DA
DCM Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,517
| Closed | -$842K | – | 39 |
|
2024
Q3 | $842K | Buy |
4,517
+871
| +24% | +$162K | 0.42% | 36 |
|
2024
Q2 | $705K | Sell |
3,646
-1,614
| -31% | -$312K | 0.37% | 38 |
|
2024
Q1 | $949K | Buy |
5,260
+227
| +5% | +$40.9K | 0.39% | 40 |
|
2023
Q4 | $765K | Buy |
5,033
+1,073
| +27% | +$163K | 0.27% | 52 |
|
2023
Q3 | $503K | Sell |
3,960
-315
| -7% | -$40K | 0.23% | 53 |
|
2023
Q2 | $557K | Buy |
4,275
+1,954
| +84% | +$255K | 0.24% | 52 |
|
2023
Q1 | $240K | Sell |
2,321
-549
| -19% | -$56.7K | 0.11% | 65 |
|
2022
Q4 | $241K | Sell |
2,870
-19,986
| -87% | -$1.68M | 0.12% | 65 |
|
2022
Q3 | $2.58M | Sell |
22,856
-3,593
| -14% | -$406K | 1.3% | 22 |
|
2022
Q2 | $2.83M | Buy |
26,449
+25,290
| +2,182% | +$2.71M | 1.22% | 21 |
|
2022
Q1 | $3.78M | Sell |
1,159
-1,142
| -50% | -$3.72M | 1.34% | 15 |
|
2021
Q4 | $7.67M | Sell |
2,301
-308
| -12% | -$1.03M | 2.26% | 6 |
|
2021
Q3 | $8.57M | Buy |
2,609
+1,012
| +63% | +$3.32M | 3.3% | 3 |
|
2021
Q2 | $5.49M | Buy |
1,597
+432
| +37% | +$1.49M | 3.12% | 3 |
|
2021
Q1 | $3.61M | Buy |
1,165
+138
| +13% | +$427K | 2.1% | 4 |
|
2020
Q4 | $3.35M | Buy |
+1,027
| New | +$3.35M | 1.95% | 4 |
|