BSW
Buckingham Strategic Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $63.8M | Sell |
330,228
-362
| -0.1% | -$70K | 0.66% | 26 |
|
|
2024
Q1 | $59.6M | Sell |
330,590
-49,928
| -13% | -$9.01M | 0.63% | 26 |
|
|
2023
Q4 | $57.8M | Buy |
380,518
+83
| +0% | +$12.6K | 0.69% | 21 |
|
|
2023
Q3 | $48.4M | Buy |
380,435
+2,935
| +0.8% | +$373K | 0.68% | 19 |
|
|
2023
Q2 | $49.2M | Sell |
377,500
-7,143
| -2% | -$931K | 0.7% | 19 |
|
|
2023
Q1 | $32.3M | Hold |
384,643
| – | – | 0.59% | 21 |
|
|
2022
Q4 | $32.3M | Sell |
384,643
-8,007
| -2% | -$673K | 0.59% | 21 |
|
|
2022
Q3 | $44.4M | Buy |
392,650
+8,869
| +2% | +$1M | 0.91% | 14 |
|
|
2022
Q2 | $40.8M | Buy |
383,781
+364,752
| +1,917% | +$38.7M | 0.81% | 15 |
|
|
2022
Q1 | $62M | Sell |
19,029
-92
| -0.5% | -$300K | 1.22% | 13 |
|
|
2021
Q4 | $63.8M | Sell |
19,121
-273
| -1% | -$910K | 1.23% | 11 |
|
|
2021
Q3 | $63.7M | Buy |
19,394
+219
| +1% | +$719K | 1.31% | 11 |
|
|
2021
Q2 | $66M | Buy |
19,175
+86
| +0.5% | +$296K | 1.59% | 9 |
|
|
2021
Q1 | $59.1M | Sell |
19,089
-366
| -2% | -$1.13M | 2.91% | 6 |
|
|
2020
Q4 | $63.4M | Buy |
19,455
+1,768
| +10% | +$5.76M | 3.33% | 6 |
|
|
2020
Q3 | $55.7M | Buy |
17,687
+1,417
| +9% | +$4.46M | 4.26% | 3 |
|
|
2020
Q2 | $44.9M | Sell |
16,270
-2,531
| -13% | -$6.98M | 4.27% | 3 |
|
|
2020
Q1 | $36.7M | Buy |
18,801
+379
| +2% | +$739K | 3.54% | 5 |
|
|
2019
Q4 | $34M | Buy |
18,422
+1,263
| +7% | +$2.33M | 3.27% | 4 |
|
|
2019
Q3 | $29.8M | Sell |
17,159
-665
| -4% | -$1.15M | 3.23% | 2 |
|
|
2019
Q2 | $33.8M | Buy |
17,824
+9,919
| +125% | +$18.8M | 3.67% | 2 |
|
|
2019
Q1 | $14.1M | Buy |
7,905
+230
| +3% | +$410K | 1.77% | 14 |
|
|
2018
Q4 | $11.5M | Buy |
7,675
+158
| +2% | +$237K | 1.76% | 13 |
|
|
2018
Q3 | $15.1M | Sell |
7,517
-85
| -1% | -$170K | 2.31% | 11 |
|
|
2018
Q2 | $12.9M | Buy |
7,602
+1,597
| +27% | +$2.71M | 2.09% | 10 |
|
|
2018
Q1 | $8.69M | Sell |
6,005
-65
| -1% | -$94.1K | 1.69% | 12 |
|
|
2017
Q4 | $7.1M | Buy |
6,070
+3,451
| +132% | +$4.04M | 1.48% | 12 |
|
|
2017
Q3 | $2.52M | Sell |
2,619
-674
| -20% | -$648K | 0.6% | 33 |
|
|
2017
Q2 | $3.19M | Buy |
3,293
+624
| +23% | +$604K | 0.75% | 26 |
|
|
2017
Q1 | $2.37M | Buy |
2,669
+391
| +17% | +$347K | 0.69% | 27 |
|
|
2016
Q4 | $1.71M | Buy |
2,278
+1,122
| +97% | +$841K | 0.55% | 40 |
|
|
2016
Q3 | $968K | Sell |
1,156
-84
| -7% | -$70.3K | 0.33% | 60 |
|
|
2016
Q2 | $887K | Sell |
1,240
-35
| -3% | -$25K | 0.3% | 65 |
|
|
2016
Q1 | $757K | Buy |
1,275
+346
| +37% | +$205K | 0.25% | 79 |
|
|
2015
Q4 | $628K | Buy |
929
+181
| +24% | +$122K | 0.21% | 86 |
|
|
2015
Q3 | $383K | Sell |
748
-68
| -8% | -$34.8K | 0.14% | 115 |
|
|
2015
Q2 | $354K | Sell |
816
-34
| -4% | -$14.8K | 0.12% | 135 |
|
|
2015
Q1 | $316K | Sell |
850
-69
| -8% | -$25.7K | 0.12% | 137 |
|
|
2014
Q4 | $285K | Buy |
+919
| New | +$285K | 0.11% | 144 |
|
|
2014
Q3 | – | Sell |
-713
| Closed | -$232K | – | 186 |
|
|
2014
Q2 | $232K | Sell |
713
-40
| -5% | -$13K | 0.1% | 146 |
|
|
2014
Q1 | $253K | Buy |
753
+50
| +7% | +$16.8K | 0.12% | 120 |
|
|
2013
Q4 | $280K | Sell |
703
-24
| -3% | -$9.56K | 0.13% | 112 |
|
|
2013
Q3 | $227K | Sell |
727
-3
| -0.4% | -$937 | 0.12% | 112 |
|
|
2013
Q2 | $203K | Buy |
+730
| New | +$203K | 0.11% | 118 |
|