BWA
Burt Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
12,077
-80
| -0.7% | -$17.6K | 0.61% | 26 |
|
|
2025
Q1 | $2.31M | Buy |
12,157
+100
| +0.8% | +$19K | 0.58% | 25 |
|
|
2024
Q4 | $2.65M | Buy |
12,057
+1,485
| +14% | +$326K | 0.67% | 24 |
|
|
2024
Q3 | $1.97M | Hold |
10,572
| – | – | 0.48% | 28 |
|
|
2024
Q2 | $2.04M | Sell |
10,572
-1,748
| -14% | -$338K | 0.54% | 28 |
|
|
2024
Q1 | $2.22M | Buy |
12,320
+1,458
| +13% | +$263K | 0.56% | 26 |
|
|
2023
Q4 | $1.65M | Hold |
10,862
| – | – | 0.47% | 28 |
|
|
2023
Q3 | $1.38M | Buy |
10,862
+22
| +0.2% | +$2.8K | 0.42% | 26 |
|
|
2023
Q2 | $1.41M | Sell |
10,840
-62
| -0.6% | -$8.08K | 0.43% | 24 |
|
|
2023
Q1 | $1.13M | Buy |
10,902
+742
| +7% | +$76.6K | 0.35% | 27 |
|
|
2022
Q4 | $853K | Buy |
+10,160
| New | +$853K | 0.29% | 33 |
|
|
2022
Q3 | – | Sell |
-11,040
| Closed | -$1.17M | – | 92 |
|
|
2022
Q2 | $1.17M | Buy |
11,040
+10,493
| +1,918% | +$1.11M | 0.41% | 20 |
|
|
2022
Q1 | $1.78M | Buy |
+547
| New | +$1.78M | 0.53% | 22 |
|
|
2021
Q4 | – | Sell |
-545
| Closed | -$1.79M | – | 96 |
|
|
2021
Q3 | $1.79M | Buy |
545
+4
| +0.7% | +$13.1K | 0.57% | 19 |
|
|
2021
Q2 | $1.86M | Buy |
541
+3
| +0.6% | +$10.3K | 0.67% | 18 |
|
|
2021
Q1 | $1.67M | Buy |
538
+5
| +0.9% | +$15.5K | 0.61% | 19 |
|
|
2020
Q4 | $1.74M | Buy |
533
+10
| +2% | +$32.6K | 0.6% | 18 |
|
|
2020
Q3 | $1.65M | Buy |
523
+32
| +7% | +$101K | 0.62% | 19 |
|
|
2020
Q2 | $1.36M | Sell |
491
-3
| -0.6% | -$8.28K | 0.55% | 18 |
|
|
2020
Q1 | $963K | Buy |
494
+5
| +1% | +$9.75K | 0.43% | 24 |
|
|
2019
Q4 | $904K | Hold |
489
| – | – | 0.35% | 26 |
|
|
2019
Q3 | $849K | Sell |
489
-3
| -0.6% | -$5.21K | 0.35% | 25 |
|
|
2019
Q2 | $932K | Hold |
492
| – | – | 0.41% | 22 |
|
|
2019
Q1 | $876K | Sell |
492
-292
| -37% | -$520K | 0.4% | 21 |
|
|
2018
Q4 | $1.18M | Buy |
784
+138
| +21% | +$207K | 0.56% | 25 |
|
|
2018
Q3 | $1.29M | Hold |
646
| – | – | 0.59% | 16 |
|
|
2018
Q2 | $1.1M | Hold |
646
| – | – | 0.53% | 17 |
|
|
2018
Q1 | $935K | Buy |
646
+13
| +2% | +$18.8K | 0.48% | 21 |
|
|
2017
Q4 | $740K | Buy |
633
+10
| +2% | +$11.7K | 0.46% | 23 |
|
|
2017
Q3 | $599K | Buy |
623
+32
| +5% | +$30.8K | 0.39% | 27 |
|
|
2017
Q2 | $572K | Buy |
591
+30
| +5% | +$29K | 0.4% | 30 |
|
|
2017
Q1 | $497K | Sell |
561
-65
| -10% | -$57.6K | 0.36% | 33 |
|
|
2016
Q4 | $469K | Buy |
626
+50
| +9% | +$37.5K | 0.42% | 36 |
|
|
2016
Q3 | $482K | Hold |
576
| – | – | 0.51% | 27 |
|
|
2016
Q2 | $412K | Buy |
576
+142
| +33% | +$102K | 0.46% | 28 |
|
|
2016
Q1 | $258K | Sell |
434
-4
| -0.9% | -$2.38K | 0.24% | 50 |
|
|
2015
Q4 | $296K | Sell |
438
-2
| -0.5% | -$1.35K | 0.24% | 47 |
|
|
2015
Q3 | $225K | Buy |
440
+15
| +4% | +$7.67K | 0.28% | 47 |
|
|
2015
Q2 | $184K | Hold |
425
| – | – | 0.2% | 63 |
|
|
2015
Q1 | $158K | Hold |
425
| – | – | 0.16% | 64 |
|
|
2014
Q4 | $132K | Buy |
+425
| New | +$132K | 0.14% | 77 |
|