TWA
Tandem Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Buy |
5,883
+896
| +18% | +$197K | 0.64% | 16 |
|
2025
Q1 | $949K | Sell |
4,987
-859
| -15% | -$163K | 0.5% | 19 |
|
2024
Q4 | $1.28M | Buy |
5,846
+253
| +5% | +$55.5K | 0.65% | 18 |
|
2024
Q3 | $1.04M | Buy |
5,593
+1,824
| +48% | +$340K | 0.53% | 18 |
|
2024
Q2 | $728K | Sell |
3,769
-24
| -0.6% | -$4.64K | 0.39% | 19 |
|
2024
Q1 | $684K | Buy |
3,793
+918
| +32% | +$166K | 0.38% | 19 |
|
2023
Q4 | $437K | Hold |
2,875
| – | – | 0.25% | 24 |
|
2023
Q3 | $365K | Buy |
2,875
+39
| +1% | +$4.96K | 0.22% | 29 |
|
2023
Q2 | $370K | Buy |
2,836
+536
| +23% | +$69.9K | 0.22% | 30 |
|
2023
Q1 | $238K | Hold |
2,300
| – | – | 0.15% | 39 |
|
2022
Q4 | $193K | Buy |
+2,300
| New | +$193K | 0.12% | 49 |
|