WDG
Wealth Dimensions Group’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.07M | Sell |
13,980
-188
| -1% | -$41.2K | 0.68% | 20 |
|
2025
Q1 | $2.7M | Buy |
14,168
+118
| +0.8% | +$22.5K | 0.64% | 22 |
|
2024
Q4 | $3.08M | Buy |
14,050
+86
| +0.6% | +$18.9K | 0.76% | 20 |
|
2024
Q3 | $2.6M | Buy |
13,964
+2,623
| +23% | +$489K | 0.66% | 23 |
|
2024
Q2 | $2.19M | Buy |
11,341
+203
| +2% | +$39.2K | 0.62% | 24 |
|
2024
Q1 | $2.01M | Sell |
11,138
-256
| -2% | -$46.2K | 0.59% | 31 |
|
2023
Q4 | $1.73M | Buy |
11,394
+141
| +1% | +$21.4K | 0.55% | 33 |
|
2023
Q3 | $1.43M | Buy |
11,253
+88
| +0.8% | +$11.2K | 0.52% | 34 |
|
2023
Q2 | $1.46M | Buy |
11,165
+126
| +1% | +$16.4K | 0.53% | 32 |
|
2023
Q1 | $1.14M | Sell |
11,039
-1,393
| -11% | -$144K | 0.44% | 34 |
|
2022
Q4 | $1.04M | Buy |
12,432
+430
| +4% | +$36.1K | 0.43% | 39 |
|
2022
Q3 | $1.36M | Hold |
12,002
| – | – | 0.67% | 25 |
|
2022
Q2 | $1.28M | Buy |
12,002
+11,427
| +1,987% | +$1.21M | 0.61% | 28 |
|
2022
Q1 | $1.88M | Buy |
575
+5
| +0.9% | +$16.3K | 0.87% | 22 |
|
2021
Q4 | $1.9M | Sell |
570
-41
| -7% | -$137K | 0.93% | 21 |
|
2021
Q3 | $2.01M | Buy |
611
+127
| +26% | +$417K | 1.28% | 17 |
|
2021
Q2 | $1.67M | Buy |
484
+40
| +9% | +$138K | 1.13% | 19 |
|
2021
Q1 | $1.37M | Buy |
444
+44
| +11% | +$136K | 1.07% | 20 |
|
2020
Q4 | $1.3M | Buy |
+400
| New | +$1.3M | 1.13% | 19 |
|