BRWM
B. Riley Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $30.1K | Buy |
283,141
+269,967
| +2,049% | +$28.7K | 0.04% | 91 |
|
|
2022
Q1 | $42.9M | Sell |
13,174
-564
| -4% | -$1.84M | 3.31% | 3 |
|
|
2021
Q4 | $45.8M | Buy |
13,738
+559
| +4% | +$1.86M | 3.17% | 3 |
|
|
2021
Q3 | $43.3M | Buy |
13,179
+1,225
| +10% | +$4.02M | 3.33% | 3 |
|
|
2021
Q2 | $41.1M | Sell |
11,954
-396
| -3% | -$1.36M | 4.55% | 2 |
|
|
2021
Q1 | $38.2M | Buy |
12,350
+186
| +2% | +$575K | 4.47% | 2 |
|
|
2020
Q4 | $39.6M | Sell |
12,164
-1,526
| -11% | -$4.97M | 5.11% | 2 |
|
|
2020
Q3 | $43.1M | Buy |
13,690
+8,516
| +165% | +$26.8M | 5.09% | 2 |
|
|
2020
Q2 | $14.3M | Sell |
5,174
-8,315
| -62% | -$22.9M | 1.57% | 11 |
|
|
2020
Q1 | $26.3M | Buy |
13,489
+6,698
| +99% | +$13.1M | 2.76% | 4 |
|
|
2019
Q4 | $12.5M | Buy |
6,791
+647
| +11% | +$1.2M | 1.88% | 6 |
|
|
2019
Q3 | $10.7M | Sell |
6,144
-226
| -4% | -$392K | 1.86% | 7 |
|
|
2019
Q2 | $12.1K | Sell |
6,370
-66
| -1% | -$125 | 1.85% | 6 |
|
|
2019
Q1 | $11.5M | Buy |
6,436
+453
| +8% | +$807K | 1.99% | 5 |
|
|
2018
Q4 | $8.99M | Buy |
5,983
+1,245
| +26% | +$1.87M | 1.88% | 8 |
|
|
2018
Q3 | $9.49M | Buy |
+4,738
| New | +$9.49M | 2.33% | 6 |
|
|
2016
Q1 | $1.05M | Buy |
1,762
+917
| +109% | +$544K | 1.56% | 13 |
|
|
2015
Q4 | $571K | Buy |
+845
| New | +$571K | 0.73% | 37 |
|
|
2015
Q3 | – | Sell |
-530
| Closed | -$230K | – | 169 |
|
|
2015
Q2 | $230K | Sell |
530
-1,825
| -77% | -$792K | 0.18% | 161 |
|
|
2015
Q1 | $876K | Buy |
2,355
+2,000
| +563% | +$744K | 0.66% | 26 |
|
|
2014
Q4 | $110K | Hold |
355
| – | – | 0.09% | 249 |
|
|
2014
Q3 | $114K | Sell |
355
-825
| -70% | -$265K | 0.08% | 275 |
|
|
2014
Q2 | $383K | Buy |
1,180
+15
| +1% | +$4.87K | 0.25% | 108 |
|
|
2014
Q1 | $392K | Buy |
+1,165
| New | +$392K | 0.29% | 88 |
|