BWM
BNC Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Sell |
120,982
-1,700
| -1% | -$373K | 7.87% | 2 |
|
|
2025
Q1 | $23.3M | Buy |
122,682
+29,978
| +32% | +$5.7M | 8.41% | 1 |
|
|
2024
Q4 | $20.3M | Buy |
92,704
+2,315
| +3% | +$508K | 6.69% | 3 |
|
|
2024
Q3 | $16.8M | Buy |
90,389
+12,705
| +16% | +$2.37M | 6.2% | 3 |
|
|
2024
Q2 | $15M | Buy |
77,684
+13,016
| +20% | +$2.52M | 5.58% | 4 |
|
|
2024
Q1 | $11.7M | Sell |
64,668
-737
| -1% | -$133K | 4.99% | 4 |
|
|
2023
Q4 | $9.94M | Sell |
65,405
-95
| -0.1% | -$14.4K | 4.7% | 3 |
|
|
2023
Q3 | $8.33M | Sell |
65,500
-258
| -0.4% | -$32.8K | 4.47% | 4 |
|
|
2023
Q2 | $8.57M | Sell |
65,758
-641
| -1% | -$83.6K | 4.55% | 3 |
|
|
2023
Q1 | $6.86M | Buy |
66,399
+134
| +0.2% | +$13.8K | 3.83% | 3 |
|
|
2022
Q4 | $5.57M | Sell |
66,265
-698
| -1% | -$58.6K | 3.29% | 5 |
|
|
2022
Q3 | $7.57M | Sell |
66,963
-3,235
| -5% | -$366K | 4.57% | 3 |
|
|
2022
Q2 | $7.46M | Buy |
70,198
+66,780
| +1,954% | +$7.09M | 3.9% | 6 |
|
|
2022
Q1 | $11.1M | Buy |
3,418
+122
| +4% | +$398K | 5.5% | 2 |
|
|
2021
Q4 | $11M | Buy |
3,296
+223
| +7% | +$744K | 5.2% | 3 |
|
|
2021
Q3 | $10.1M | Buy |
3,073
+60
| +2% | +$197K | 5.98% | 2 |
|
|
2021
Q2 | $10.4M | Buy |
3,013
+14
| +0.5% | +$48.2K | 6.28% | 2 |
|
|
2021
Q1 | $9.28M | Buy |
2,999
+72
| +2% | +$223K | 6.59% | 2 |
|
|
2020
Q4 | $9.53M | Buy |
2,927
+92
| +3% | +$300K | 6.02% | 2 |
|
|
2020
Q3 | $8.93M | Buy |
+2,835
| New | +$8.93M | 6.28% | 2 |
|