AWM
Aevitas Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.92M | Sell |
34,820
-7,420
| -18% | -$623K | 1.73% | 15 |
|
|
2022
Q3 | $4.77M | Sell |
42,240
-100
| -0.2% | -$11.3K | 3.59% | 6 |
|
|
2022
Q2 | $4.5M | Buy |
42,340
+40,158
| +1,840% | +$4.27M | 3.04% | 8 |
|
|
2022
Q1 | $7.11M | Sell |
2,182
-34
| -2% | -$111K | 4.35% | 3 |
|
|
2021
Q4 | $7.39M | Buy |
2,216
+5
| +0.2% | +$16.7K | 4.4% | 3 |
|
|
2021
Q3 | $7.26M | Buy |
2,211
+46
| +2% | +$151K | 4.63% | 3 |
|
|
2021
Q2 | $7.45M | Buy |
2,165
+114
| +6% | +$392K | 4.76% | 3 |
|
|
2021
Q1 | $6.35M | Buy |
2,051
+128
| +7% | +$396K | 4.43% | 4 |
|
|
2020
Q4 | $6.26M | Sell |
1,923
-23
| -1% | -$74.9K | 4.58% | 4 |
|
|
2020
Q3 | $6.15M | Sell |
1,946
-31
| -2% | -$97.9K | 5.06% | 4 |
|
|
2020
Q2 | $5.45M | Buy |
1,977
+422
| +27% | +$1.16M | 5.04% | 4 |
|
|
2020
Q1 | $3.03M | Buy |
1,555
+108
| +7% | +$211K | 3.39% | 7 |
|
|
2019
Q4 | $2.69M | Buy |
1,447
+14
| +1% | +$26K | 2.53% | 8 |
|
|
2019
Q3 | $2.49M | Hold |
1,433
| – | – | 2.49% | 9 |
|
|
2019
Q2 | $2.71M | Sell |
1,433
-74
| -5% | -$140K | 2.73% | 7 |
|
|
2019
Q1 | $2.68M | Buy |
1,507
+67
| +5% | +$119K | 2.39% | 8 |
|
|
2018
Q4 | $2.16M | Buy |
1,440
+154
| +12% | +$231K | 2.21% | 8 |
|
|
2018
Q3 | $2.58M | Sell |
1,286
-10
| -0.8% | -$20K | 2.33% | 8 |
|
|
2018
Q2 | $2.2M | Sell |
1,296
-84
| -6% | -$143K | 2.14% | 9 |
|
|
2018
Q1 | $2M | Sell |
1,380
-238
| -15% | -$344K | 1.99% | 10 |
|
|
2017
Q4 | $1.89M | Buy |
+1,618
| New | +$1.89M | 1.79% | 11 |
|