WAOI
Wealth Advisors of Iowa’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
8,990
+786
| +10% | +$172K | 0.74% | 22 |
|
|
2025
Q1 | $1.56M | Buy |
8,204
+260
| +3% | +$49.5K | 0.67% | 25 |
|
|
2024
Q4 | $1.74M | Buy |
7,944
+43
| +0.5% | +$9.43K | 0.88% | 18 |
|
|
2024
Q3 | $1.47M | Sell |
7,901
-26
| -0.3% | -$4.85K | 0.75% | 18 |
|
|
2024
Q2 | $1.53M | Buy |
7,927
+6
| +0.1% | +$1.16K | 0.85% | 12 |
|
|
2024
Q1 | $1.43M | Sell |
7,921
-440
| -5% | -$79.4K | 0.87% | 17 |
|
|
2023
Q4 | $1.27M | Sell |
8,361
-70
| -0.8% | -$10.6K | 0.85% | 18 |
|
|
2023
Q3 | $1.07M | Buy |
8,431
+222
| +3% | +$28.2K | 0.75% | 17 |
|
|
2023
Q2 | $1.07M | Buy |
8,209
+140
| +2% | +$18.3K | 0.77% | 15 |
|
|
2023
Q1 | $833K | Sell |
8,069
-463
| -5% | -$47.8K | 0.65% | 18 |
|
|
2022
Q4 | $717K | Sell |
8,532
-140
| -2% | -$11.8K | 0.59% | 20 |
|
|
2022
Q3 | $980K | Sell |
8,672
-8,264
| -49% | -$934K | 0.92% | 12 |
|
|
2022
Q2 | $2.73M | Buy |
16,936
+16,640
| +5,622% | +$2.68M | 0.48% | 21 |
|
|
2022
Q1 | $965K | Sell |
296
-21
| -7% | -$68.5K | 0.48% | 21 |
|
|
2021
Q4 | $1.06M | Buy |
317
+58
| +22% | +$193K | 0.58% | 16 |
|
|
2021
Q3 | $851K | Buy |
259
+18
| +7% | +$59.1K | 0.46% | 20 |
|
|
2021
Q2 | $829K | Buy |
241
+16
| +7% | +$55K | 0.43% | 21 |
|
|
2021
Q1 | $696K | Buy |
225
+4
| +2% | +$12.4K | 0.39% | 23 |
|
|
2020
Q4 | $720K | Buy |
221
+38
| +21% | +$124K | 0.45% | 19 |
|
|
2020
Q3 | $576K | Sell |
183
-26
| -12% | -$81.8K | 0.4% | 15 |
|
|
2020
Q2 | $577K | Sell |
209
-15
| -7% | -$41.4K | 0.43% | 14 |
|
|
2020
Q1 | $437K | Buy |
+224
| New | +$437K | 0.35% | 13 |
|