TBWA
Three Bridge Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
8,000
+6,720
| +525% | +$1.47M | 0.46% | 33 |
|
2025
Q1 | $244K | Hold |
1,280
| – | – | 0.08% | 77 |
|
2024
Q4 | $281K | Buy |
+1,280
| New | +$281K | 0.1% | 77 |
|
2024
Q2 | – | Sell |
-3,380
| Closed | -$610K | – | 92 |
|
2024
Q1 | $610K | Hold |
3,380
| – | – | 0.24% | 57 |
|
2023
Q4 | $514K | Sell |
3,380
-171
| -5% | -$26K | 0.18% | 60 |
|
2023
Q3 | $451K | Hold |
3,551
| – | – | 0.19% | 61 |
|
2023
Q2 | $463K | Hold |
3,551
| – | – | 0.2% | 61 |
|
2023
Q1 | $367K | Buy |
3,551
+171
| +5% | +$17.7K | 0.17% | 62 |
|
2022
Q4 | $285K | Sell |
3,380
-280
| -8% | -$23.6K | 0.15% | 67 |
|
2022
Q3 | $414K | Hold |
3,660
| – | – | 0.21% | 59 |
|
2022
Q2 | $389K | Buy |
3,660
+3,427
| +1,471% | +$364K | 0.19% | 63 |
|
2022
Q1 | $760K | Buy |
+233
| New | +$760K | 0.21% | 49 |
|