AWM
Avondale Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
9,898
+1,573
| +19% | +$345K | 1.21% | 16 |
|
|
2025
Q1 | $1.58M | Buy |
8,325
+270
| +3% | +$51.4K | 1% | 16 |
|
|
2024
Q4 | $1.77M | Buy |
8,055
+215
| +3% | +$47.2K | 1.13% | 16 |
|
|
2024
Q3 | $1.46M | Buy |
7,840
+300
| +4% | +$55.9K | 0.95% | 17 |
|
|
2024
Q2 | $1.46M | Hold |
7,540
| – | – | 1% | 18 |
|
|
2024
Q1 | $1.36M | Buy |
7,540
+405
| +6% | +$73.1K | 0.95% | 17 |
|
|
2023
Q4 | $1.08M | Sell |
7,135
-680
| -9% | -$103K | 0.87% | 18 |
|
|
2023
Q3 | $993K | Hold |
7,815
| – | – | 0.87% | 17 |
|
|
2023
Q2 | $1.02M | Sell |
7,815
-690
| -8% | -$89.9K | 0.86% | 17 |
|
|
2023
Q1 | $878K | Sell |
8,505
-2,100
| -20% | -$217K | 0.76% | 17 |
|
|
2022
Q4 | $891K | Buy |
10,605
+980
| +10% | +$82.3K | 0.77% | 14 |
|
|
2022
Q3 | $1.09M | Buy |
9,625
+650
| +7% | +$73.5K | 1.19% | 14 |
|
|
2022
Q2 | $953K | Buy |
8,975
+8,840
| +6,548% | +$939K | 1.11% | 13 |
|
|
2022
Q1 | $440K | Sell |
135
-171
| -56% | -$557K | 0.52% | 24 |
|
|
2021
Q4 | $1.02M | Buy |
306
+40
| +15% | +$133K | 1.03% | 15 |
|
|
2021
Q3 | $874K | Buy |
266
+30
| +13% | +$98.6K | 0.85% | 18 |
|
|
2021
Q2 | $812K | Sell |
236
-70
| -23% | -$241K | 0.76% | 20 |
|
|
2021
Q1 | $947K | Buy |
306
+207
| +209% | +$641K | 0.93% | 17 |
|
|
2020
Q4 | $322K | Hold |
99
| – | – | 0.37% | 22 |
|
|
2020
Q3 | $312K | Hold |
99
| – | – | 0.47% | 20 |
|
|
2020
Q2 | $273K | Hold |
99
| – | – | 0.39% | 21 |
|
|
2020
Q1 | $193K | Buy |
99
+20
| +25% | +$39K | 0.3% | 24 |
|
|
2019
Q4 | $146K | Hold |
79
| – | – | 0.21% | 26 |
|
|
2019
Q3 | $137K | Hold |
79
| – | – | 0.23% | 24 |
|
|
2019
Q2 | $150K | Hold |
79
| – | – | 0.11% | 27 |
|
|
2019
Q1 | $141K | Hold |
79
| – | – | 0.11% | 25 |
|
|
2018
Q4 | $119K | Buy |
79
+20
| +34% | +$30.1K | 0.1% | 27 |
|
|
2018
Q3 | $118K | Buy |
59
+16
| +37% | +$32K | 0.11% | 21 |
|
|
2018
Q2 | $73K | Hold |
43
| – | – | 0.06% | 27 |
|
|
2018
Q1 | $62K | Hold |
43
| – | – | 0.05% | 30 |
|
|
2017
Q4 | $50K | Buy |
+43
| New | +$50K | 0.04% | 38 |
|