AWM
Accel Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
33,047
+771
| +2% | +$169K | 2.42% | 5 |
|
|
2025
Q1 | $6.14M | Sell |
32,276
-103
| -0.3% | -$19.6K | 2.22% | 9 |
|
|
2024
Q4 | $7.1M | Sell |
32,379
-1,236
| -4% | -$271K | 2.69% | 5 |
|
|
2024
Q3 | $6.26M | Buy |
33,615
+921
| +3% | +$172K | 2.33% | 5 |
|
|
2024
Q2 | $6.32M | Buy |
32,694
+3,221
| +11% | +$622K | 2.53% | 3 |
|
|
2024
Q1 | $5.32M | Buy |
29,473
+3,349
| +13% | +$604K | 2.26% | 6 |
|
|
2023
Q4 | $3.97M | Buy |
26,124
+260
| +1% | +$39.5K | 1.99% | 11 |
|
|
2023
Q3 | $3.29M | Sell |
25,864
-31
| -0.1% | -$3.94K | 1.83% | 12 |
|
|
2023
Q2 | $3.38M | Buy |
25,895
+685
| +3% | +$89.3K | 1.86% | 10 |
|
|
2023
Q1 | $2.6M | Sell |
25,210
-1,239
| -5% | -$128K | 1.06% | 13 |
|
|
2022
Q4 | $2.22M | Buy |
26,449
+1,614
| +6% | +$136K | 1.06% | 21 |
|
|
2022
Q3 | $3.01M | Hold |
24,835
| – | – | 1.61% | 8 |
|
|
2022
Q2 | $2.82M | Buy |
24,835
+23,829
| +2,369% | +$2.71M | 1.62% | 10 |
|
|
2022
Q1 | $3.29M | Buy |
1,006
+169
| +20% | +$553K | 1.7% | 11 |
|
|
2021
Q4 | $2.79M | Sell |
837
-26
| -3% | -$86.7K | 1.37% | 17 |
|
|
2021
Q3 | $2.84M | Sell |
863
-2
| -0.2% | -$6.57K | 1.83% | 9 |
|
|
2021
Q2 | $2.98M | Sell |
865
-9
| -1% | -$31K | 1.97% | 7 |
|
|
2021
Q1 | $2.7M | Buy |
874
+16
| +2% | +$49.5K | 2.19% | 5 |
|
|
2020
Q4 | $2.79M | Buy |
+858
| New | +$2.79M | 2.6% | 4 |
|