WAM
WealthTrust Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
9,878
-2,112
| -18% | -$463K | 1.62% | 13 |
|
|
2025
Q1 | $2.28M | Sell |
11,990
-1,067
| -8% | -$203K | 1.69% | 13 |
|
|
2024
Q4 | $2.86M | Sell |
13,057
-402
| -3% | -$88.2K | 2.06% | 12 |
|
|
2024
Q3 | $2.51M | Sell |
13,459
-4,726
| -26% | -$881K | 1.87% | 13 |
|
|
2024
Q2 | $3.51M | Hold |
18,185
| – | – | 2.57% | 9 |
|
|
2024
Q1 | $3.28M | Buy |
18,185
+6,044
| +50% | +$1.09M | 2.5% | 11 |
|
|
2023
Q4 | $1.84M | Sell |
12,141
-661
| -5% | -$100K | 1.55% | 16 |
|
|
2023
Q3 | $1.63M | Buy |
12,802
+2,426
| +23% | +$308K | 1.52% | 19 |
|
|
2023
Q2 | $1.35M | Sell |
10,376
-194
| -2% | -$25.3K | 1.23% | 20 |
|
|
2023
Q1 | $1.09M | Buy |
10,570
+4
| +0% | +$413 | 1.04% | 25 |
|
|
2022
Q4 | $888K | Sell |
10,566
-6,549
| -38% | -$550K | 0.86% | 32 |
|
|
2022
Q3 | $1.93M | Buy |
17,115
+8,080
| +89% | +$913K | 2.04% | 16 |
|
|
2022
Q2 | $960K | Buy |
+9,035
| New | +$960K | 0.91% | 34 |
|
|
2021
Q3 | – | Sell |
-60
| Closed | -$206K | – | 71 |
|
|
2021
Q2 | $206K | Buy |
+60
| New | +$206K | 0.18% | 71 |
|