EWM
Empirical Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8M | Buy |
213,208
+12,646
| +6% | +$2.77M | 1.06% | 21 |
|
|
2025
Q1 | $38.2M | Buy |
200,562
+18,835
| +10% | +$3.58M | 0.98% | 22 |
|
|
2024
Q4 | $39.9M | Buy |
181,727
+5,854
| +3% | +$1.28M | 1.08% | 21 |
|
|
2024
Q3 | $32.8M | Buy |
175,873
+19,080
| +12% | +$3.56M | 0.92% | 23 |
|
|
2024
Q2 | $30.3M | Sell |
156,793
-1,409
| -0.9% | -$272K | 0.9% | 23 |
|
|
2024
Q1 | $28.5M | Buy |
158,202
+4,807
| +3% | +$867K | 0.86% | 22 |
|
|
2023
Q4 | $23.3M | Buy |
153,395
+16,339
| +12% | +$2.48M | 0.77% | 23 |
|
|
2023
Q3 | $17.4M | Buy |
137,056
+21,467
| +19% | +$2.73M | 0.68% | 27 |
|
|
2023
Q2 | $15.1M | Buy |
115,589
+1,170
| +1% | +$153K | 0.61% | 30 |
|
|
2023
Q1 | $11.8M | Sell |
114,419
-18,209
| -14% | -$1.88M | 0.51% | 38 |
|
|
2022
Q4 | $11.1M | Sell |
132,628
-8,888
| -6% | -$747K | 0.52% | 38 |
|
|
2022
Q3 | $16M | Buy |
141,516
+12,007
| +9% | +$1.36M | 0.84% | 25 |
|
|
2022
Q2 | $13.8M | Buy |
129,509
+123,428
| +2,030% | +$13.1M | 0.72% | 26 |
|
|
2022
Q1 | $19.8M | Buy |
6,081
+956
| +19% | +$3.12M | 0.99% | 23 |
|
|
2021
Q4 | $17.1M | Buy |
5,125
+660
| +15% | +$2.2M | 0.85% | 24 |
|
|
2021
Q3 | $14.7M | Sell |
4,465
-466
| -9% | -$1.53M | 0.84% | 24 |
|
|
2021
Q2 | $17M | Buy |
4,931
+247
| +5% | +$850K | 1.03% | 21 |
|
|
2021
Q1 | $14.5M | Sell |
4,684
-2,227
| -32% | -$6.89M | 1.16% | 15 |
|
|
2020
Q4 | $22.5M | Buy |
6,911
+1,323
| +24% | +$4.31M | 1.72% | 15 |
|
|
2020
Q3 | $17.6M | Buy |
5,588
+708
| +15% | +$2.23M | 1.5% | 16 |
|
|
2020
Q2 | $13.5M | Buy |
4,880
+40
| +0.8% | +$110K | 1.26% | 17 |
|
|
2020
Q1 | $9.44M | Sell |
4,840
-249
| -5% | -$485K | 1.03% | 16 |
|
|
2019
Q4 | $9.4M | Sell |
5,089
-702
| -12% | -$1.3M | 1.03% | 16 |
|
|
2019
Q3 | $10.1M | Buy |
5,791
+801
| +16% | +$1.39M | 1.22% | 14 |
|
|
2019
Q2 | $9.45M | Buy |
4,990
+655
| +15% | +$1.24M | 1.23% | 14 |
|
|
2019
Q1 | $7.72M | Buy |
4,335
+137
| +3% | +$244K | 1.12% | 16 |
|
|
2018
Q4 | $6.31M | Buy |
4,198
+446
| +12% | +$670K | 1.07% | 15 |
|
|
2018
Q3 | $7.52M | Buy |
3,752
+242
| +7% | +$485K | 1.33% | 12 |
|
|
2018
Q2 | $5.97M | Buy |
3,510
+846
| +32% | +$1.44M | 1.12% | 13 |
|
|
2018
Q1 | $3.86M | Sell |
2,664
-84
| -3% | -$122K | 0.76% | 21 |
|
|
2017
Q4 | $3.21M | Buy |
2,748
+1,499
| +120% | +$1.75M | 0.69% | 21 |
|
|
2017
Q3 | $1.2M | Sell |
1,249
-139
| -10% | -$134K | 0.28% | 49 |
|
|
2017
Q2 | $1.34M | Sell |
1,388
-52
| -4% | -$50.4K | 0.33% | 38 |
|
|
2017
Q1 | $1.28M | Buy |
1,440
+488
| +51% | +$433K | 0.32% | 38 |
|
|
2016
Q4 | $714K | Buy |
952
+117
| +14% | +$87.8K | 0.18% | 58 |
|
|
2016
Q3 | $699K | Hold |
835
| – | – | 0.18% | 59 |
|
|
2016
Q2 | $598K | Hold |
835
| – | – | 0.16% | 62 |
|
|
2016
Q1 | $496K | Buy |
835
+142
| +20% | +$84.4K | 0.12% | 70 |
|
|
2015
Q4 | $468K | Sell |
693
-441
| -39% | -$298K | 0.11% | 74 |
|
|
2015
Q3 | $580K | Buy |
1,134
+67
| +6% | +$34.3K | 0.14% | 71 |
|
|
2015
Q2 | $463K | Buy |
1,067
+500
| +88% | +$217K | 0.11% | 78 |
|
|
2015
Q1 | $211K | Buy |
+567
| New | +$211K | 0.05% | 97 |
|