EWM
EPG Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
19,011
-2,450
| -11% | -$538K | 1.25% | 16 |
|
|
2025
Q1 | $4.08M | Buy |
21,461
+1,026
| +5% | +$195K | 1.14% | 17 |
|
|
2024
Q4 | $4.48M | Sell |
20,435
-1,427
| -7% | -$313K | 1.18% | 15 |
|
|
2024
Q3 | $4.07M | Buy |
+21,862
| New | +$4.07M | 1.03% | 19 |
|
|
2024
Q2 | – | Sell |
-23,822
| Closed | -$4.3M | – | 17 |
|
|
2024
Q1 | $4.3M | Buy |
23,822
+2,300
| +11% | +$415K | 1.05% | 17 |
|
|
2023
Q4 | $3.63M | Buy |
21,522
+1,416
| +7% | +$239K | 0.95% | 18 |
|
|
2023
Q3 | $2.56M | Buy |
20,106
+1,094
| +6% | +$139K | 0.77% | 25 |
|
|
2023
Q2 | $2.48M | Buy |
19,012
+690
| +4% | +$90K | 0.73% | 26 |
|
|
2023
Q1 | $1.89M | Buy |
18,322
+2,019
| +12% | +$209K | 0.6% | 36 |
|
|
2022
Q4 | $1.37M | Buy |
16,303
+414
| +3% | +$34.8K | 0.52% | 40 |
|
|
2022
Q3 | $1.8M | Buy |
15,889
+333
| +2% | +$37.6K | 0.74% | 24 |
|
|
2022
Q2 | $1.65M | Buy |
15,556
+14,791
| +1,933% | +$1.57M | 0.71% | 29 |
|
|
2022
Q1 | $2.49M | Buy |
765
+159
| +26% | +$518K | 0.86% | 25 |
|
|
2021
Q4 | $2.02M | Buy |
606
+60
| +11% | +$200K | 0.71% | 31 |
|
|
2021
Q3 | $1.79M | Buy |
546
+48
| +10% | +$158K | 0.72% | 28 |
|
|
2021
Q2 | $1.71M | Buy |
498
+53
| +12% | +$182K | 0.73% | 31 |
|
|
2021
Q1 | $1.38M | Buy |
445
+20
| +5% | +$61.9K | 0.67% | 30 |
|
|
2020
Q4 | $1.38M | Buy |
425
+75
| +21% | +$244K | 0.83% | 29 |
|
|
2020
Q3 | $1.1M | Sell |
350
-208
| -37% | -$655K | 0.81% | 30 |
|
|
2020
Q2 | $1.54M | Buy |
558
+120
| +27% | +$331K | 1.09% | 20 |
|
|
2020
Q1 | $853K | Buy |
438
+123
| +39% | +$240K | 0.63% | 39 |
|
|
2019
Q4 | $582K | Buy |
+315
| New | +$582K | 0.43% | 45 |
|