BWM
Birchcreek Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
10,232
+756
| +8% | +$166K | 1.27% | 16 |
|
|
2025
Q1 | $1.8M | Sell |
9,476
-20
| -0.2% | -$3.81K | 1.14% | 18 |
|
|
2024
Q4 | $2.08M | Buy |
9,496
+205
| +2% | +$45K | 1.31% | 16 |
|
|
2024
Q3 | $1.73M | Sell |
9,291
-17
| -0.2% | -$3.17K | 1.13% | 18 |
|
|
2024
Q2 | $1.8M | Sell |
9,308
-153
| -2% | -$29.6K | 1.01% | 21 |
|
|
2024
Q1 | $1.71M | Buy |
9,461
+60
| +0.6% | +$10.8K | 0.9% | 27 |
|
|
2023
Q4 | $1.43M | Buy |
9,401
+278
| +3% | +$42.2K | 0.85% | 30 |
|
|
2023
Q3 | $1.16M | Sell |
9,123
-584
| -6% | -$74.2K | 0.79% | 33 |
|
|
2023
Q2 | $1.27M | Buy |
9,707
+1,315
| +16% | +$171K | 0.88% | 30 |
|
|
2023
Q1 | $867K | Buy |
8,392
+528
| +7% | +$54.5K | 0.69% | 39 |
|
|
2022
Q4 | $661K | Buy |
7,864
+253
| +3% | +$21.3K | 0.59% | 49 |
|
|
2022
Q3 | $860K | Buy |
7,611
+401
| +6% | +$45.3K | 0.8% | 34 |
|
|
2022
Q2 | $766K | Buy |
7,210
+7,043
| +4,217% | +$748K | 0.69% | 44 |
|
|
2022
Q1 | $544K | Buy |
167
+34
| +26% | +$111K | 0.48% | 52 |
|
|
2021
Q4 | $443K | Buy |
133
+9
| +7% | +$30K | 0.39% | 57 |
|
|
2021
Q3 | $407K | Buy |
124
+14
| +13% | +$46K | 0.38% | 63 |
|
|
2021
Q2 | $378K | Buy |
110
+10
| +10% | +$34.4K | 0.36% | 62 |
|
|
2021
Q1 | $309K | Sell |
100
-4
| -4% | -$12.4K | 0.33% | 73 |
|
|
2020
Q4 | $338K | Buy |
+104
| New | +$338K | 0.33% | 69 |
|