BWM
BigSur Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Hold |
36,270
| – | – | 2.01% | 10 |
|
|
2025
Q1 | $6.9M | Buy |
36,270
+60
| +0.2% | +$11.4K | 1.87% | 10 |
|
|
2024
Q4 | $7.94M | Sell |
36,210
-1,560
| -4% | -$342K | 2.27% | 10 |
|
|
2024
Q3 | $7.04M | Buy |
37,770
+800
| +2% | +$149K | 1.94% | 10 |
|
|
2024
Q2 | $7.14M | Buy |
36,970
+4,800
| +15% | +$928K | 2.19% | 9 |
|
|
2024
Q1 | $5.8M | Buy |
32,170
+6,120
| +23% | +$1.1M | 1.82% | 9 |
|
|
2023
Q4 | $3.96M | Buy |
26,050
+950
| +4% | +$144K | 1.88% | 10 |
|
|
2023
Q3 | $3.19M | Sell |
25,100
-595
| -2% | -$75.6K | 1.61% | 12 |
|
|
2023
Q2 | $3.35M | Buy |
25,695
+1,200
| +5% | +$156K | 1.6% | 10 |
|
|
2023
Q1 | $2.53M | Buy |
24,495
+20
| +0.1% | +$2.07K | 1.19% | 22 |
|
|
2022
Q4 | $2.06M | Sell |
24,475
-200
| -0.8% | -$16.8K | 0.99% | 28 |
|
|
2022
Q3 | $2.79M | Sell |
24,675
-125
| -0.5% | -$14.1K | 1.41% | 15 |
|
|
2022
Q2 | $2.63M | Buy |
24,800
+23,560
| +1,900% | +$2.5M | 1.24% | 23 |
|
|
2022
Q1 | $4.04M | Hold |
1,240
| – | – | 1.57% | 16 |
|
|
2021
Q4 | $4.14M | Buy |
1,240
+300
| +32% | +$1M | 1.62% | 15 |
|
|
2021
Q3 | $3.09M | Sell |
940
-306
| -25% | -$1.01M | 1.39% | 19 |
|
|
2021
Q2 | $4.29M | Buy |
1,246
+51
| +4% | +$175K | 1.93% | 11 |
|
|
2021
Q1 | $3.7M | Buy |
1,195
+560
| +88% | +$1.73M | 1.9% | 11 |
|
|
2020
Q4 | $2.07M | Hold |
635
| – | – | 1.17% | 25 |
|
|
2020
Q3 | $2M | Buy |
635
+400
| +170% | +$1.26M | 1.27% | 23 |
|
|
2020
Q2 | $648K | Sell |
235
-650
| -73% | -$1.79M | 0.46% | 51 |
|
|
2020
Q1 | $1.73M | Sell |
885
-200
| -18% | -$390K | 1.29% | 16 |
|
|
2019
Q4 | $2.01M | Buy |
1,085
+835
| +334% | +$1.54M | 1.13% | 24 |
|
|
2019
Q3 | $434K | Hold |
250
| – | – | 0.29% | 69 |
|
|
2019
Q2 | $481K | Sell |
250
-50
| -17% | -$96.2K | 0.34% | 61 |
|
|
2019
Q1 | $534K | Sell |
300
-300
| -50% | -$534K | 0.35% | 57 |
|
|
2018
Q4 | $901K | Hold |
600
| – | – | 0.64% | 34 |
|
|
2018
Q3 | $1.2M | Hold |
600
| – | – | 0.75% | 31 |
|
|
2018
Q2 | $1.02M | Buy |
600
+300
| +100% | +$510K | 0.74% | 27 |
|
|
2018
Q1 | $434K | Buy |
+300
| New | +$434K | 0.31% | 65 |
|