BWA
BDO Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.12M | Buy |
46,965
+5,151
| +12% | +$671K | 0.7% | 29 |
|
|
2023
Q1 | $4.32M | Sell |
41,814
-2,616
| -6% | -$270K | 0.53% | 34 |
|
|
2022
Q4 | $3.73M | Sell |
44,430
-430
| -1% | -$36.1K | 0.46% | 37 |
|
|
2022
Q3 | $5.07M | Sell |
44,860
-465
| -1% | -$52.5K | 0.67% | 27 |
|
|
2022
Q2 | $4.81M | Buy |
45,325
+43,375
| +2,224% | +$4.61M | 0.59% | 31 |
|
|
2022
Q1 | $6.36M | Buy |
1,950
+24
| +1% | +$78.2K | 0.68% | 28 |
|
|
2021
Q4 | $6.42M | Buy |
1,926
+26
| +1% | +$86.7K | 0.68% | 27 |
|
|
2021
Q3 | $6.24M | Buy |
1,900
+39
| +2% | +$128K | 0.69% | 29 |
|
|
2021
Q2 | $6.4M | Sell |
1,861
-44
| -2% | -$151K | 0.71% | 28 |
|
|
2021
Q1 | $5.89M | Buy |
1,905
+1,028
| +117% | +$3.18M | 0.69% | 31 |
|
|
2020
Q4 | $2.86M | Buy |
877
+152
| +21% | +$495K | 0.4% | 44 |
|
|
2020
Q3 | $2.28M | Buy |
725
+71
| +11% | +$224K | 0.37% | 53 |
|
|
2020
Q2 | $1.8M | Sell |
654
-163
| -20% | -$450K | 0.32% | 61 |
|
|
2020
Q1 | $1.59M | Buy |
817
+379
| +87% | +$739K | 0.32% | 66 |
|
|
2019
Q4 | $809K | Sell |
438
-42
| -9% | -$77.6K | 0.21% | 87 |
|
|
2019
Q3 | $833K | Sell |
480
-82
| -15% | -$142K | 0.21% | 89 |
|
|
2019
Q2 | $1.06M | Sell |
562
-228
| -29% | -$432K | 0.29% | 71 |
|
|
2019
Q1 | $1.41M | Buy |
790
+94
| +14% | +$167K | 0.41% | 53 |
|
|
2018
Q4 | $1.05M | Buy |
696
+87
| +14% | +$131K | 0.36% | 60 |
|
|
2018
Q3 | $1.22M | Buy |
609
+36
| +6% | +$72.1K | 0.39% | 54 |
|
|
2018
Q2 | $974K | Buy |
573
+94
| +20% | +$160K | 0.33% | 60 |
|
|
2018
Q1 | $693K | Buy |
479
+85
| +22% | +$123K | 0.26% | 74 |
|
|
2017
Q4 | $461K | Hold |
394
| – | – | 0.21% | 78 |
|
|
2017
Q3 | $379K | Sell |
394
-158
| -29% | -$152K | 0.19% | 81 |
|
|
2017
Q2 | $534K | Buy |
+552
| New | +$534K | 0.23% | 75 |
|