WFA
WestHill Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
9,058
+129
| +1% | +$28.3K | 0.42% | 21 |
|
|
2025
Q1 | $1.7M | Sell |
8,929
-15
| -0.2% | -$2.85K | 0.39% | 21 |
|
|
2024
Q4 | $1.96M | Hold |
8,944
| – | – | 0.44% | 20 |
|
|
2024
Q3 | $1.67M | Buy |
8,944
+10
| +0.1% | +$1.86K | 0.37% | 22 |
|
|
2024
Q2 | $1.73M | Sell |
8,934
-220
| -2% | -$42.5K | 0.42% | 21 |
|
|
2024
Q1 | $1.65M | Sell |
9,154
-2,553
| -22% | -$461K | 0.41% | 21 |
|
|
2023
Q4 | $1.78M | Buy |
11,707
+6
| +0.1% | +$912 | 0.47% | 21 |
|
|
2023
Q3 | $1.49M | Buy |
11,701
+1,229
| +12% | +$156K | 0.43% | 21 |
|
|
2023
Q2 | $1.37M | Sell |
10,472
-60
| -0.6% | -$7.82K | 0.39% | 21 |
|
|
2023
Q1 | $1.09M | Hold |
10,532
| – | – | 0.33% | 22 |
|
|
2022
Q4 | $885K | Buy |
10,532
+103
| +1% | +$8.65K | 0.28% | 26 |
|
|
2022
Q3 | $1.18M | Buy |
10,429
+281
| +3% | +$31.7K | 0.4% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
10,148
+9,785
| +2,696% | +$1.04M | 0.36% | 23 |
|
|
2022
Q1 | $1.18M | Buy |
363
+129
| +55% | +$420K | 0.34% | 24 |
|
|
2021
Q4 | $780K | Buy |
234
+27
| +13% | +$90K | 0.22% | 31 |
|
|
2021
Q3 | $680K | Buy |
+207
| New | +$680K | 0.21% | 30 |
|
|
2021
Q1 | $715K | Sell |
231
-8
| -3% | -$24.8K | 0.25% | 26 |
|
|
2020
Q4 | $778K | Buy |
+239
| New | +$778K | 0.31% | 23 |
|