TWA
TPB Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,724
| Closed | -$239K | – | 38 |
|
|
2022
Q4 | $239K | Buy |
2,724
+84
| +3% | +$7.37K | 0.12% | 42 |
|
|
2022
Q3 | $298K | Sell |
2,640
-1,017
| -28% | -$115K | 0.14% | 38 |
|
|
2022
Q2 | $391K | Buy |
3,657
+3,514
| +2,457% | +$376K | 0.18% | 39 |
|
|
2022
Q1 | $466K | Hold |
143
| – | – | 0.17% | 35 |
|
|
2021
Q4 | $477K | Buy |
143
+20
| +16% | +$66.7K | 0.23% | 34 |
|
|
2021
Q3 | $404K | Sell |
123
-15
| -11% | -$49.3K | 0.29% | 33 |
|
|
2021
Q2 | $473K | Buy |
138
+15
| +12% | +$51.4K | 0.31% | 33 |
|
|
2021
Q1 | $380K | Hold |
123
| – | – | 0.33% | 30 |
|
|
2020
Q4 | $400K | Buy |
+123
| New | +$400K | 0.4% | 23 |
|