EWM
Evergreen Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
38,326
+7,602
| +25% | +$1.67M | 4.72% | 5 |
|
|
2025
Q1 | $5.85M | Sell |
30,724
-5,144
| -14% | -$979K | 3.49% | 8 |
|
|
2024
Q4 | $7.87M | Buy |
35,868
+729
| +2% | +$160K | 4.65% | 4 |
|
|
2024
Q3 | $6.55M | Buy |
35,139
+1,033
| +3% | +$192K | 3.94% | 6 |
|
|
2024
Q2 | $6.59M | Hold |
34,106
| – | – | 4.37% | 5 |
|
|
2024
Q1 | $6.15M | Hold |
34,106
| – | – | 4.16% | 5 |
|
|
2023
Q4 | $5.18M | Buy |
34,106
+529
| +2% | +$80.4K | 3.81% | 6 |
|
|
2023
Q3 | $4.27M | Buy |
33,577
+400
| +1% | +$50.8K | 3.37% | 7 |
|
|
2023
Q2 | $4.32M | Buy |
33,177
+2,193
| +7% | +$286K | 3.39% | 7 |
|
|
2023
Q1 | $3.2M | Buy |
30,984
+582
| +2% | +$60.1K | 2.84% | 9 |
|
|
2022
Q4 | $2.55M | Buy |
+30,402
| New | +$2.55M | 2.35% | 13 |
|