VWA
V Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.64M | Sell |
44,390
-73,027
| -62% | -$9.28M | 4.52% | 4 |
|
|
2023
Q2 | $15.3M | Buy |
117,417
+1,209
| +1% | +$158K | 2.55% | 5 |
|
|
2023
Q1 | $12M | Sell |
116,208
-1,738
| -1% | -$180K | 2.25% | 6 |
|
|
2022
Q4 | $9.91M | Buy |
117,946
+1,349
| +1% | +$113K | 2.05% | 7 |
|
|
2022
Q3 | $13.2M | Sell |
116,597
-4,916
| -4% | -$556K | 2.64% | 6 |
|
|
2022
Q2 | $12.9M | Buy |
121,513
+115,789
| +2,023% | +$12.3M | 2.43% | 6 |
|
|
2022
Q1 | $18.7M | Sell |
5,724
-149
| -3% | -$486K | 2.99% | 5 |
|
|
2021
Q4 | $19.6M | Buy |
5,873
+25
| +0.4% | +$83.4K | 2.87% | 5 |
|
|
2021
Q3 | $19.2M | Sell |
5,848
-35
| -0.6% | -$115K | 2.97% | 5 |
|
|
2021
Q2 | $20.2M | Buy |
5,883
+310
| +6% | +$1.07M | 3.22% | 4 |
|
|
2021
Q1 | $17.2M | Buy |
5,573
+329
| +6% | +$1.02M | 3.17% | 4 |
|
|
2020
Q4 | $17.1M | Buy |
5,244
+2,709
| +107% | +$8.82M | 3.53% | 4 |
|
|
2020
Q3 | $7.98M | Sell |
2,535
-2,701
| -52% | -$8.5M | 5.53% | 2 |
|
|
2020
Q2 | $14.4M | Buy |
5,236
+466
| +10% | +$1.29M | 3.75% | 5 |
|
|
2020
Q1 | $9.3M | Buy |
4,770
+2,116
| +80% | +$4.13M | 2.91% | 5 |
|
|
2019
Q4 | $4.61M | Hold |
2,654
| – | – | 1.65% | 8 |
|
|
2019
Q3 | $4.61M | Buy |
2,654
+77
| +3% | +$134K | 1.65% | 8 |
|
|
2019
Q2 | $4.92M | Buy |
2,577
+159
| +7% | +$303K | 1.87% | 8 |
|
|
2019
Q1 | $4.63M | Buy |
+2,418
| New | +$4.63M | 1.87% | 10 |
|
|
2018
Q4 | – | Sell |
-1,385
| Closed | -$2.77M | – | 216 |
|
|
2018
Q3 | $2.77M | Buy |
+1,385
| New | +$2.77M | 1.28% | 10 |
|
|
2018
Q2 | – | Sell |
-1,221
| Closed | -$1.68M | – | 207 |
|
|
2018
Q1 | $1.68M | Buy |
1,221
+189
| +18% | +$259K | 0.89% | 34 |
|
|
2017
Q4 | $1.35M | Buy |
1,032
+205
| +25% | +$268K | 0.68% | 43 |
|
|
2017
Q3 | $795K | Sell |
827
-185
| -18% | -$178K | 0.4% | 61 |
|
|
2017
Q2 | $981K | Buy |
1,012
+107
| +12% | +$104K | 0.46% | 57 |
|
|
2017
Q1 | $801K | Buy |
905
+233
| +35% | +$206K | 0.49% | 59 |
|
|
2016
Q4 | $499K | Buy |
672
+13
| +2% | +$9.65K | 0.37% | 80 |
|
|
2016
Q3 | $552K | Sell |
659
-27
| -4% | -$22.6K | 0.45% | 70 |
|
|
2016
Q2 | $491K | Buy |
686
+70
| +11% | +$50.1K | 0.4% | 79 |
|
|
2016
Q1 | $370K | Buy |
+616
| New | +$370K | 0.3% | 87 |
|