BWFA
Baltimore-Washington Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6M | Buy |
235,304
+9,342
| +4% | +$2.05M | 2.41% | 8 |
|
|
2025
Q1 | $43M | Buy |
225,962
+4,083
| +2% | +$777K | 2.28% | 13 |
|
|
2024
Q4 | $48.7M | Buy |
221,879
+4,791
| +2% | +$1.05M | 2.5% | 9 |
|
|
2024
Q3 | $40.5M | Buy |
217,088
+5,473
| +3% | +$1.02M | 2.18% | 12 |
|
|
2024
Q2 | $40.9M | Buy |
211,615
+11,824
| +6% | +$2.28M | 2.36% | 10 |
|
|
2024
Q1 | $36M | Buy |
199,791
+9,276
| +5% | +$1.67M | 2.24% | 10 |
|
|
2023
Q4 | $28.9M | Buy |
190,515
+7,261
| +4% | +$1.1M | 2.01% | 14 |
|
|
2023
Q3 | $23.3M | Buy |
183,254
+2,114
| +1% | +$269K | 1.88% | 15 |
|
|
2023
Q2 | $23.6M | Buy |
181,140
+2,111
| +1% | +$275K | 1.88% | 13 |
|
|
2023
Q1 | $18.5M | Buy |
179,029
+1,755
| +1% | +$181K | 1.63% | 19 |
|
|
2022
Q4 | $14.9M | Sell |
177,274
-3,140
| -2% | -$264K | 1.46% | 24 |
|
|
2022
Q3 | $20.4M | Buy |
180,414
+2,776
| +2% | +$314K | 1.72% | 14 |
|
|
2022
Q2 | $18.9M | Buy |
177,638
+170,009
| +2,228% | +$18.1M | 2.02% | 14 |
|
|
2022
Q1 | $23.6M | Sell |
7,629
-1,319
| -15% | -$4.08M | 2.3% | 6 |
|
|
2021
Q4 | $29.8M | Buy |
8,948
+988
| +12% | +$3.29M | 2.41% | 6 |
|
|
2021
Q3 | $26.1M | Buy |
7,960
+192
| +2% | +$631K | 2.3% | 7 |
|
|
2021
Q2 | $26.7M | Buy |
7,768
+108
| +1% | +$372K | 2.49% | 5 |
|
|
2021
Q1 | $23.7M | Buy |
7,660
+54
| +0.7% | +$167K | 2.41% | 6 |
|
|
2020
Q4 | $24.8M | Buy |
7,606
+242
| +3% | +$788K | 2.7% | 5 |
|
|
2020
Q3 | $23.2M | Sell |
7,364
-135
| -2% | -$425K | 3% | 5 |
|
|
2020
Q2 | $20.7M | Buy |
7,499
+301
| +4% | +$830K | 2.85% | 6 |
|
|
2020
Q1 | $14M | Buy |
7,198
+36
| +0.5% | +$70.2K | 2.53% | 5 |
|
|
2019
Q4 | $12.5M | Buy |
7,162
+417
| +6% | +$728K | 1.84% | 14 |
|
|
2019
Q3 | $11.7M | Sell |
6,745
-38
| -0.6% | -$66K | 1.92% | 12 |
|
|
2019
Q2 | $12.8M | Buy |
6,783
+21
| +0.3% | +$39.8K | 2.16% | 11 |
|
|
2019
Q1 | $12M | Buy |
6,762
+548
| +9% | +$976K | 2.11% | 10 |
|
|
2018
Q4 | $9.33M | Buy |
6,214
+245
| +4% | +$368K | 1.93% | 15 |
|
|
2018
Q3 | $12M | Buy |
5,969
+641
| +12% | +$1.28M | 2.16% | 9 |
|
|
2018
Q2 | $9.06M | Buy |
5,328
+5,185
| +3,626% | +$8.81M | 1.8% | 20 |
|
|
2018
Q1 | $206K | Buy |
+143
| New | +$206K | 0.05% | 83 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 98 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 269 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$32K | – | 285 |
|
|
2014
Q2 | $32K | Buy |
+100
| New | +$32K | 0.01% | 182 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$40K | – | 225 |
|
|
2013
Q4 | $40K | Hold |
100
| – | – | 0.01% | 177 |
|
|
2013
Q3 | $31K | Buy |
+100
| New | +$31K | 0.01% | 140 |
|