EWM
Endowment Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
3,050
+1,365
| +81% | +$299K | 0.35% | 59 |
|
|
2025
Q1 | $321K | Buy |
1,685
+56
| +3% | +$10.7K | 0.21% | 99 |
|
|
2024
Q4 | $357K | Buy |
1,629
+1
| +0.1% | +$219 | 0.24% | 83 |
|
|
2024
Q3 | $303K | Sell |
1,628
-67
| -4% | -$12.5K | 0.2% | 98 |
|
|
2024
Q2 | $327K | Sell |
1,695
-10
| -0.6% | -$1.93K | 0.24% | 88 |
|
|
2024
Q1 | $307K | Buy |
1,705
+10
| +0.6% | +$1.8K | 0.23% | 93 |
|
|
2023
Q4 | $257K | Sell |
1,695
-113
| -6% | -$17.2K | 0.21% | 105 |
|
|
2023
Q3 | $230K | Buy |
1,808
+126
| +7% | +$16K | 0.21% | 111 |
|
|
2023
Q2 | $219K | Buy |
+1,682
| New | +$219K | 0.2% | 118 |
|
|
2022
Q2 | – | Sell |
-78
| Closed | -$254K | – | 116 |
|
|
2022
Q1 | $254K | Hold |
78
| – | – | 0.27% | 91 |
|
|
2021
Q4 | $260K | Buy |
+78
| New | +$260K | 0.26% | 82 |
|