BT Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $707K | Buy |
6,660
+800
| +14% | +$84.9K | 0.2% | 31 |
|
|
2022
Q1 | $955K | Buy |
5,860
+280
| +5% | +$45.6K | 0.25% | 25 |
|
|
2021
Q4 | $930K | Buy |
5,580
+360
| +7% | +$60K | 0.25% | 25 |
|
|
2021
Q3 | $857K | Buy |
5,220
+200
| +4% | +$32.8K | 0.27% | 23 |
|
|
2021
Q2 | $863K | Buy |
5,020
+960
| +24% | +$165K | 0.26% | 26 |
|
|
2021
Q1 | $628K | Sell |
4,060
-4,000
| -50% | -$619K | 0.21% | 30 |
|
|
2020
Q4 | $1.31M | Buy |
8,060
+820
| +11% | +$134K | 0.49% | 21 |
|
|
2020
Q3 | $1.14M | Sell |
7,240
-1,740
| -19% | -$274K | 0.5% | 21 |
|
|
2020
Q2 | $1.24M | Sell |
8,980
-260
| -3% | -$35.9K | 0.63% | 20 |
|
|
2020
Q1 | $901K | Buy |
9,240
+2,880
| +45% | +$281K | 0.52% | 22 |
|
|
2019
Q4 | $588K | Buy |
6,360
+880
| +16% | +$81.4K | 0.3% | 34 |
|
|
2019
Q3 | $476K | Hold |
5,480
| – | – | 0.27% | 36 |
|
|
2019
Q2 | $491K | Sell |
5,480
-3,720
| -40% | -$333K | 0.28% | 36 |
|
|
2019
Q1 | $819K | Buy |
9,200
+1,680
| +22% | +$150K | 0.48% | 27 |
|
|
2018
Q4 | $610K | Buy |
+7,520
| New | +$610K | 0.26% | 46 |
|