AWM
Adams Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.44M | Buy |
18,095
+879
| +5% | +$167K | 0.68% | 34 |
|
|
2024
Q4 | $3.78M | Buy |
17,216
+786
| +5% | +$172K | 0.72% | 29 |
|
|
2024
Q3 | $3.06M | Buy |
16,430
+1,192
| +8% | +$222K | 0.66% | 29 |
|
|
2024
Q2 | $2.94M | Buy |
15,238
+1,142
| +8% | +$221K | 0.68% | 29 |
|
|
2024
Q1 | $2.54M | Buy |
14,096
+1,090
| +8% | +$197K | 0.62% | 31 |
|
|
2023
Q4 | $1.98M | Buy |
13,006
+586
| +5% | +$89K | 0.58% | 27 |
|
|
2023
Q3 | $1.58M | Sell |
12,420
-19,707
| -61% | -$2.51M | 0.54% | 25 |
|
|
2023
Q2 | $4.19M | Buy |
32,127
+7
| +0% | +$913 | 1.31% | 18 |
|
|
2023
Q1 | $3.32M | Buy |
32,120
+10,594
| +49% | +$1.09M | 1.07% | 21 |
|
|
2022
Q4 | $1.81M | Buy |
21,526
+9,562
| +80% | +$803K | 0.64% | 23 |
|
|
2022
Q3 | $1.35M | Sell |
11,964
-9,474
| -44% | -$1.07M | 0.51% | 22 |
|
|
2022
Q2 | $2.28M | Buy |
21,438
+19,522
| +1,019% | +$2.07M | 0.86% | 14 |
|
|
2022
Q1 | $6.25M | Buy |
1,916
+17
| +0.9% | +$55.4K | 2.04% | 10 |
|
|
2021
Q4 | $6.33M | Buy |
1,899
+1,536
| +423% | +$5.12M | 1.86% | 10 |
|
|
2021
Q3 | $1.19M | Buy |
363
+201
| +124% | +$660K | 0.45% | 16 |
|
|
2021
Q2 | $557K | Buy |
162
+8
| +5% | +$27.5K | 0.24% | 43 |
|
|
2021
Q1 | $476K | Buy |
154
+15
| +11% | +$46.4K | 0.22% | 45 |
|
|
2020
Q4 | $453K | Sell |
139
-4
| -3% | -$13K | 0.28% | 38 |
|
|
2020
Q3 | $450K | Sell |
143
-7
| -5% | -$22K | 0.35% | 38 |
|
|
2020
Q2 | $414K | Buy |
+150
| New | +$414K | 0.42% | 36 |
|
|
2020
Q1 | – | Sell |
-149
| Closed | -$275K | – | 71 |
|
|
2019
Q4 | $275K | Buy |
+149
| New | +$275K | 0.23% | 84 |
|