BWG
Beta Wealth Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
16,690
-12,845
| -43% | -$2.82M | 1.34% | 26 |
|
|
2025
Q1 | $5.62M | Sell |
29,535
-7,966
| -21% | -$1.52M | 2.02% | 16 |
|
|
2024
Q4 | $8.23M | Buy |
37,501
+1,008
| +3% | +$221K | 3.64% | 5 |
|
|
2024
Q3 | $6.8M | Sell |
36,493
-616
| -2% | -$115K | 3.07% | 8 |
|
|
2024
Q2 | $7.17M | Sell |
37,109
-2,095
| -5% | -$405K | 3.4% | 8 |
|
|
2024
Q1 | $7.07M | Sell |
39,204
-1,063
| -3% | -$192K | 3.44% | 8 |
|
|
2023
Q4 | $6.12M | Buy |
40,267
+8,480
| +27% | +$1.29M | 3.21% | 9 |
|
|
2023
Q3 | $4.04M | Sell |
31,787
-5,361
| -14% | -$681K | 2.39% | 13 |
|
|
2023
Q2 | $4.84M | Buy |
37,148
+5,753
| +18% | +$750K | 2.8% | 12 |
|
|
2023
Q1 | $3.24M | Sell |
31,395
-863
| -3% | -$89.1K | 1.85% | 18 |
|
|
2022
Q4 | $2.71M | Buy |
32,258
+4,337
| +16% | +$364K | 1.82% | 21 |
|
|
2022
Q3 | $3.16M | Buy |
27,921
+3,804
| +16% | +$430K | 2.27% | 15 |
|
|
2022
Q2 | $2.56M | Buy |
24,117
+24,014
| +23,315% | +$2.55M | 1.72% | 24 |
|
|
2022
Q1 | $336K | Hold |
103
| – | – | 0.22% | 62 |
|
|
2021
Q4 | $338K | Hold |
103
| – | – | 0.24% | 47 |
|
|
2021
Q3 | $338K | Hold |
103
| – | – | 0.24% | 47 |
|
|
2021
Q2 | $354K | Buy |
103
+15
| +17% | +$51.6K | 0.25% | 48 |
|
|
2021
Q1 | $272K | Buy |
+88
| New | +$272K | 0.2% | 50 |
|