WFA
West Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Hold |
400
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $76.1K | Hold |
400
| – | – | 0.01% | 85 |
|
|
2024
Q4 | $87.8K | Buy |
+400
| New | +$87.8K | 0.02% | 80 |
|
|
2023
Q3 | – | Sell |
-320
| Closed | -$41.7K | – | 209 |
|
|
2023
Q2 | $41.7K | Hold |
320
| – | – | 0.01% | 85 |
|
|
2023
Q1 | $33.1K | Hold |
320
| – | – | 0.01% | 88 |
|
|
2022
Q4 | $26.9K | Sell |
320
-25
| -7% | -$2.1K | 0.01% | 96 |
|
|
2022
Q3 | $39K | Buy |
345
+25
| +8% | +$2.83K | 0.01% | 105 |
|
|
2022
Q2 | $34K | Buy |
320
+301
| +1,584% | +$32K | 0.01% | 107 |
|
|
2022
Q1 | $62K | Buy |
19
+3
| +19% | +$9.79K | 0.02% | 96 |
|
|
2021
Q4 | $53K | Hold |
16
| – | – | 0.01% | 107 |
|
|
2021
Q3 | $53K | Hold |
16
| – | – | 0.02% | 95 |
|
|
2021
Q2 | $55K | Hold |
16
| – | – | 0.02% | 87 |
|
|
2021
Q1 | $50K | Sell |
16
-1
| -6% | -$3.13K | 0.02% | 87 |
|
|
2020
Q4 | $55K | Buy |
+17
| New | +$55K | 0.02% | 85 |
|