SFWA
Summit Financial Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.43M | Sell |
7,508
-445
| -6% | -$84.7K | 0.28% | 45 |
|
|
2024
Q4 | $1.89M | Buy |
7,953
+868
| +12% | +$206K | 0.37% | 43 |
|
|
2024
Q3 | $1.32M | Sell |
7,085
-60
| -0.8% | -$11.2K | 0.25% | 48 |
|
|
2024
Q2 | $1.38M | Buy |
7,145
+97
| +1% | +$18.7K | 0.28% | 46 |
|
|
2024
Q1 | $1.27M | Buy |
7,048
+67
| +1% | +$12.1K | 0.26% | 49 |
|
|
2023
Q4 | $1.06M | Hold |
6,981
| – | – | 0.24% | 52 |
|
|
2023
Q3 | $996K | Buy |
6,981
+729
| +12% | +$104K | 0.24% | 50 |
|
|
2023
Q2 | $815K | Buy |
6,252
+170
| +3% | +$22.2K | 0.19% | 59 |
|
|
2023
Q1 | $628K | Sell |
6,082
-690
| -10% | -$71.3K | 0.15% | 71 |
|
|
2022
Q4 | $569K | Buy |
6,772
+240
| +4% | +$20.2K | 0.14% | 75 |
|
|
2022
Q3 | $725K | Sell |
6,532
-75
| -1% | -$8.32K | 0.21% | 56 |
|
|
2022
Q2 | $800K | Buy |
6,607
+6,288
| +1,971% | +$761K | 0.19% | 58 |
|
|
2022
Q1 | $1.04M | Sell |
319
-38
| -11% | -$124K | 0.21% | 50 |
|
|
2021
Q4 | $1.2M | Buy |
357
+10
| +3% | +$33.5K | 0.23% | 49 |
|
|
2021
Q3 | $1.14M | Buy |
347
+2
| +0.6% | +$6.57K | 0.26% | 49 |
|
|
2021
Q2 | $1.19M | Sell |
345
-23
| -6% | -$79.1K | 0.27% | 49 |
|
|
2021
Q1 | $1.2M | Sell |
368
-3
| -0.8% | -$9.77K | 0.31% | 43 |
|
|
2020
Q4 | $1.17M | Sell |
371
-13
| -3% | -$40.9K | 0.32% | 40 |
|
|
2020
Q3 | $1.15M | Sell |
384
-2
| -0.5% | -$6.01K | 0.31% | 45 |
|
|
2020
Q2 | $1.19M | Sell |
386
-4
| -1% | -$12.3K | 0.32% | 45 |
|
|
2020
Q1 | $779K | Buy |
390
+3
| +0.8% | +$5.99K | 0.25% | 52 |
|
|
2019
Q4 | $708K | Buy |
387
+8
| +2% | +$14.6K | 0.17% | 70 |
|
|
2019
Q3 | $656K | Buy |
379
+25
| +7% | +$43.3K | 0.16% | 81 |
|
|
2019
Q2 | $670K | Sell |
354
-47
| -12% | -$89K | 0.16% | 89 |
|
|
2019
Q1 | $730K | Buy |
401
+21
| +6% | +$38.2K | 0.19% | 73 |
|
|
2018
Q4 | $571K | Buy |
+380
| New | +$571K | 0.19% | 75 |
|
|
2018
Q3 | – | Sell |
-335
| Closed | -$485K | – | 145 |
|
|
2018
Q2 | $485K | Sell |
335
-10
| -3% | -$14.5K | 0.16% | 85 |
|
|
2018
Q1 | $499K | Buy |
345
+166
| +93% | +$240K | 0.16% | 85 |
|
|
2017
Q4 | $209K | Buy |
+179
| New | +$209K | 0.07% | 137 |
|