BAM
Baldrige Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $267K | Buy |
2,583
+1,238
| +92% | +$128K | 0.11% | 98 |
|
|
2022
Q4 | $113K | Hold |
1,345
| – | – | 0.05% | 135 |
|
|
2022
Q3 | $152K | Hold |
1,345
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $143K | Buy |
1,345
+1,240
| +1,181% | -$80.3K | 0.07% | 119 |
|
|
2022
Q1 | $342K | Sell |
105
-18
| -15% | -$58.6K | 0.14% | 88 |
|
|
2021
Q4 | $410K | Sell |
123
-4
| -3% | -$13.3K | 0.16% | 75 |
|
|
2021
Q3 | $417K | Sell |
127
-6
| -5% | -$19.7K | 0.17% | 72 |
|
|
2021
Q2 | $458K | Buy |
133
+62
| +87% | +$214K | 0.2% | 66 |
|
|
2021
Q1 | $220K | Sell |
71
-1
| -1% | -$3.1K | 0.12% | 84 |
|
|
2020
Q4 | $234K | Buy |
+72
| New | +$234K | 0.14% | 80 |
|