AWM
AllSquare Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
6,603
-930
| -12% | -$204K | 0.81% | 23 |
|
|
2025
Q1 | $1.43M | Sell |
7,533
-152
| -2% | -$28.9K | 0.85% | 19 |
|
|
2024
Q4 | $1.69M | Buy |
7,685
+150
| +2% | +$32.9K | 0.97% | 20 |
|
|
2024
Q3 | $1.4M | Sell |
7,535
-200
| -3% | -$37.3K | 0.8% | 20 |
|
|
2024
Q2 | $1.49M | Buy |
7,735
+300
| +4% | +$58K | 0.9% | 17 |
|
|
2024
Q1 | $1.34M | Buy |
7,435
+400
| +6% | +$72.2K | 0.79% | 21 |
|
|
2023
Q4 | $1.07M | Sell |
7,035
-200
| -3% | -$30.4K | 0.66% | 25 |
|
|
2023
Q3 | $920K | Hold |
7,235
| – | – | 0.6% | 28 |
|
|
2023
Q2 | $880K | Hold |
7,235
| – | – | 0.57% | 27 |
|
|
2023
Q1 | $747K | Buy |
7,235
+225
| +3% | +$23.2K | 0.48% | 28 |
|
|
2022
Q4 | $589K | Buy |
7,010
+550
| +9% | +$46.2K | 0.4% | 35 |
|
|
2022
Q3 | $730K | Sell |
6,460
-160
| -2% | -$18.1K | 0.53% | 25 |
|
|
2022
Q2 | $703K | Buy |
6,620
+6,299
| +1,962% | +$669K | 0.48% | 27 |
|
|
2022
Q1 | $1.05M | Buy |
321
+10
| +3% | +$32.6K | 0.63% | 23 |
|
|
2021
Q4 | $1.04M | Buy |
311
+25
| +9% | +$83.4K | 0.6% | 24 |
|
|
2021
Q3 | $940K | Sell |
286
-19
| -6% | -$62.4K | 0.56% | 25 |
|
|
2021
Q2 | $1.05M | Buy |
305
+11
| +4% | +$37.8K | 0.61% | 25 |
|
|
2021
Q1 | $910K | Buy |
294
+4
| +1% | +$12.4K | 0.56% | 24 |
|
|
2020
Q4 | $945K | Buy |
290
+14
| +5% | +$45.6K | 0.63% | 18 |
|
|
2020
Q3 | $869K | Sell |
276
-28
| -9% | -$88.2K | 0.63% | 19 |
|
|
2020
Q2 | $839K | Buy |
304
+10
| +3% | +$27.6K | 0.63% | 20 |
|
|
2020
Q1 | $573K | Sell |
294
-9
| -3% | -$17.5K | 0.5% | 27 |
|
|
2019
Q4 | $560K | Buy |
303
+24
| +9% | +$44.4K | 0.39% | 40 |
|
|
2019
Q3 | $484K | Sell |
279
-5
| -2% | -$8.67K | 0.36% | 40 |
|
|
2019
Q2 | $538K | Sell |
284
-23
| -7% | -$43.6K | 0.4% | 36 |
|
|
2019
Q1 | $547K | Buy |
307
+13
| +4% | +$23.2K | 0.41% | 37 |
|
|
2018
Q4 | $442K | Buy |
294
+18
| +7% | +$27.1K | 0.37% | 39 |
|
|
2018
Q3 | $553K | Sell |
276
-5
| -2% | -$10K | 0.41% | 37 |
|
|
2018
Q2 | $478K | Buy |
281
+18
| +7% | +$30.6K | 0.36% | 40 |
|
|
2018
Q1 | $381K | Sell |
263
-38
| -13% | -$55K | 0.3% | 43 |
|
|
2017
Q4 | $352K | Buy |
301
+56
| +23% | +$65.5K | 0.28% | 46 |
|
|
2017
Q3 | $236K | Sell |
245
-5
| -2% | -$4.82K | 0.19% | 59 |
|
|
2017
Q2 | $242K | Buy |
250
+10
| +4% | +$9.68K | 0.25% | 38 |
|
|
2017
Q1 | $213K | Sell |
240
-10
| -4% | -$8.88K | 0.19% | 61 |
|
|
2016
Q4 | $187K | Buy |
+250
| New | +$187K | 0.17% | 64 |
|