AWM
Aries Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
42,698
+870
| +2% | +$191K | 2.45% | 8 |
|
|
2025
Q1 | $7.96M | Buy |
41,828
+1,441
| +4% | +$274K | 2.16% | 8 |
|
|
2024
Q4 | $8.86M | Sell |
40,387
-230
| -0.6% | -$50.5K | 2.44% | 8 |
|
|
2024
Q3 | $7.57M | Sell |
40,617
-366
| -0.9% | -$68.2K | 2.08% | 9 |
|
|
2024
Q2 | $7.92M | Buy |
40,983
+295
| +0.7% | +$57K | 2.5% | 8 |
|
|
2024
Q1 | $7.34M | Sell |
40,688
-709
| -2% | -$128K | 2.37% | 9 |
|
|
2023
Q4 | $6.29M | Buy |
41,397
+10,833
| +35% | +$1.65M | 2.24% | 8 |
|
|
2023
Q3 | $4.05M | Buy |
30,564
+751
| +3% | +$99.5K | 1.59% | 13 |
|
|
2023
Q2 | $3.89M | Buy |
29,813
+52
| +0.2% | +$6.78K | 1.51% | 13 |
|
|
2023
Q1 | $3.07M | Buy |
29,761
+540
| +2% | +$55.8K | 1.26% | 17 |
|
|
2022
Q4 | $2.45M | Buy |
29,221
+585
| +2% | +$49.1K | 1.06% | 25 |
|
|
2022
Q3 | $2.93M | Sell |
28,636
-189
| -0.7% | -$19.4K | 1.3% | 17 |
|
|
2022
Q2 | $3.06M | Buy |
28,825
+28,445
| +7,486% | +$3.02M | 1.39% | 16 |
|
|
2022
Q1 | $1.24M | Sell |
380
-863
| -69% | -$2.81M | 0.54% | 39 |
|
|
2021
Q4 | $4.15M | Buy |
1,243
+48
| +4% | +$160K | 1.58% | 13 |
|
|
2021
Q3 | $3.93M | Buy |
1,195
+28
| +2% | +$92K | 1.66% | 13 |
|
|
2021
Q2 | $4.02M | Buy |
1,167
+11
| +1% | +$37.8K | 1.72% | 12 |
|
|
2021
Q1 | $3.85M | Buy |
1,156
+74
| +7% | +$247K | 1.73% | 13 |
|
|
2020
Q4 | $3.44M | Sell |
1,082
-21
| -2% | -$66.8K | 1.72% | 13 |
|
|
2020
Q3 | $3.47M | Sell |
1,103
-93
| -8% | -$293K | 1.97% | 12 |
|
|
2020
Q2 | $3.3M | Sell |
1,196
-6
| -0.5% | -$16.6K | 2.01% | 12 |
|
|
2020
Q1 | $2.31M | Sell |
1,202
-11
| -0.9% | -$21.1K | 1.76% | 13 |
|
|
2019
Q4 | $2.31M | Hold |
1,213
| – | – | 1.41% | 16 |
|
|
2019
Q3 | $2.1M | Hold |
1,213
| – | – | 1.4% | 17 |
|
|
2019
Q2 | $2.36M | Sell |
1,213
-2
| -0.2% | -$3.89K | 1.65% | 14 |
|
|
2019
Q1 | $2.16M | Sell |
1,215
-3
| -0.2% | -$5.34K | 1.62% | 16 |
|
|
2018
Q4 | $1.83M | Buy |
1,218
+54
| +5% | +$81.1K | 1.94% | 12 |
|
|
2018
Q3 | $2.33M | Hold |
1,164
| – | – | 2.09% | 9 |
|
|
2018
Q2 | $2.07M | Sell |
1,164
-5
| -0.4% | -$8.89K | 1.91% | 12 |
|
|
2018
Q1 | $1.68M | Buy |
1,169
+46
| +4% | +$66.1K | 1.63% | 18 |
|
|
2017
Q4 | $1.45M | Buy |
+1,123
| New | +$1.45M | 1.34% | 23 |
|