BWP
Bernardo Wealth Planning’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
17,504
-90
| -0.5% | -$19.7K | 0.83% | 26 |
|
|
2025
Q1 | $3.35M | Buy |
17,594
+356
| +2% | +$67.7K | 0.8% | 26 |
|
|
2024
Q4 | $3.77M | Buy |
17,238
+355
| +2% | +$77.7K | 0.9% | 26 |
|
|
2024
Q3 | $3.17M | Buy |
16,883
+2,470
| +17% | +$463K | 0.77% | 25 |
|
|
2024
Q2 | $2.79M | Sell |
14,413
-2,178
| -13% | -$421K | 0.75% | 27 |
|
|
2024
Q1 | $2.99M | Sell |
16,591
-108
| -0.6% | -$19.5K | 0.83% | 27 |
|
|
2023
Q4 | $2.54M | Buy |
16,699
+506
| +3% | +$76.9K | 0.8% | 28 |
|
|
2023
Q3 | $2.06M | Buy |
16,193
+580
| +4% | +$73.7K | 0.81% | 26 |
|
|
2023
Q2 | $2.04M | Sell |
15,613
-874
| -5% | -$114K | 0.81% | 25 |
|
|
2023
Q1 | $1.7M | Sell |
16,487
-340
| -2% | -$35.1K | 0.73% | 26 |
|
|
2022
Q4 | $1.41M | Buy |
16,827
+28
| +0.2% | +$2.35K | 0.66% | 29 |
|
|
2022
Q3 | $2M | Sell |
16,799
-101
| -0.6% | -$12K | 1.13% | 21 |
|
|
2022
Q2 | $1.79M | Buy |
16,900
+16,076
| +1,951% | +$1.71M | 1.02% | 20 |
|
|
2022
Q1 | $2.69M | Buy |
824
+13
| +2% | +$42.4K | 1.33% | 19 |
|
|
2021
Q4 | $2.7M | Buy |
811
+35
| +5% | +$117K | 1.32% | 21 |
|
|
2021
Q3 | $2.55M | Buy |
776
+26
| +3% | +$85.4K | 1.48% | 17 |
|
|
2021
Q2 | $2.58M | Sell |
750
-11
| -1% | -$37.8K | 1.55% | 17 |
|
|
2021
Q1 | $2.35M | Sell |
761
-1,810
| -70% | -$5.6M | 1.5% | 17 |
|
|
2020
Q4 | $8.37M | Buy |
2,571
+147
| +6% | +$479K | 3.23% | 7 |
|
|
2020
Q3 | $7.63M | Buy |
2,424
+111
| +5% | +$349K | 3.43% | 6 |
|
|
2020
Q2 | $6.38M | Buy |
2,313
+27
| +1% | +$74.5K | 3.42% | 6 |
|
|
2020
Q1 | $4.46M | Buy |
2,286
+102
| +5% | +$199K | 3.1% | 5 |
|
|
2019
Q4 | $4.04M | Sell |
2,184
-46
| -2% | -$85K | 2.45% | 8 |
|
|
2019
Q3 | $3.87M | Sell |
2,230
-47
| -2% | -$81.6K | 2.8% | 6 |
|
|
2019
Q2 | $4.31M | Sell |
2,277
-102
| -4% | -$193K | 3.38% | 4 |
|
|
2019
Q1 | $4.24M | Buy |
2,379
+119
| +5% | +$212K | 3.36% | 4 |
|
|
2018
Q4 | $3.39M | Buy |
+2,260
| New | +$3.39M | 3% | 4 |
|