WAM
WFA Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
8,030
-310
| -4% | -$59.9K | 0.88% | 16 |
|
|
2025
Q1 | $1.5M | Buy |
8,340
+420
| +5% | +$75.8K | 0.79% | 16 |
|
|
2024
Q4 | $1.74M | Sell |
7,920
-440
| -5% | -$96.5K | 0.94% | 16 |
|
|
2024
Q3 | $1.56M | Buy |
8,360
+330
| +4% | +$61.5K | 0.85% | 16 |
|
|
2024
Q2 | $1.55M | Sell |
8,030
-310
| -4% | -$59.9K | 0.88% | 16 |
|
|
2024
Q1 | $1.5M | Buy |
8,340
+40
| +0.5% | +$7.22K | 0.79% | 16 |
|
|
2023
Q4 | $1.26M | Sell |
8,300
-14
| -0.2% | -$2.13K | 0.69% | 14 |
|
|
2023
Q3 | $1.06M | Buy |
8,314
+54
| +0.7% | +$6.86K | 0.63% | 17 |
|
|
2023
Q2 | $1.08M | Hold |
8,260
| – | – | 0.64% | 16 |
|
|
2023
Q1 | $853K | Hold |
8,260
| – | – | 0.52% | 21 |
|
|
2022
Q4 | $694K | Buy |
8,260
+700
| +9% | +$58.8K | 0.46% | 22 |
|
|
2022
Q3 | $854K | Hold |
7,560
| – | – | 0.61% | 17 |
|
|
2022
Q2 | $803K | Buy |
7,560
+7,185
| +1,916% | +$763K | 0.56% | 16 |
|
|
2022
Q1 | $1.22M | Sell |
375
-11
| -3% | -$35.9K | 0.8% | 14 |
|
|
2021
Q4 | $1.29M | Buy |
+386
| New | +$1.29M | 0.84% | 13 |
|