DWM
Dakota Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8M | Sell |
386,743
-26,292
| -6% | -$5.77M | 1.79% | 6 |
|
|
2025
Q1 | $78.6M | Buy |
413,035
+4,492
| +1% | +$855K | 1.84% | 6 |
|
|
2024
Q4 | $89.6M | Sell |
408,543
-10,518
| -3% | -$2.31M | 2.06% | 6 |
|
|
2024
Q3 | $78.1M | Buy |
419,061
+20,906
| +5% | +$3.9M | 1.76% | 6 |
|
|
2024
Q2 | $76.9M | Buy |
398,155
+13,261
| +3% | +$2.56M | 1.81% | 6 |
|
|
2024
Q1 | $69.4M | Buy |
384,894
+52,983
| +16% | +$9.56M | 1.72% | 6 |
|
|
2023
Q4 | $50.4M | Buy |
331,911
+4,921
| +2% | +$748K | 1.96% | 5 |
|
|
2023
Q3 | $41.6M | Buy |
326,990
+26,969
| +9% | +$3.43M | 1.83% | 5 |
|
|
2023
Q2 | $39.1M | Buy |
300,021
+138,227
| +85% | +$18M | 1.84% | 5 |
|
|
2023
Q1 | $16.7M | Buy |
161,794
+10,217
| +7% | +$1.06M | 1.12% | 13 |
|
|
2022
Q4 | $12.7M | Sell |
151,577
-55,534
| -27% | -$4.66M | 0.9% | 23 |
|
|
2022
Q3 | $23.4M | Buy |
207,111
+22,762
| +12% | +$2.57M | 1.89% | 4 |
|
|
2022
Q2 | $19.6M | Buy |
184,349
+174,144
| +1,706% | +$18.5M | 1.8% | 5 |
|
|
2022
Q1 | $33.3M | Buy |
10,205
+522
| +5% | +$1.7M | 2.7% | 3 |
|
|
2021
Q4 | $32.3M | Buy |
9,683
+624
| +7% | +$2.08M | 3.41% | 3 |
|
|
2021
Q3 | $29.8M | Buy |
9,059
+769
| +9% | +$2.53M | 3.42% | 3 |
|
|
2021
Q2 | $28.5M | Buy |
8,290
+288
| +4% | +$991K | 3.4% | 3 |
|
|
2021
Q1 | $24.8M | Buy |
8,002
+371
| +5% | +$1.15M | 3.25% | 4 |
|
|
2020
Q4 | $24.9M | Buy |
7,631
+1,271
| +20% | +$4.14M | 3.23% | 4 |
|
|
2020
Q3 | $20M | Buy |
6,360
+284
| +5% | +$894K | 3.16% | 4 |
|
|
2020
Q2 | $16.8M | Buy |
6,076
+489
| +9% | +$1.35M | 2.87% | 5 |
|
|
2020
Q1 | $10.9M | Buy |
5,587
+1,103
| +25% | +$2.15M | 2.38% | 6 |
|
|
2019
Q4 | $8.29M | Sell |
4,484
-194
| -4% | -$358K | 1.33% | 16 |
|
|
2019
Q3 | $8.12M | Sell |
4,678
-167
| -3% | -$290K | 1.4% | 15 |
|
|
2019
Q2 | $9.18M | Buy |
4,845
+154
| +3% | +$292K | 1.76% | 12 |
|
|
2019
Q1 | $8.35M | Buy |
4,691
+684
| +17% | +$1.22M | 1.66% | 11 |
|
|
2018
Q4 | $7.77M | Buy |
4,007
+173
| +5% | +$336K | 1.76% | 11 |
|
|
2018
Q3 | $7.68M | Buy |
3,834
+423
| +12% | +$847K | 1.73% | 11 |
|
|
2018
Q2 | $5.8M | Buy |
3,411
+3,066
| +889% | +$5.21M | 1.61% | 15 |
|
|
2018
Q1 | $499K | Buy |
345
+80
| +30% | +$116K | 0.26% | 50 |
|
|
2017
Q4 | $310K | Buy |
+265
| New | +$310K | 0.16% | 59 |
|