WFAG
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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