WE
Wealth Effects’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.1M | Buy |
59,801
+970
| +2% | +$213K | 4.91% | 4 |
|
2025
Q1 | $11.2M | Sell |
58,831
-1,666
| -3% | -$317K | 4.7% | 4 |
|
2024
Q4 | $13.3M | Sell |
60,497
-668
| -1% | -$147K | 4.71% | 4 |
|
2024
Q3 | $11.4M | Buy |
61,165
+450
| +0.7% | +$83.8K | 3.99% | 4 |
|
2024
Q2 | $11.7M | Sell |
60,715
-58
| -0.1% | -$11.2K | 4.25% | 4 |
|
2024
Q1 | $11M | Sell |
60,773
-1,865
| -3% | -$336K | 4.04% | 4 |
|
2023
Q4 | $9.52M | Buy |
62,638
+5,375
| +9% | +$817K | 3.58% | 4 |
|
2023
Q3 | $7.28M | Sell |
57,263
-711
| -1% | -$90.4K | 3.59% | 4 |
|
2023
Q2 | $7.56M | Buy |
57,974
+834
| +1% | +$109K | 3.33% | 4 |
|
2023
Q1 | $5.9M | Sell |
57,140
-955
| -2% | -$98.6K | 3.02% | 5 |
|
2022
Q4 | $4.88M | Sell |
58,095
-1,506
| -3% | -$127K | 2.79% | 5 |
|
2022
Q3 | $6.74M | Sell |
59,601
-1,080
| -2% | -$122K | 4.12% | 3 |
|
2022
Q2 | $6.45M | Buy |
60,681
+57,750
| +1,970% | +$6.13M | 3.88% | 2 |
|
2022
Q1 | $9.55M | Buy |
2,931
+6
| +0.2% | +$19.6K | 4.46% | 3 |
|
2021
Q4 | $9.75M | Buy |
+2,925
| New | +$9.75M | 4.05% | 3 |
|