WWA
WCG Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.8M | Buy |
108,697
+1,928
| +2% | +$423K | 1.54% | 12 |
|
2025
Q1 | $20.3M | Sell |
106,769
-11,711
| -10% | -$2.23M | 1.54% | 15 |
|
2024
Q4 | $26M | Sell |
118,480
-7,289
| -6% | -$1.6M | 1.72% | 9 |
|
2024
Q3 | $23.4M | Buy |
125,769
+2,246
| +2% | +$419K | 1.58% | 14 |
|
2024
Q2 | $23.9M | Buy |
123,523
+8,429
| +7% | +$1.63M | 1.77% | 14 |
|
2024
Q1 | $20.8M | Sell |
115,094
-27,382
| -19% | -$4.94M | 1.74% | 14 |
|
2023
Q4 | $21.6M | Buy |
142,476
+288
| +0.2% | +$43.8K | 1.59% | 13 |
|
2023
Q3 | $18.1M | Buy |
+142,188
| New | +$18.1M | 1.33% | 18 |
|
2023
Q2 | – | Sell |
-60,751
| Closed | -$6.28M | – | 160 |
|
2023
Q1 | $6.28M | Buy |
60,751
+12,996
| +27% | +$1.34M | 0.8% | 38 |
|
2022
Q4 | $4.01M | Buy |
47,755
+4,084
| +9% | +$343K | 0.55% | 48 |
|
2022
Q3 | $5.42M | Sell |
43,671
-3,162
| -7% | -$392K | 0.72% | 37 |
|
2022
Q2 | $4.97M | Buy |
+46,833
| New | +$4.97M | 0.69% | 36 |
|