BWM
BCS Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
14,734
-103
| -0.7% | -$22.6K | 0.7% | 38 |
|
|
2025
Q1 | $2.82M | Sell |
14,837
-103
| -0.7% | -$19.6K | 0.73% | 36 |
|
|
2024
Q4 | $3.28M | Buy |
14,940
+5,307
| +55% | +$1.16M | 0.82% | 34 |
|
|
2024
Q3 | $1.8M | Sell |
9,633
-961
| -9% | -$179K | 0.76% | 37 |
|
|
2024
Q2 | $2.05M | Buy |
10,594
+162
| +2% | +$31.3K | 1% | 28 |
|
|
2024
Q1 | $1.88M | Sell |
10,432
-101
| -1% | -$18.2K | 0.6% | 44 |
|
|
2023
Q4 | $1.6M | Buy |
10,533
+28
| +0.3% | +$4.25K | 0.59% | 46 |
|
|
2023
Q3 | $1.34M | Buy |
+10,505
| New | +$1.34M | 0.56% | 50 |
|
|
2023
Q2 | – | Sell |
-3,043
| Closed | -$314K | – | 116 |
|
|
2023
Q1 | $314K | Sell |
3,043
-7,160
| -70% | -$739K | 0.14% | 118 |
|
|
2022
Q4 | $857K | Hold |
10,203
| – | – | 0.36% | 74 |
|
|
2022
Q3 | $1.15M | Sell |
10,203
-1,011
| -9% | -$114K | 0.54% | 51 |
|
|
2022
Q2 | $1.19M | Buy |
11,214
+10,781
| +2,490% | +$1.15M | 0.53% | 49 |
|
|
2022
Q1 | $1.41M | Sell |
433
-21
| -5% | -$68.5K | 0.58% | 41 |
|
|
2021
Q4 | $1.52M | Buy |
454
+55
| +14% | +$184K | 0.54% | 44 |
|
|
2021
Q3 | $1.31M | Buy |
399
+6
| +2% | +$19.7K | 0.56% | 42 |
|
|
2021
Q2 | $1.35M | Buy |
393
+16
| +4% | +$55K | 0.72% | 33 |
|
|
2021
Q1 | $1.17M | Buy |
377
+27
| +8% | +$83.6K | 0.55% | 41 |
|
|
2020
Q4 | $1.14M | Buy |
350
+2
| +0.6% | +$6.51K | 0.59% | 36 |
|
|
2020
Q3 | $1.1M | Sell |
348
-23
| -6% | -$72.4K | 0.62% | 33 |
|
|
2020
Q2 | $1.02M | Buy |
371
+2
| +0.5% | +$5.52K | 0.61% | 33 |
|
|
2020
Q1 | $719K | Buy |
369
+53
| +17% | +$103K | 0.5% | 44 |
|
|
2019
Q4 | $584K | Buy |
+316
| New | +$584K | 0.39% | 53 |
|