WAM
Worth Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
3,333
-2,815
| -46% | -$618K | 0.36% | 52 |
|
|
2025
Q1 | $1.17M | Buy |
6,148
+2,510
| +69% | +$478K | 0.64% | 39 |
|
|
2024
Q4 | $798K | Buy |
3,638
+76
| +2% | +$16.7K | 0.43% | 55 |
|
|
2024
Q3 | $664K | Buy |
3,562
+123
| +4% | +$22.9K | 0.36% | 62 |
|
|
2024
Q2 | $665K | Sell |
3,439
-198
| -5% | -$38.3K | 0.39% | 53 |
|
|
2024
Q1 | $656K | Buy |
3,637
+1,849
| +103% | +$334K | 0.4% | 55 |
|
|
2023
Q4 | $272K | Buy |
1,788
+101
| +6% | +$15.3K | 0.19% | 82 |
|
|
2023
Q3 | $214K | Sell |
1,687
-1,184
| -41% | -$151K | 0.17% | 85 |
|
|
2023
Q2 | $374K | Buy |
2,871
+1,396
| +95% | +$182K | 0.29% | 58 |
|
|
2023
Q1 | $152K | Buy |
1,475
+31
| +2% | +$3.2K | 0.12% | 102 |
|
|
2022
Q4 | $121K | Sell |
1,444
-299
| -17% | -$25.1K | 0.08% | 101 |
|
|
2022
Q3 | $197K | Sell |
1,743
-57
| -3% | -$6.44K | 0.14% | 56 |
|
|
2022
Q2 | $190K | Buy |
1,800
+1,711
| +1,922% | +$181K | 0.13% | 75 |
|
|
2022
Q1 | $191K | Buy |
+89
| New | +$191K | 0.12% | 76 |
|