BTWM
Baker Tilly Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Sell |
26,563
-800
| -3% | -$176K | 2.08% | 10 |
|
|
2025
Q1 | $5.21M | Buy |
27,363
+433
| +2% | +$82.4K | 2.04% | 10 |
|
|
2024
Q4 | $5.91M | Buy |
26,930
+8
| +0% | +$1.76K | 2.32% | 8 |
|
|
2024
Q3 | $5.02M | Sell |
26,922
-3,735
| -12% | -$696K | 2.22% | 7 |
|
|
2024
Q2 | $5.92M | Sell |
30,657
-51,907
| -63% | -$10M | 2.42% | 7 |
|
|
2024
Q1 | $14.9M | Sell |
82,564
-5,827
| -7% | -$1.05M | 2.69% | 5 |
|
|
2023
Q4 | $13.4M | Sell |
88,391
-10,364
| -10% | -$1.57M | 2.2% | 7 |
|
|
2023
Q3 | $12.6M | Sell |
98,755
-83,962
| -46% | -$10.7M | 2.07% | 8 |
|
|
2023
Q2 | $23.8M | Sell |
182,717
-1,529
| -0.8% | -$199K | 2.5% | 5 |
|
|
2023
Q1 | $19M | Buy |
184,246
+10,898
| +6% | +$1.13M | 2.14% | 5 |
|
|
2022
Q4 | $14.6M | Buy |
173,348
+4,976
| +3% | +$418K | 1.79% | 5 |
|
|
2022
Q3 | $19M | Sell |
168,372
-5,284
| -3% | -$597K | 2.59% | 6 |
|
|
2022
Q2 | $18.4M | Buy |
173,656
+166,318
| +2,267% | +$17.7M | 2.42% | 5 |
|
|
2022
Q1 | $23.9M | Buy |
7,338
+850
| +13% | +$2.77M | 2.65% | 5 |
|
|
2021
Q4 | $21.6M | Buy |
6,488
+1,157
| +22% | +$3.86M | 2.32% | 6 |
|
|
2021
Q3 | $17.5M | Buy |
5,331
+1,431
| +37% | +$4.7M | 2.31% | 5 |
|
|
2021
Q2 | $13.4M | Buy |
3,900
+247
| +7% | +$850K | 2.16% | 6 |
|
|
2021
Q1 | $11.3M | Buy |
3,653
+2,106
| +136% | +$6.52M | 2.31% | 5 |
|
|
2020
Q4 | $5.04M | Buy |
+1,547
| New | +$5.04M | 1.56% | 7 |
|