BSW Wealth Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Sell |
31,229
-255
| -0.8% | -$55.9K | 0.94% | 22 |
|
|
2025
Q1 | $5.99M | Sell |
31,484
-1,270
| -4% | -$242K | 0.91% | 22 |
|
|
2024
Q4 | $7.19M | Buy |
+32,754
| New | +$7.19M | 1.05% | 17 |
|
|
2024
Q3 | – | Sell |
-29,087
| Closed | -$5.62M | – | 301 |
|
|
2024
Q2 | $5.62M | Buy |
29,087
+961
| +3% | +$186K | 0.92% | 23 |
|
|
2024
Q1 | $5.07M | Buy |
28,126
+1,479
| +6% | +$267K | 0.86% | 25 |
|
|
2023
Q4 | $4.05M | Sell |
26,647
-181
| -0.7% | -$27.5K | 0.8% | 23 |
|
|
2023
Q3 | $3.41M | Buy |
26,828
+1,483
| +6% | +$189K | 0.76% | 24 |
|
|
2023
Q2 | $3.3M | Sell |
25,345
-830
| -3% | -$108K | 0.69% | 24 |
|
|
2023
Q1 | $2.7M | Buy |
26,175
+6,128
| +31% | +$633K | 0.55% | 29 |
|
|
2022
Q4 | $1.68M | Sell |
20,047
-4,621
| -19% | -$388K | 0.36% | 42 |
|
|
2022
Q3 | $2.79M | Sell |
24,668
-324
| -1% | -$36.6K | 0.68% | 20 |
|
|
2022
Q2 | $2.65M | Buy |
24,992
+572
| +2% | +$60.7K | 0.64% | 24 |
|
|
2022
Q1 | $3.98M | Buy |
24,420
+2,600
| +12% | +$424K | 1.01% | 15 |
|
|
2021
Q4 | $3.64M | Buy |
21,820
+2,460
| +13% | +$410K | 0.91% | 17 |
|
|
2021
Q3 | $3.18M | Sell |
19,360
-3,140
| -14% | -$516K | 0.89% | 18 |
|
|
2021
Q2 | $3.87M | Buy |
22,500
+1,760
| +8% | +$303K | 1.06% | 17 |
|
|
2021
Q1 | $3.21M | Buy |
20,740
+4,960
| +31% | +$767K | 0.93% | 17 |
|
|
2020
Q4 | $2.57M | Buy |
15,780
+3,280
| +26% | +$534K | 0.79% | 24 |
|
|
2020
Q3 | $1.97M | Buy |
12,500
+560
| +5% | +$88.2K | 0.74% | 24 |
|
|
2020
Q2 | $1.65M | Buy |
11,940
+1,960
| +20% | +$270K | 0.55% | 31 |
|
|
2020
Q1 | $973K | Buy |
9,980
+940
| +10% | +$91.6K | 0.4% | 32 |
|
|
2019
Q4 | $835K | Buy |
+9,040
| New | +$835K | 0.28% | 38 |
|
|
2019
Q3 | – | Sell |
-7,600
| Closed | -$720K | – | 150 |
|
|
2019
Q2 | $720K | Buy |
7,600
+4,640
| +157% | +$440K | 0.27% | 42 |
|
|
2019
Q1 | $264K | Buy |
2,960
+240
| +9% | +$21.4K | 0.1% | 72 |
|
|
2018
Q4 | $204K | Buy |
2,720
+120
| +5% | +$9K | 0.08% | 85 |
|
|
2018
Q3 | $260K | Sell |
2,600
-20
| -0.8% | -$2K | 0.1% | 95 |
|
|
2018
Q2 | $223K | Buy |
+2,620
| New | +$223K | 0.1% | 79 |
|