EHWM
Eads & Heald Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
15,305
-628
| -4% | -$138K | 1.66% | 8 |
|
|
2025
Q1 | $3.03M | Sell |
15,933
-441
| -3% | -$83.9K | 1.54% | 9 |
|
|
2024
Q4 | $3.59M | Sell |
16,374
-695
| -4% | -$152K | 1.77% | 5 |
|
|
2024
Q3 | $3.18M | Sell |
17,069
-1,127
| -6% | -$210K | 1.51% | 8 |
|
|
2024
Q2 | $3.52M | Sell |
18,196
-884
| -5% | -$171K | 1.7% | 3 |
|
|
2024
Q1 | $3.44M | Sell |
19,080
-1,534
| -7% | -$277K | 1.61% | 3 |
|
|
2023
Q4 | $3.13M | Sell |
20,614
-402
| -2% | -$61.1K | 1.51% | 4 |
|
|
2023
Q3 | $2.67M | Sell |
21,016
-507
| -2% | -$64.5K | 1.4% | 11 |
|
|
2023
Q2 | $2.81M | Sell |
21,523
-932
| -4% | -$122K | 1.38% | 13 |
|
|
2023
Q1 | $2.32M | Sell |
22,455
-40
| -0.2% | -$4.13K | 1.15% | 31 |
|
|
2022
Q4 | $1.89M | Buy |
22,495
+2,215
| +11% | +$186K | 0.96% | 45 |
|
|
2022
Q3 | $2.29M | Buy |
20,280
+633
| +3% | +$71.5K | 1.3% | 15 |
|
|
2022
Q2 | $2.09M | Buy |
19,647
+18,694
| +1,962% | +$1.99M | 1.12% | 37 |
|
|
2022
Q1 | $3.11M | Sell |
953
-3
| -0.3% | -$9.78K | 1.44% | 6 |
|
|
2021
Q4 | $3.19M | Sell |
956
-18
| -2% | -$60K | 1.39% | 6 |
|
|
2021
Q3 | $3.2M | Buy |
974
+14
| +1% | +$46K | 1.55% | 4 |
|
|
2021
Q2 | $3.3M | Sell |
960
-54
| -5% | -$186K | 1.61% | 2 |
|
|
2021
Q1 | $3.14M | Sell |
1,014
-34
| -3% | -$105K | 1.61% | 2 |
|
|
2020
Q4 | $3.41M | Sell |
1,048
-19
| -2% | -$61.9K | 1.84% | 2 |
|
|
2020
Q3 | $3.36M | Sell |
1,067
-247
| -19% | -$778K | 2.01% | 2 |
|
|
2020
Q2 | $3.63M | Sell |
1,314
-143
| -10% | -$395K | 2.2% | 1 |
|
|
2020
Q1 | $2.84M | Sell |
1,457
-85
| -6% | -$166K | 2.01% | 1 |
|
|
2019
Q4 | $2.85M | Buy |
1,542
+40
| +3% | +$73.9K | 1.51% | 7 |
|
|
2019
Q3 | $2.61M | Sell |
1,502
-14
| -0.9% | -$24.3K | 1.46% | 9 |
|
|
2019
Q2 | $2.87M | Sell |
1,516
-50
| -3% | -$94.7K | 1.62% | 1 |
|
|
2019
Q1 | $2.79M | Sell |
1,566
-2
| -0.1% | -$3.56K | 1.61% | 2 |
|
|
2018
Q4 | $2.36M | Sell |
1,568
-68
| -4% | -$102K | 1.57% | 3 |
|
|
2018
Q3 | $3.28M | Sell |
1,636
-200
| -11% | -$401K | 1.88% | 1 |
|
|
2018
Q2 | $3.12M | Sell |
1,836
-205
| -10% | -$348K | 1.92% | 1 |
|
|
2018
Q1 | $2.95M | Sell |
2,041
-502
| -20% | -$727K | 1.87% | 1 |
|
|
2017
Q4 | $2.97M | Sell |
2,543
-169
| -6% | -$198K | 1.75% | 1 |
|
|
2017
Q3 | $2.61M | Sell |
2,712
-85
| -3% | -$81.7K | 1.62% | 1 |
|
|
2017
Q2 | $2.71M | Sell |
2,797
-307
| -10% | -$297K | 1.74% | 1 |
|
|
2017
Q1 | $2.75M | Sell |
3,104
-83
| -3% | -$73.6K | 1.77% | 1 |
|
|
2016
Q4 | $2.39M | Buy |
3,187
+202
| +7% | +$151K | 1.63% | 2 |
|
|
2016
Q3 | $2.5M | Sell |
2,985
-156
| -5% | -$131K | 1.72% | 1 |
|
|
2016
Q2 | $2.25M | Sell |
3,141
-317
| -9% | -$227K | 1.54% | 2 |
|
|
2016
Q1 | $2.05M | Sell |
3,458
-55
| -2% | -$32.7K | 1.42% | 9 |
|
|
2015
Q4 | $2.37M | Sell |
3,513
-167
| -5% | -$113K | 1.64% | 1 |
|
|
2015
Q3 | $1.88M | Sell |
3,680
-372
| -9% | -$190K | 1.34% | 17 |
|
|
2015
Q2 | $1.76M | Sell |
4,052
-235
| -5% | -$102K | 1.16% | 32 |
|
|
2015
Q1 | $1.6M | Sell |
4,287
-103
| -2% | -$38.3K | 1.03% | 42 |
|
|
2014
Q4 | $1.36M | Sell |
4,390
-21
| -0.5% | -$6.52K | 0.87% | 57 |
|
|
2014
Q3 | $1.42M | Sell |
4,411
-93
| -2% | -$30K | 0.96% | 49 |
|
|
2014
Q2 | $1.46M | Sell |
4,504
-293
| -6% | -$95.2K | 0.97% | 50 |
|
|
2014
Q1 | $1.61M | Buy |
4,797
+48
| +1% | +$16.2K | 1.06% | 44 |
|
|
2013
Q4 | $1.89M | Sell |
4,749
-402
| -8% | -$160K | 1.26% | 37 |
|
|
2013
Q3 | $1.61M | Sell |
5,151
-321
| -6% | -$100K | 1.15% | 42 |
|
|
2013
Q2 | $1.52M | Buy |
+5,472
| New | +$1.52M | 1.08% | 46 |
|