WFAG
Worth Financial Advisory Group’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.27M | Buy |
33,134
+1,781
| +6% | +$391K | 4.46% | 3 |
|
2025
Q1 | $5.97M | Sell |
31,353
-769
| -2% | -$146K | 3.79% | 2 |
|
2024
Q4 | $7.05M | Sell |
32,122
-469
| -1% | -$103K | 4.34% | 2 |
|
2024
Q3 | $6.07M | Buy |
32,591
+693
| +2% | +$129K | 3.57% | 4 |
|
2024
Q2 | $6.16M | Buy |
31,898
+1,596
| +5% | +$308K | 4.05% | 3 |
|
2024
Q1 | $5.47M | Buy |
30,302
+1,049
| +4% | +$189K | 3.79% | 3 |
|
2023
Q4 | $4.44M | Buy |
29,253
+341
| +1% | +$51.8K | 3.55% | 5 |
|
2023
Q3 | $3.68M | Buy |
28,912
+1,450
| +5% | +$184K | 3.31% | 5 |
|
2023
Q2 | $3.58M | Buy |
27,462
+320
| +1% | +$41.7K | 3.32% | 5 |
|
2023
Q1 | $2.8M | Buy |
27,142
+4,297
| +19% | +$444K | 2.68% | 7 |
|
2022
Q4 | $1.92M | Buy |
+22,845
| New | +$1.92M | 2.23% | 12 |
|