USWIA
UP Strategic Wealth Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
12,648
-1,380
| -10% | -$303K | 2.16% | 10 |
|
|
2025
Q1 | $2.67M | Buy |
14,028
+1,648
| +13% | +$314K | 2.37% | 10 |
|
|
2024
Q4 | $2.72M | Buy |
12,380
+2,640
| +27% | +$579K | 2.72% | 10 |
|
|
2024
Q3 | $1.81M | Buy |
9,740
+3,269
| +51% | +$609K | 2.03% | 10 |
|
|
2024
Q2 | $1.25M | Buy |
6,471
+264
| +4% | +$51K | 1.89% | 11 |
|
|
2024
Q1 | $1.12M | Hold |
6,207
| – | – | 1.83% | 11 |
|
|
2023
Q4 | $943K | Buy |
+6,207
| New | +$943K | 1.72% | 14 |
|