BWM
BerganKDV Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.43M | Sell |
41,620
-871
| -2% | -$114K | 0.54% | 45 |
|
|
2023
Q1 | $4.39M | Buy |
42,491
+1,196
| +3% | +$124K | 0.45% | 52 |
|
|
2022
Q4 | $3.47M | Buy |
41,295
+854
| +2% | +$71.7K | 0.38% | 61 |
|
|
2022
Q3 | $4.57M | Buy |
40,441
+1,324
| +3% | +$150K | 0.55% | 37 |
|
|
2022
Q2 | $4.16M | Buy |
39,117
+37,280
| +2,029% | +$3.96M | 0.48% | 41 |
|
|
2022
Q1 | $5.99M | Buy |
1,837
+184
| +11% | +$600K | 0.64% | 32 |
|
|
2021
Q4 | $5.51M | Sell |
1,653
-29
| -2% | -$96.7K | 0.58% | 34 |
|
|
2021
Q3 | $5.53M | Buy |
1,682
+113
| +7% | +$371K | 0.63% | 33 |
|
|
2021
Q2 | $5.4M | Buy |
1,569
+3
| +0.2% | +$10.3K | 0.64% | 30 |
|
|
2021
Q1 | $4.85M | Buy |
1,566
+12
| +0.8% | +$37.1K | 0.62% | 31 |
|
|
2020
Q4 | $5.06M | Buy |
1,554
+72
| +5% | +$234K | 0.71% | 29 |
|
|
2020
Q3 | $4.67M | Buy |
1,482
+92
| +7% | +$290K | 0.74% | 30 |
|
|
2020
Q2 | $3.84M | Buy |
1,390
+9
| +0.7% | +$24.8K | 0.66% | 31 |
|
|
2020
Q1 | $2.69M | Buy |
1,381
+77
| +6% | +$150K | 0.55% | 37 |
|
|
2019
Q4 | $2.41M | Buy |
1,304
+39
| +3% | +$72.1K | 0.43% | 52 |
|
|
2019
Q3 | $2.2M | Sell |
1,265
-66
| -5% | -$115K | 0.43% | 48 |
|
|
2019
Q2 | $2.52M | Buy |
1,331
+84
| +7% | +$159K | 0.5% | 43 |
|
|
2019
Q1 | $2.22M | Sell |
1,247
-8
| -0.6% | -$14.2K | 0.45% | 43 |
|
|
2018
Q4 | $1.89M | Buy |
1,255
+24
| +2% | +$36K | 0.44% | 43 |
|
|
2018
Q3 | $2.47M | Buy |
1,231
+383
| +45% | +$767K | 0.53% | 34 |
|
|
2018
Q2 | $1.44M | Buy |
848
+200
| +31% | +$340K | 0.32% | 60 |
|
|
2018
Q1 | $938K | Sell |
648
-31
| -5% | -$44.9K | 0.26% | 81 |
|
|
2017
Q4 | $794K | Buy |
679
+9
| +1% | +$10.5K | 0.19% | 105 |
|
|
2017
Q3 | $644K | Sell |
670
-31
| -4% | -$29.8K | 0.16% | 113 |
|
|
2017
Q2 | $679K | Buy |
701
+4
| +0.6% | +$3.87K | 0.19% | 101 |
|
|
2017
Q1 | $618K | Buy |
697
+50
| +8% | +$44.3K | 0.18% | 108 |
|
|
2016
Q4 | $485K | Buy |
647
+46
| +8% | +$34.5K | 0.16% | 115 |
|
|
2016
Q3 | $503K | Buy |
601
+4
| +0.7% | +$3.35K | 0.17% | 113 |
|
|
2016
Q2 | $427K | Sell |
597
-21
| -3% | -$15K | 0.18% | 110 |
|
|
2016
Q1 | $367K | Buy |
+618
| New | +$367K | 0.22% | 109 |
|