DWM
AMZN icon

Dorchester Wealth Management’s Amazon AMZN Stock Holding History

Dorchester Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.98M Buy
18,130
+62
+0.3% +$12.7K 0.79% 40
2024
Q3 		$3.37M Buy
18,068
+3,323
+23% +$606K 0.61% 45
2024
Q2 		$2.85M Sell
14,745
-110
-0.7% -$20.2K 0.55% 49
2024
Q1 		$2.68M Buy
14,855
+630
+4% +$105K 0.48% 53
2023
Q4 		$2.16M Sell
14,225
-420
-3% -$58.9K 0.4% 54
2023
Q3 		$1.86M Buy
14,645
+1,005
+7% +$135K 0.38% 55
2023
Q2 		$1.78M Buy
13,640
+965
+8% +$110K 0.36% 53
2023
Q1 		$1.31M Buy
12,675
+1,305
+11% +$126K 0.27% 59
2022
Q4 		$955K Sell
11,370
-1,135
-9% -$112K 0.23% 65
2022
Q3 		$1.41M Buy
12,505
+215
+2% +$27.2K 0.31% 61
2022
Q2 		$1.3M Buy
12,290
+4,470
+57% +$559K 0.26% 62
2022
Q1 		$1.59M Buy
7,820
+2,240
+40% +$346K 0.26% 57
2021
Q4 		$930K Buy
5,580
+1,160
+26% +$199K 0.18% 68
2021
Q3 		$726K Sell
4,420
-2,060
-32% -$355K 0.18% 74
2021
Q2 		$1.11M Buy
6,480
+20
+0.3% +$3.32K 0.26% 61
2021
Q1 		$999K Buy
6,460
+520
+9% +$82.4K 0.25% 63
2020
Q4 		$967K Sell
5,940
-1,040
-15% -$166K 0.26% 61
2020
Q3 		$1.1M Sell
6,980
-3,020
-30% -$476K 0.34% 55
2020
Q2 		$1.38M Buy
10,000
+500
+5% +$60.4K 0.44% 49
2020
Q1 		$926K Buy
9,500
+5,480
+136% +$530K 0.34% 54
2019
Q4 		$371K Sell
4,020
-60
-1% -$5.31K 0.1% 89
2019
Q3 		$354K Sell
4,080
-5,000
-55% -$464K 0.1% 98
2019
Q2 		$860K Buy
9,080
+3,000
+49% +$279K 0.25% 61
2019
Q1 		$541K Buy
6,080
+3,000
+97% +$250K 0.17% 77
2018
Q4 		$231K Buy
3,080
+120
+4% +$9.98K 0.08% 99
2018
Q3 		$296K Buy
+2,960
New +$278K 0.09% 92

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dorchester Wealth Management's AMZN Position: Q4 2024 in Review

Dorchester Wealth Management increased its Amazon (AMZN) stake by 0.34% in Q4 2024, buying an estimated $12.7K and bringing the position to 18,130 shares worth $3.98M. The position accounts for 0.79% of the portfolio, ranked #40.

Dorchester Wealth Management first reported a position in AMZN in Q3 2018 and has held it in 26 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Dorchester Wealth Management held 18,130 shares of Amazon worth $3.98M as of Q4 2024.
  • Dorchester Wealth Management bought 62 Amazon shares in Q4 2024, an estimated $12.7K.
  • Amazon made up 0.79% of Dorchester Wealth Management's portfolio in Q4 2024, its #40 holding.
  • Dorchester Wealth Management first reported a position in Amazon in Q3 2018 and has held it in 26 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.