DWM
Destination Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1M | Buy |
315,024
+531
| +0.2% | +$116K | 2.03% | 14 |
|
|
2025
Q1 | $59.8M | Sell |
314,493
-3,690
| -1% | -$702K | 1.89% | 14 |
|
|
2024
Q4 | $69.8M | Sell |
318,183
-8,979
| -3% | -$1.97M | 2.18% | 10 |
|
|
2024
Q3 | $61M | Buy |
327,162
+3,960
| +1% | +$738K | 1.89% | 15 |
|
|
2024
Q2 | $62.5M | Sell |
323,202
-15,646
| -5% | -$3.02M | 2.06% | 14 |
|
|
2024
Q1 | $61.1M | Sell |
338,848
-8,798
| -3% | -$1.59M | 2.03% | 14 |
|
|
2023
Q4 | $52.8M | Sell |
347,646
-6,975
| -2% | -$1.06M | 1.83% | 17 |
|
|
2023
Q3 | $45.1M | Sell |
354,621
-6,607
| -2% | -$840K | 1.75% | 18 |
|
|
2023
Q2 | $47.1M | Sell |
361,228
-2,399
| -0.7% | -$313K | 1.76% | 17 |
|
|
2023
Q1 | $37.6M | Buy |
363,627
+60,027
| +20% | +$6.2M | 1.42% | 23 |
|
|
2022
Q4 | $25.5M | Sell |
303,600
-30,145
| -9% | -$2.53M | 1.01% | 35 |
|
|
2022
Q3 | $37.7M | Buy |
333,745
+14,229
| +4% | +$1.61M | 1.59% | 19 |
|
|
2022
Q2 | $33.9M | Buy |
319,516
+303,955
| +1,953% | +$32.3M | 1.37% | 25 |
|
|
2022
Q1 | $50.7M | Buy |
15,561
+457
| +3% | +$1.49M | 1.88% | 15 |
|
|
2021
Q4 | $50.4M | Buy |
15,104
+632
| +4% | +$2.11M | 1.78% | 16 |
|
|
2021
Q3 | $47.5M | Buy |
14,472
+4,316
| +42% | +$14.2M | 1.85% | 16 |
|
|
2021
Q2 | $34.9M | Sell |
10,156
-112
| -1% | -$385K | 1.35% | 24 |
|
|
2021
Q1 | $31.8M | Buy |
10,268
+695
| +7% | +$2.15M | 1.31% | 25 |
|
|
2020
Q4 | $31.2M | Buy |
9,573
+205
| +2% | +$668K | 1.36% | 25 |
|
|
2020
Q3 | $29.5M | Sell |
9,368
-345
| -4% | -$1.09M | 1.49% | 24 |
|
|
2020
Q2 | $26.8M | Buy |
9,713
+106
| +1% | +$292K | 1.45% | 24 |
|
|
2020
Q1 | $18.7M | Buy |
9,607
+7,998
| +497% | +$15.6M | 1.15% | 29 |
|
|
2019
Q4 | $2.97M | Buy |
1,609
+166
| +12% | +$307K | 0.15% | 76 |
|
|
2019
Q3 | $2.51M | Sell |
1,443
-434
| -23% | -$753K | 0.14% | 76 |
|
|
2019
Q2 | $3.55M | Buy |
1,877
+407
| +28% | +$771K | 0.2% | 73 |
|
|
2019
Q1 | $2.62M | Sell |
1,470
-55
| -4% | -$98K | 0.15% | 77 |
|
|
2018
Q4 | $2.29M | Buy |
1,525
+150
| +11% | +$225K | 0.14% | 80 |
|
|
2018
Q3 | $2.75M | Buy |
1,375
+163
| +13% | +$326K | 0.15% | 77 |
|
|
2018
Q2 | $2.06M | Sell |
1,212
-292
| -19% | -$496K | 0.12% | 83 |
|
|
2018
Q1 | $2.18M | Sell |
1,504
-41
| -3% | -$59.3K | 0.13% | 81 |
|
|
2017
Q4 | $1.81M | Buy |
1,545
+125
| +9% | +$146K | 0.11% | 82 |
|
|
2017
Q3 | $1.37M | Sell |
1,420
-154
| -10% | -$148K | 0.09% | 89 |
|
|
2017
Q2 | $1.52M | Sell |
1,574
-416
| -21% | -$403K | 0.1% | 87 |
|
|
2017
Q1 | $1.76M | Buy |
1,990
+348
| +21% | +$308K | 0.12% | 80 |
|
|
2016
Q4 | $1.23M | Buy |
1,642
+960
| +141% | +$720K | 0.09% | 84 |
|
|
2016
Q3 | $571K | Buy |
682
+172
| +34% | +$144K | 0.04% | 101 |
|
|
2016
Q2 | $365K | Buy |
+510
| New | +$365K | 0.03% | 109 |
|
|
2015
Q3 | – | Sell |
-4,358
| Closed | -$1.89M | – | 121 |
|
|
2015
Q2 | $1.89M | Buy |
+4,358
| New | +$1.89M | 0.13% | 104 |
|