WOSD
WFA of San Diego’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
+14,341
| New | +$3.15M | 2.32% | 7 |
|
|
2024
Q3 | $2.02M | Buy |
10,815
+4,175
| +63% | +$778K | 1.7% | 14 |
|
|
2024
Q2 | $1.28M | Buy |
+6,640
| New | +$1.28M | 1.15% | 24 |
|
|
2023
Q3 | $623K | Sell |
4,900
-440
| -8% | -$55.9K | 0.64% | 30 |
|
|
2023
Q2 | $696K | Sell |
5,340
-1,664
| -24% | -$217K | 0.68% | 28 |
|
|
2023
Q1 | $723K | Sell |
7,004
-430
| -6% | -$44.4K | 0.76% | 29 |
|
|
2022
Q4 | $624K | Sell |
7,434
-139
| -2% | -$11.7K | 0.48% | 45 |
|
|
2022
Q3 | $856K | Buy |
7,573
+743
| +11% | +$84K | 0.77% | 32 |
|
|
2022
Q2 | $725K | Buy |
6,830
+6,432
| +1,616% | +$683K | 0.62% | 37 |
|
|
2022
Q1 | $1.3M | Sell |
398
-105
| -21% | -$342K | 0.99% | 25 |
|
|
2021
Q4 | $1.68M | Buy |
503
+47
| +10% | +$157K | 0.97% | 26 |
|
|
2021
Q3 | $1.5M | Buy |
456
+16
| +4% | +$52.6K | 1.05% | 23 |
|
|
2021
Q2 | $1.51M | Buy |
440
+14
| +3% | +$48.2K | 1.18% | 22 |
|
|
2021
Q1 | $1.32M | Sell |
426
-23
| -5% | -$71.2K | 1.09% | 22 |
|
|
2020
Q4 | $3.26K | Sell |
449
-4
| -0.9% | -$29 | 0.87% | 2 |
|
|
2020
Q3 | $1.43M | Sell |
453
-686
| -60% | -$2.16M | 1.35% | 16 |
|
|
2020
Q2 | $2.52M | Buy |
+1,139
| New | +$2.52M | 0.59% | 30 |
|