WFA
Wipfli Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10.1M | Buy |
+89,757
| New | +$10.1M | 0.71% | 19 |
|
|
2022
Q2 | – | Sell |
-89
| Closed | -$290K | – | 87 |
|
|
2022
Q1 | $290K | Buy |
+89
| New | +$290K | 0.03% | 79 |
|
|
2021
Q1 | – | Sell |
-63
| Closed | -$205K | – | 36 |
|
|
2020
Q4 | $205K | Buy |
+63
| New | +$205K | 0.12% | 36 |
|