WAS
WESPAC Advisors SoCal’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
52,820
+127
| +0.2% | +$27.9K | 2.59% | 11 |
|
|
2025
Q1 | $10M | Sell |
52,693
-23,520
| -31% | -$4.47M | 2.61% | 12 |
|
|
2024
Q4 | $16.7M | Sell |
76,213
-8,355
| -10% | -$1.83M | 3.78% | 6 |
|
|
2024
Q3 | $15.8M | Sell |
84,568
-6,210
| -7% | -$1.16M | 3.64% | 7 |
|
|
2024
Q2 | $17.5M | Sell |
90,778
-2,786
| -3% | -$538K | 4.41% | 4 |
|
|
2024
Q1 | $16.9M | Buy |
93,564
+2,298
| +3% | +$415K | 4.42% | 4 |
|
|
2023
Q4 | $13.9M | Buy |
91,266
+68,152
| +295% | +$10.4M | 4.04% | 4 |
|
|
2023
Q3 | $2.94M | Buy |
23,114
+346
| +2% | +$44K | 0.99% | 37 |
|
|
2023
Q2 | $2.97M | Sell |
22,768
-4,560
| -17% | -$594K | 1.02% | 33 |
|
|
2023
Q1 | $2.82M | Sell |
27,328
-355
| -1% | -$36.7K | 0.97% | 35 |
|
|
2022
Q4 | $2.33M | Sell |
27,683
-3,257
| -11% | -$274K | 0.86% | 34 |
|
|
2022
Q3 | $3.17M | Sell |
30,940
-59,704
| -66% | -$6.12M | 1.32% | 29 |
|
|
2022
Q2 | $9.63M | Buy |
90,644
+86,103
| +1,896% | +$9.14M | 3.68% | 6 |
|
|
2022
Q1 | $14.8M | Buy |
4,541
+37
| +0.8% | +$121K | 4.57% | 3 |
|
|
2021
Q4 | $13.6M | Buy |
4,504
+653
| +17% | +$1.97M | 4.16% | 3 |
|
|
2021
Q3 | $12.4M | Buy |
3,851
+95
| +3% | +$306K | 4.05% | 4 |
|
|
2021
Q2 | $12.9M | Buy |
3,756
+292
| +8% | +$1M | 4.29% | 3 |
|
|
2021
Q1 | $10.7M | Sell |
3,464
-13
| -0.4% | -$40.2K | 4.2% | 4 |
|
|
2020
Q4 | $11.3M | Buy |
3,477
+528
| +18% | +$1.72M | 4.49% | 3 |
|
|
2020
Q3 | $9.69M | Sell |
2,949
-4
| -0.1% | -$13.1K | 4.61% | 4 |
|
|
2020
Q2 | $9.45M | Buy |
2,953
+21
| +0.7% | +$67.2K | 4.38% | 5 |
|
|
2020
Q1 | $6.96M | Buy |
2,932
+1,745
| +147% | +$4.14M | 3.86% | 7 |
|
|
2019
Q4 | $2.19M | Sell |
1,187
-26
| -2% | -$48K | 1.04% | 26 |
|
|
2019
Q3 | $2.11M | Sell |
1,213
-86
| -7% | -$149K | 1.04% | 27 |
|
|
2019
Q2 | $2.46M | Buy |
1,299
+47
| +4% | +$89K | 1.31% | 26 |
|
|
2019
Q1 | $2.23M | Buy |
1,252
+20
| +2% | +$35.6K | 1.23% | 25 |
|
|
2018
Q4 | $1.85M | Buy |
1,232
+50
| +4% | +$75.1K | 1.17% | 25 |
|
|
2018
Q3 | $2.37M | Sell |
1,182
-14
| -1% | -$28K | 1.19% | 29 |
|
|
2018
Q2 | $2.03M | Sell |
1,196
-13
| -1% | -$22.1K | 1.17% | 29 |
|
|
2018
Q1 | $1.75M | Buy |
1,209
+40
| +3% | +$57.9K | 1.01% | 29 |
|
|
2017
Q4 | $1.37M | Hold |
1,169
| – | – | 0.78% | 31 |
|
|
2017
Q3 | $1.12M | Buy |
1,169
+275
| +31% | +$264K | 0.67% | 31 |
|
|
2017
Q2 | $865K | Buy |
894
+25
| +3% | +$24.2K | 0.55% | 34 |
|
|
2017
Q1 | $770K | Buy |
869
+37
| +4% | +$32.8K | 0.48% | 36 |
|
|
2016
Q4 | $624K | Buy |
832
+648
| +352% | +$486K | 0.4% | 38 |
|
|
2016
Q3 | $154K | Buy |
184
+9
| +5% | +$7.54K | 0.1% | 87 |
|
|
2016
Q2 | $125K | Sell |
175
-8
| -4% | -$5.73K | 0.08% | 91 |
|
|
2016
Q1 | $109K | Sell |
183
-225
| -55% | -$134K | 0.08% | 87 |
|
|
2015
Q4 | $275K | Buy |
+408
| New | +$275K | 0.18% | 72 |
|