WCA
Westover Capital Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
70,926
+1,313
| +2% | +$288K | 3.11% | 6 |
|
|
2025
Q1 | $13.2M | Buy |
69,613
+3,511
| +5% | +$668K | 2.94% | 6 |
|
|
2024
Q4 | $14.5M | Buy |
66,102
+858
| +1% | +$188K | 3.19% | 6 |
|
|
2024
Q3 | $12.2M | Buy |
65,244
+5,382
| +9% | +$1M | 2.34% | 13 |
|
|
2024
Q2 | $11.6M | Buy |
59,862
+5,419
| +10% | +$1.05M | 2.98% | 6 |
|
|
2024
Q1 | $9.82M | Sell |
54,443
-856
| -2% | -$154K | 2.87% | 5 |
|
|
2023
Q4 | $8.4M | Buy |
55,299
+1,680
| +3% | +$255K | 2.73% | 7 |
|
|
2023
Q3 | $6.82M | Buy |
53,619
+373
| +0.7% | +$47.4K | 2.47% | 9 |
|
|
2023
Q2 | $6.94M | Buy |
53,246
+359
| +0.7% | +$46.8K | 2.41% | 8 |
|
|
2023
Q1 | $5.46M | Sell |
52,887
-2,795
| -5% | -$289K | 2.02% | 10 |
|
|
2022
Q4 | $4.68M | Sell |
55,682
-6,878
| -11% | -$578K | 1.85% | 12 |
|
|
2022
Q3 | $7.07M | Sell |
62,560
-711
| -1% | -$80.3K | 2.7% | 8 |
|
|
2022
Q2 | $6.72M | Buy |
63,271
+59,791
| +1,718% | +$6.35M | 2.48% | 8 |
|
|
2022
Q1 | $11.3M | Sell |
3,480
-71
| -2% | -$231K | 3.54% | 4 |
|
|
2021
Q4 | $11.8M | Sell |
3,551
-60
| -2% | -$200K | 3.45% | 3 |
|
|
2021
Q3 | $11.9M | Buy |
3,611
+316
| +10% | +$1.04M | 3.71% | 3 |
|
|
2021
Q2 | $11.3M | Buy |
3,295
+82
| +3% | +$282K | 3.64% | 3 |
|
|
2021
Q1 | $9.94M | Buy |
3,213
+9
| +0.3% | +$27.8K | 3.42% | 3 |
|
|
2020
Q4 | $10.4M | Buy |
3,204
+47
| +1% | +$153K | 3.76% | 2 |
|
|
2020
Q3 | $9.94M | Buy |
3,157
+51
| +2% | +$161K | 4.08% | 2 |
|
|
2020
Q2 | $8.57M | Sell |
3,106
-12
| -0.4% | -$33.1K | 4.02% | 3 |
|
|
2020
Q1 | $6.08M | Buy |
3,118
+395
| +15% | +$770K | 3.29% | 5 |
|
|
2019
Q4 | $5.03M | Sell |
2,723
-7
| -0.3% | -$12.9K | 2.25% | 12 |
|
|
2019
Q3 | $4.74M | Buy |
2,730
+270
| +11% | +$469K | 2.24% | 13 |
|
|
2019
Q2 | $4.66M | Buy |
2,460
+180
| +8% | +$341K | 2.3% | 11 |
|
|
2019
Q1 | $4.06M | Buy |
2,280
+56
| +3% | +$99.7K | 2.11% | 11 |
|
|
2018
Q4 | $3.34M | Buy |
2,224
+14
| +0.6% | +$21K | 2.09% | 12 |
|
|
2018
Q3 | $4.43M | Sell |
2,210
-447
| -17% | -$895K | 2.24% | 9 |
|
|
2018
Q2 | $4.52M | Sell |
2,657
-43
| -2% | -$73.1K | 2.43% | 6 |
|
|
2018
Q1 | $3.91M | Sell |
2,700
-203
| -7% | -$294K | 2.13% | 10 |
|
|
2017
Q4 | $3.4M | Sell |
2,903
-125
| -4% | -$146K | 1.86% | 14 |
|
|
2017
Q3 | $2.91M | Buy |
3,028
+143
| +5% | +$137K | 1.71% | 16 |
|
|
2017
Q2 | $2.79M | Sell |
2,885
-122
| -4% | -$118K | 1.84% | 17 |
|
|
2017
Q1 | $2.67M | Sell |
3,007
-45
| -1% | -$39.9K | 1.78% | 22 |
|
|
2016
Q4 | $2.29M | Sell |
3,052
-446
| -13% | -$335K | 1.64% | 23 |
|
|
2016
Q3 | $2.93M | Sell |
3,498
-162
| -4% | -$136K | 2.18% | 17 |
|
|
2016
Q2 | $2.62M | Sell |
3,660
-167
| -4% | -$120K | 2.15% | 18 |
|
|
2016
Q1 | $2.27M | Buy |
3,827
+2,867
| +299% | +$1.7M | 1.92% | 18 |
|
|
2015
Q4 | $649K | Buy |
+960
| New | +$649K | 0.54% | 48 |
|