AWM
Avior Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
88,088
+14,338
| +19% | +$3.15M | 0.67% | 40 |
|
|
2025
Q1 | $14M | Sell |
73,750
-10,373
| -12% | -$1.97M | 0.53% | 46 |
|
|
2024
Q4 | $18.5M | Sell |
84,123
-653
| -0.8% | -$143K | 0.68% | 38 |
|
|
2024
Q3 | $15.8M | Buy |
84,776
+10,763
| +15% | +$2.01M | 0.63% | 39 |
|
|
2024
Q2 | $14.3M | Sell |
74,013
-9,779
| -12% | -$1.89M | 0.62% | 39 |
|
|
2024
Q1 | $15.1M | Buy |
83,792
+9,825
| +13% | +$1.77M | 0.7% | 32 |
|
|
2023
Q4 | $11.2M | Buy |
73,967
+2,200
| +3% | +$334K | 0.68% | 35 |
|
|
2023
Q3 | $9.12M | Buy |
71,767
+225
| +0.3% | +$28.6K | 0.62% | 35 |
|
|
2023
Q2 | $9.33M | Buy |
71,542
+2,070
| +3% | +$270K | 0.61% | 37 |
|
|
2023
Q1 | $7.18M | Buy |
69,472
+14,766
| +27% | +$1.53M | 0.49% | 46 |
|
|
2022
Q4 | $4.6M | Buy |
54,706
+117
| +0.2% | +$9.83K | 0.35% | 66 |
|
|
2022
Q3 | $6.17M | Buy |
54,589
+1,094
| +2% | +$124K | 0.51% | 40 |
|
|
2022
Q2 | $5.68M | Buy |
53,495
+50,599
| +1,747% | +$5.37M | 0.57% | 34 |
|
|
2022
Q1 | $9.44M | Sell |
2,896
-35
| -1% | -$114K | 0.81% | 26 |
|
|
2021
Q4 | $9.77M | Buy |
2,931
+8
| +0.3% | +$26.7K | 0.81% | 26 |
|
|
2021
Q3 | $9.6M | Buy |
2,923
+30
| +1% | +$98.5K | 0.79% | 30 |
|
|
2021
Q2 | $9.95M | Sell |
2,893
-170
| -6% | -$585K | 1% | 23 |
|
|
2021
Q1 | $9.48M | Buy |
3,063
+20
| +0.7% | +$61.9K | 1.01% | 22 |
|
|
2020
Q4 | $9.91M | Buy |
3,043
+21
| +0.7% | +$68.4K | 1.22% | 14 |
|
|
2020
Q3 | $9.51M | Buy |
3,022
+105
| +4% | +$331K | 1.36% | 13 |
|
|
2020
Q2 | $8.05M | Sell |
2,917
-72
| -2% | -$199K | 1.26% | 15 |
|
|
2020
Q1 | $5.83M | Buy |
2,989
+22
| +0.7% | +$42.9K | 1.15% | 18 |
|
|
2019
Q4 | $5.48M | Buy |
2,967
+120
| +4% | +$222K | 0.88% | 30 |
|
|
2019
Q3 | $4.94M | Sell |
2,847
-38
| -1% | -$65.9K | 0.87% | 29 |
|
|
2019
Q2 | $5.46M | Buy |
2,885
+247
| +9% | +$468K | 0.98% | 24 |
|
|
2019
Q1 | $4.7M | Sell |
2,638
-18
| -0.7% | -$32K | 1% | 22 |
|
|
2018
Q4 | $3.98M | Sell |
2,656
-28
| -1% | -$42K | 0.96% | 25 |
|
|
2018
Q3 | $5.38M | Buy |
2,684
+36
| +1% | +$72.1K | 1.15% | 16 |
|
|
2018
Q2 | $4.5M | Sell |
2,648
-197
| -7% | -$335K | 1.01% | 19 |
|
|
2018
Q1 | $4.12M | Sell |
2,845
-573
| -17% | -$829K | 0.95% | 21 |
|
|
2017
Q4 | $4M | Buy |
3,418
+2,138
| +167% | +$2.5M | 0.89% | 22 |
|
|
2017
Q3 | $1.23M | Buy |
1,280
+205
| +19% | +$197K | 0.4% | 85 |
|
|
2017
Q2 | $1.04M | Buy |
1,075
+590
| +122% | +$571K | 0.43% | 78 |
|
|
2017
Q1 | $430K | Buy |
485
+440
| +978% | +$390K | 0.14% | 121 |
|
|
2016
Q4 | $34K | Hold |
45
| – | – | 0.01% | 239 |
|
|
2016
Q3 | $38K | Buy |
45
+7
| +18% | +$5.91K | 0.01% | 241 |
|
|
2016
Q2 | $27K | Sell |
38
-2
| -5% | -$1.42K | 0.01% | 255 |
|
|
2016
Q1 | $24K | Hold |
40
| – | – | 0.01% | 262 |
|
|
2015
Q4 | $27K | Buy |
+40
| New | +$27K | 0.01% | 224 |
|