AWM
AE Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267M | Buy |
1,216,520
+189,745
| +18% | +$41.6M | 1.95% | 5 |
|
|
2025
Q1 | $195M | Buy |
1,026,775
+46,118
| +5% | +$8.77M | 1.64% | 5 |
|
|
2024
Q4 | $215M | Buy |
980,657
+30,248
| +3% | +$6.64M | 1.83% | 5 |
|
|
2024
Q3 | $177M | Buy |
950,409
+94,335
| +11% | +$17.6M | 1.61% | 8 |
|
|
2024
Q2 | $165M | Buy |
856,074
+117,246
| +16% | +$22.7M | 1.65% | 6 |
|
|
2024
Q1 | $133M | Sell |
738,828
-794,962
| -52% | -$143M | 1.51% | 8 |
|
|
2023
Q4 | $244M | Buy |
1,533,790
+179,020
| +13% | +$28.5M | 1.25% | 8 |
|
|
2023
Q3 | $172M | Buy |
1,354,770
+80,329
| +6% | +$10.2M | 1.03% | 11 |
|
|
2023
Q2 | $166M | Buy |
1,274,441
+46,274
| +4% | +$6.03M | 1% | 13 |
|
|
2023
Q1 | $127M | Buy |
1,228,167
+94,264
| +8% | +$9.74M | 0.82% | 15 |
|
|
2022
Q4 | $95.2M | Buy |
1,133,903
+28,472
| +3% | +$2.39M | 0.69% | 16 |
|
|
2022
Q3 | $125M | Buy |
1,105,431
+134,622
| +14% | +$15.2M | 0.99% | 10 |
|
|
2022
Q2 | $103M | Buy |
970,809
+932,699
| +2,447% | +$99.1M | 0.82% | 15 |
|
|
2022
Q1 | $124M | Buy |
38,110
+3,424
| +10% | +$11.2M | 0.85% | 16 |
|
|
2021
Q4 | $116M | Buy |
34,686
+1,851
| +6% | +$6.17M | 0.81% | 19 |
|
|
2021
Q3 | $108M | Buy |
32,835
+3,167
| +11% | +$10.4M | 0.89% | 15 |
|
|
2021
Q2 | $102M | Buy |
29,668
+2,306
| +8% | +$7.93M | 0.89% | 16 |
|
|
2021
Q1 | $84.7M | Sell |
27,362
-1,392
| -5% | -$4.31M | 0.85% | 19 |
|
|
2020
Q4 | $93.6M | Sell |
28,754
-59
| -0.2% | -$192K | 1.06% | 16 |
|
|
2020
Q3 | $90.7M | Buy |
28,813
+5,362
| +23% | +$16.9M | 1.29% | 13 |
|
|
2020
Q2 | $64.7M | Buy |
23,451
+6,873
| +41% | +$19M | 1% | 15 |
|
|
2020
Q1 | $32.3M | Sell |
16,578
-106
| -0.6% | -$207K | 0.74% | 25 |
|
|
2019
Q4 | $30.8M | Buy |
16,684
+861
| +5% | +$1.59M | 0.67% | 28 |
|
|
2019
Q3 | $27.5M | Buy |
15,823
+1,891
| +14% | +$3.28M | 0.79% | 27 |
|
|
2019
Q2 | $26.4M | Buy |
13,932
+8,461
| +155% | +$16M | 0.79% | 29 |
|
|
2019
Q1 | $9.74M | Buy |
5,471
+959
| +21% | +$1.71M | 0.68% | 34 |
|
|
2018
Q4 | $6.78M | Sell |
4,512
-578
| -11% | -$868K | 1.16% | 14 |
|
|
2018
Q3 | $10.2M | Buy |
5,090
+939
| +23% | +$1.88M | 0.56% | 38 |
|
|
2018
Q2 | $7.06M | Buy |
4,151
+297
| +8% | +$505K | 0.48% | 41 |
|
|
2018
Q1 | $5.58M | Buy |
3,854
+531
| +16% | +$769K | 0.43% | 42 |
|
|
2017
Q4 | $3.89M | Buy |
3,323
+1,530
| +85% | +$1.79M | 0.34% | 56 |
|
|
2017
Q3 | $1.72M | Buy |
1,793
+69
| +4% | +$66.3K | 0.16% | 93 |
|
|
2017
Q2 | $1.67M | Buy |
1,724
+550
| +47% | +$532K | 0.2% | 87 |
|
|
2017
Q1 | $1.04M | Buy |
1,174
+423
| +56% | +$375K | 0.19% | 103 |
|
|
2016
Q4 | $563K | Buy |
+751
| New | +$563K | 0.23% | 105 |
|