BWM
Biltmore Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
5,426
-205
| -4% | -$45K | 0.48% | 20 |
|
|
2025
Q1 | $1.07M | Buy |
5,631
+24
| +0.4% | +$4.57K | 0.45% | 21 |
|
|
2024
Q4 | $1.23M | Buy |
5,607
+112
| +2% | +$24.6K | 0.51% | 21 |
|
|
2024
Q3 | $1.02M | Sell |
5,495
-698
| -11% | -$130K | 0.42% | 21 |
|
|
2024
Q2 | $1.2M | Sell |
6,193
-557
| -8% | -$108K | 0.52% | 22 |
|
|
2024
Q1 | $1.03M | Hold |
6,750
| – | – | 0.49% | 23 |
|
|
2023
Q4 | $1.03M | Hold |
6,750
| – | – | 0.49% | 23 |
|
|
2023
Q3 | $858K | Buy |
6,750
+76
| +1% | +$9.66K | 0.41% | 23 |
|
|
2023
Q2 | $870K | Sell |
6,674
-111
| -2% | -$14.5K | 0.37% | 23 |
|
|
2023
Q1 | $701K | Buy |
6,785
+253
| +4% | +$26.1K | 0.28% | 33 |
|
|
2022
Q4 | $549K | Sell |
6,532
-658
| -9% | -$55.3K | 0.24% | 34 |
|
|
2022
Q3 | $812K | Buy |
7,190
+406
| +6% | +$45.9K | 0.37% | 20 |
|
|
2022
Q2 | $721K | Buy |
6,784
+6,447
| +1,913% | +$685K | 0.32% | 26 |
|
|
2022
Q1 | $1.1M | Buy |
337
+32
| +10% | +$104K | 0.43% | 21 |
|
|
2021
Q4 | $1.02M | Sell |
305
-15
| -5% | -$50.1K | 0.38% | 22 |
|
|
2021
Q3 | $1.05M | Buy |
320
+24
| +8% | +$78.8K | 0.42% | 19 |
|
|
2021
Q2 | $1.02M | Buy |
296
+3
| +1% | +$10.3K | 0.41% | 18 |
|
|
2021
Q1 | $907K | Buy |
293
+2
| +0.7% | +$6.19K | 0.39% | 16 |
|
|
2020
Q4 | $948K | Sell |
291
-18
| -6% | -$58.6K | 0.49% | 14 |
|
|
2020
Q3 | $852K | Sell |
309
-27
| -8% | -$74.4K | 0.49% | 14 |
|
|
2020
Q2 | $655K | Buy |
336
+41
| +14% | +$79.9K | 0.42% | 14 |
|
|
2020
Q1 | $545K | Hold |
295
| – | – | 0.26% | 22 |
|
|
2019
Q4 | $545K | Sell |
295
-38
| -11% | -$70.2K | 0.26% | 22 |
|
|
2019
Q3 | $578K | Sell |
333
-8
| -2% | -$13.9K | 0.28% | 22 |
|
|
2019
Q2 | $646K | Sell |
341
-32
| -9% | -$60.6K | 0.32% | 20 |
|
|
2019
Q1 | $664K | Buy |
373
+82
| +28% | +$146K | 0.35% | 14 |
|
|
2018
Q4 | $437K | Sell |
291
-58
| -17% | -$87.1K | 0.48% | 26 |
|
|
2018
Q3 | $699K | Buy |
349
+178
| +104% | +$357K | 0.58% | 21 |
|
|
2018
Q2 | $291K | Buy |
171
+15
| +10% | +$25.5K | 0.26% | 33 |
|
|
2018
Q1 | $226K | Sell |
156
-37
| -19% | -$53.6K | 0.21% | 36 |
|
|
2017
Q4 | $226K | Buy |
+193
| New | +$226K | 0.2% | 36 |
|