EWA
EP Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260M | Buy |
1,183,402
+97,828
| +9% | +$21.5M | 1.71% | 13 |
|
|
2025
Q1 | $207M | Buy |
1,085,574
+20,989
| +2% | +$3.99M | 1.65% | 13 |
|
|
2024
Q4 | $234M | Sell |
1,064,585
-44,315
| -4% | -$9.72M | 1.91% | 9 |
|
|
2024
Q3 | $207M | Buy |
1,108,900
+72,529
| +7% | +$13.5M | 1.78% | 9 |
|
|
2024
Q2 | $200M | Buy |
1,036,371
+3,148
| +0.3% | +$608K | 2.13% | 7 |
|
|
2024
Q1 | $186M | Buy |
1,033,223
+43,778
| +4% | +$7.9M | 2.18% | 7 |
|
|
2023
Q4 | $150M | Buy |
989,445
+12,996
| +1% | +$1.97M | 1.92% | 8 |
|
|
2023
Q3 | $124M | Buy |
976,449
+170,502
| +21% | +$21.7M | 1.93% | 8 |
|
|
2023
Q2 | $128M | Hold |
805,947
| – | – | 1.84% | 8 |
|
|
2023
Q1 | $83.2M | Buy |
805,947
+105,210
| +15% | +$10.9M | 1.43% | 10 |
|
|
2022
Q4 | $58.9M | Buy |
700,737
+33,723
| +5% | +$2.83M | 1.06% | 19 |
|
|
2022
Q3 | $75.4M | Buy |
667,014
+85,152
| +15% | +$9.62M | 1.71% | 6 |
|
|
2022
Q2 | $61.8M | Buy |
581,862
+555,210
| +2,083% | +$59M | 1.39% | 10 |
|
|
2022
Q1 | $86.9M | Buy |
26,652
+1,421
| +6% | +$4.63M | 1.91% | 5 |
|
|
2021
Q4 | $84.1M | Buy |
25,231
+4,279
| +20% | +$14.3M | 1.99% | 5 |
|
|
2021
Q3 | $68.8M | Buy |
20,952
+1,466
| +8% | +$4.82M | 1.89% | 7 |
|
|
2021
Q2 | $67M | Buy |
19,486
+1,067
| +6% | +$3.67M | 1.86% | 6 |
|
|
2021
Q1 | $57M | Buy |
18,419
+1,895
| +11% | +$5.86M | 1.81% | 7 |
|
|
2020
Q4 | $53.8M | Buy |
16,524
+843
| +5% | +$2.75M | 1.89% | 7 |
|
|
2020
Q3 | $49.4M | Sell |
15,681
-59
| -0.4% | -$186K | 2.12% | 6 |
|
|
2020
Q2 | $43.4M | Sell |
15,740
-40
| -0.3% | -$110K | 1.85% | 8 |
|
|
2020
Q1 | $30.8M | Buy |
15,780
+1,481
| +10% | +$2.89M | 1.51% | 9 |
|
|
2019
Q4 | $26.4M | Buy |
14,299
+1,435
| +11% | +$2.65M | 1.09% | 14 |
|
|
2019
Q3 | $22.3M | Buy |
+12,864
| New | +$22.3M | 1.11% | 17 |
|
|
2019
Q2 | – | Sell |
-12,377
| Closed | -$22M | – | 316 |
|
|
2019
Q1 | $22M | Buy |
12,377
+480
| +4% | +$855K | 2.12% | 10 |
|
|
2018
Q4 | $17.9M | Buy |
11,897
+2,379
| +25% | +$3.57M | 1.38% | 16 |
|
|
2018
Q3 | $19.1M | Buy |
9,518
+411
| +5% | +$823K | 1.49% | 14 |
|
|
2018
Q2 | $15.5M | Sell |
9,107
-285
| -3% | -$484K | 1.46% | 20 |
|
|
2018
Q1 | $13.6M | Sell |
9,392
-82
| -0.9% | -$119K | 1.31% | 23 |
|
|
2017
Q4 | $11.1M | Buy |
9,474
+268
| +3% | +$313K | 1.17% | 25 |
|
|
2017
Q3 | $8.85M | Buy |
9,206
+390
| +4% | +$375K | 1.02% | 33 |
|
|
2017
Q2 | $8.53M | Buy |
8,816
+750
| +9% | +$726K | 1.05% | 28 |
|
|
2017
Q1 | $7.15M | Buy |
8,066
+6,758
| +517% | +$5.99M | 0.99% | 34 |
|
|
2016
Q4 | $868K | Sell |
1,308
-107
| -8% | -$71K | 0.13% | 60 |
|
|
2016
Q3 | $1.19M | Buy |
1,415
+338
| +31% | +$283K | 0.19% | 50 |
|
|
2016
Q2 | $771K | Sell |
1,077
-734
| -41% | -$525K | 0.12% | 61 |
|
|
2016
Q1 | $1.08M | Sell |
1,811
-461
| -20% | -$274K | 0.16% | 55 |
|
|
2015
Q4 | $1.54M | Buy |
2,272
+771
| +51% | +$521K | 0.26% | 59 |
|
|
2015
Q3 | $768K | Buy |
1,501
+188
| +14% | +$96.2K | 0.15% | 64 |
|
|
2015
Q2 | $570K | Sell |
1,313
-97
| -7% | -$42.1K | 0.11% | 67 |
|
|
2015
Q1 | $525K | Hold |
1,410
| – | – | 0.1% | 70 |
|
|
2014
Q4 | $438K | Sell |
1,410
-35
| -2% | -$10.9K | 0.07% | 90 |
|
|
2014
Q3 | $466K | Buy |
1,445
+63
| +5% | +$20.3K | 0.08% | 72 |
|
|
2014
Q2 | $449K | Sell |
1,382
-84
| -6% | -$27.3K | 0.1% | 67 |
|
|
2014
Q1 | $493K | Buy |
1,466
+63
| +4% | +$21.2K | 0.13% | 59 |
|
|
2013
Q4 | $560K | Buy |
1,403
+115
| +9% | +$45.9K | 0.15% | 66 |
|
|
2013
Q3 | $403K | Buy |
1,288
+22
| +2% | +$6.88K | 0.13% | 66 |
|
|
2013
Q2 | $352K | Buy |
+1,266
| New | +$352K | 0.13% | 58 |
|