TA
TruWealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40M | Buy |
182,140
+4,659
| +3% | +$1.02M | 2.2% | 12 |
|
|
2025
Q1 | $33.8M | Buy |
177,481
+1,126
| +0.6% | +$214K | 2.04% | 13 |
|
|
2024
Q4 | $38.7M | Sell |
176,355
-7,818
| -4% | -$1.72M | 2.33% | 11 |
|
|
2024
Q3 | $34.3M | Buy |
184,173
+1,080
| +0.6% | +$201K | 2.1% | 13 |
|
|
2024
Q2 | $35.4M | Buy |
183,093
+950
| +0.5% | +$184K | 2.35% | 13 |
|
|
2024
Q1 | $32.9M | Sell |
182,143
-1,244
| -0.7% | -$224K | 2.29% | 11 |
|
|
2023
Q4 | $27.9M | Buy |
183,387
+694
| +0.4% | +$105K | 2.13% | 15 |
|
|
2023
Q3 | $23.2M | Buy |
182,693
+888
| +0.5% | +$113K | 2% | 18 |
|
|
2023
Q2 | $23.7M | Buy |
181,805
+2,905
| +2% | +$379K | 2.03% | 15 |
|
|
2023
Q1 | $18.5M | Buy |
178,900
+7,233
| +4% | +$747K | 1.69% | 18 |
|
|
2022
Q4 | $14.4M | Buy |
171,667
+4,311
| +3% | +$362K | 1.41% | 19 |
|
|
2022
Q3 | $18.9M | Buy |
167,356
+52,432
| +46% | +$5.92M | 2% | 14 |
|
|
2022
Q2 | $12.2M | Buy |
114,924
+109,871
| +2,174% | +$11.7M | 1.31% | 20 |
|
|
2022
Q1 | $16.5M | Buy |
5,053
+369
| +8% | +$1.2M | 1.71% | 19 |
|
|
2021
Q4 | $15.6M | Buy |
4,684
+181
| +4% | +$603K | 1.58% | 18 |
|
|
2021
Q3 | $14.8M | Buy |
4,503
+96
| +2% | +$315K | 1.65% | 17 |
|
|
2021
Q2 | $15.2M | Buy |
4,407
+208
| +5% | +$716K | 1.78% | 14 |
|
|
2021
Q1 | $13M | Buy |
4,199
+229
| +6% | +$709K | 1.76% | 15 |
|
|
2020
Q4 | $12.9M | Buy |
+3,970
| New | +$12.9M | 1.93% | 12 |
|