EWM
Evercore Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255M | Sell |
1,163,536
-27,517
| -2% | -$6.04M | 3.97% | 4 |
|
|
2025
Q1 | $227M | Sell |
1,191,053
-29,537
| -2% | -$5.62M | 3.64% | 5 |
|
|
2024
Q4 | $268M | Sell |
1,220,590
-1,199
| -0.1% | -$263K | 4.01% | 4 |
|
|
2024
Q3 | $228M | Buy |
1,221,789
+15,608
| +1% | +$2.91M | 3.41% | 4 |
|
|
2024
Q2 | $233M | Sell |
1,206,181
-14,634
| -1% | -$2.83M | 3.67% | 4 |
|
|
2024
Q1 | $220M | Sell |
1,220,815
-21,519
| -2% | -$3.88M | 3.45% | 3 |
|
|
2023
Q4 | $189M | Buy |
1,242,334
+9,210
| +0.7% | +$1.4M | 3.16% | 5 |
|
|
2023
Q3 | $157M | Buy |
1,233,124
+6,034
| +0.5% | +$767K | 2.93% | 6 |
|
|
2023
Q2 | $160M | Buy |
1,227,090
+3,899
| +0.3% | +$508K | 2.93% | 6 |
|
|
2023
Q1 | $126M | Buy |
1,223,191
+20,406
| +2% | +$2.11M | 2.52% | 9 |
|
|
2022
Q4 | $101M | Sell |
1,202,785
-8,752
| -0.7% | -$735K | 2.12% | 11 |
|
|
2022
Q3 | $137M | Buy |
1,211,537
+12,978
| +1% | +$1.47M | 3.09% | 5 |
|
|
2022
Q2 | $127M | Buy |
1,198,559
+1,138,188
| +1,885% | +$121M | 2.68% | 9 |
|
|
2022
Q1 | $197M | Buy |
60,371
+257
| +0.4% | +$838K | 3.48% | 4 |
|
|
2021
Q4 | $200M | Sell |
60,114
-121
| -0.2% | -$403K | 3.26% | 5 |
|
|
2021
Q3 | $198M | Buy |
60,235
+196
| +0.3% | +$644K | 3.58% | 3 |
|
|
2021
Q2 | $207M | Buy |
60,039
+127
| +0.2% | +$437K | 3.78% | 3 |
|
|
2021
Q1 | $185M | Buy |
59,912
+1,405
| +2% | +$4.35M | 3.67% | 3 |
|
|
2020
Q4 | $191M | Buy |
58,507
+1,145
| +2% | +$3.73M | 4.11% | 3 |
|
|
2020
Q3 | $181M | Sell |
57,362
-581
| -1% | -$1.83M | 4.42% | 3 |
|
|
2020
Q2 | $160M | Sell |
57,943
-2,650
| -4% | -$7.31M | 4.27% | 3 |
|
|
2020
Q1 | $118M | Sell |
60,593
-148
| -0.2% | -$289K | 3.9% | 3 |
|
|
2019
Q4 | $112M | Buy |
60,741
+1,127
| +2% | +$2.08M | 3.02% | 5 |
|
|
2019
Q3 | $103M | Buy |
59,614
+1,329
| +2% | +$2.31M | 3.04% | 4 |
|
|
2019
Q2 | $110M | Sell |
58,285
-1,970
| -3% | -$3.73M | 3.35% | 4 |
|
|
2019
Q1 | $107M | Buy |
60,255
+4,181
| +7% | +$7.45M | 3.46% | 4 |
|
|
2018
Q4 | $84.2M | Sell |
56,074
-415
| -0.7% | -$623K | 3.18% | 5 |
|
|
2018
Q3 | $113M | Sell |
56,489
-153
| -0.3% | -$306K | 3.62% | 2 |
|
|
2018
Q2 | $96.3M | Buy |
56,642
+1,685
| +3% | +$2.86M | 3.29% | 4 |
|
|
2018
Q1 | $79.5M | Sell |
54,957
-4,420
| -7% | -$6.4M | 3.04% | 4 |
|
|
2017
Q4 | $69.4M | Sell |
59,377
-1,336
| -2% | -$1.56M | 2.58% | 6 |
|
|
2017
Q3 | $58.4M | Sell |
60,713
-139
| -0.2% | -$134K | 2.27% | 8 |
|
|
2017
Q2 | $58.9M | Buy |
60,852
+337
| +0.6% | +$326K | 2.27% | 8 |
|
|
2017
Q1 | $53.6M | Buy |
60,515
+2,659
| +5% | +$2.36M | 2.1% | 12 |
|
|
2016
Q4 | $43.4M | Buy |
57,856
+11,756
| +26% | +$8.82M | 1.8% | 15 |
|
|
2016
Q3 | $38.6M | Buy |
46,100
+11,501
| +33% | +$9.63M | 1.6% | 19 |
|
|
2016
Q2 | $24.8M | Buy |
34,599
+31,879
| +1,172% | +$22.8M | 1.09% | 34 |
|
|
2016
Q1 | $1.61M | Sell |
2,720
-5
| -0.2% | -$2.97K | 0.07% | 140 |
|
|
2015
Q4 | $1.84M | Buy |
2,725
+328
| +14% | +$222K | 0.09% | 136 |
|
|
2015
Q3 | $1.22M | Sell |
2,397
-200
| -8% | -$102K | 0.06% | 169 |
|
|
2015
Q2 | $1.13M | Buy |
2,597
+671
| +35% | +$291K | 0.05% | 187 |
|
|
2015
Q1 | $715K | Sell |
1,926
-50
| -3% | -$18.6K | 0.03% | 227 |
|
|
2014
Q4 | $613K | Sell |
1,976
-380
| -16% | -$118K | 0.03% | 220 |
|
|
2014
Q3 | $756K | Buy |
2,356
+140
| +6% | +$44.9K | 0.04% | 209 |
|
|
2014
Q2 | $715K | Sell |
2,216
-121
| -5% | -$39K | 0.04% | 227 |
|
|
2014
Q1 | $788K | Sell |
2,337
-6,610
| -74% | -$2.23M | 0.04% | 203 |
|
|
2013
Q4 | $3.57M | Sell |
8,947
-12,372
| -58% | -$4.94M | 0.2% | 110 |
|
|
2013
Q3 | $6.67M | Sell |
21,319
-8,284
| -28% | -$2.59M | 0.38% | 76 |
|
|
2013
Q2 | $8.22M | Buy |
+29,603
| New | +$8.22M | 0.47% | 64 |
|