3% | +$31.9K | 0.35% | 32 |
|
|
2024
Q2 | $1.09M | Buy |
5,630
+731
| +15% | +$141K | 0.37% | 29 |
|
|
2024
Q1 | $884K | Buy |
4,899
+264
| +6% | +$47.6K | 0.31% | 35 |
|
|
2023
Q4 | $704K | Sell |
4,635
-227
| -5% | -$34.5K | 0.28% | 38 |
|
|
2023
Q3 | $618K | Buy |
+4,862
| New | +$618K | 0.3% | 27 |
|
|
2023
Q1 | $1.66M | Sell |
16,105
-453
| -3% | -$46.8K | 0.86% | 13 |
|
|
2022
Q4 | $1.39M | Buy |
+16,558
| New | +$1.39M | 0.77% | 16 |
|