EWM
Evermay Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Hold |
61,108
| – | – | 1.65% | 11 |
|
|
2025
Q1 | $11.6M | Buy |
61,108
+17,309
| +40% | +$3.29M | 1.53% | 10 |
|
|
2024
Q4 | $9.61M | Sell |
43,799
-894
| -2% | -$196K | 1.46% | 15 |
|
|
2024
Q3 | $8.33M | Sell |
44,693
-585
| -1% | -$109K | 1.34% | 13 |
|
|
2024
Q2 | $8.75M | Sell |
45,278
-171
| -0.4% | -$33K | 1.4% | 12 |
|
|
2024
Q1 | $8.2M | Sell |
45,449
-2,689
| -6% | -$485K | 1.24% | 14 |
|
|
2023
Q4 | $7.31M | Sell |
48,138
-3,136
| -6% | -$476K | 1.35% | 14 |
|
|
2023
Q3 | $6.52M | Sell |
51,274
-172
| -0.3% | -$21.9K | 1.33% | 13 |
|
|
2023
Q2 | $6.71M | Sell |
51,446
-388
| -0.7% | -$50.6K | 1.29% | 13 |
|
|
2023
Q1 | $5.35M | Sell |
51,834
-945
| -2% | -$97.6K | 1.08% | 15 |
|
|
2022
Q4 | $4.43M | Sell |
52,779
-1,060
| -2% | -$89K | 0.9% | 16 |
|
|
2022
Q3 | $6.08M | Sell |
53,839
-781
| -1% | -$88.3K | 1.21% | 14 |
|
|
2022
Q2 | $5.8M | Buy |
54,620
+51,933
| +1,933% | +$5.52M | 1.13% | 15 |
|
|
2022
Q1 | $8.76M | Sell |
2,687
-125
| -4% | -$407K | 1.47% | 13 |
|
|
2021
Q4 | $9.38M | Buy |
2,812
+36
| +1% | +$120K | 1.68% | 11 |
|
|
2021
Q3 | $9.12M | Sell |
2,776
-75
| -3% | -$246K | 1.77% | 11 |
|
|
2021
Q2 | $9.81M | Sell |
2,851
-55
| -2% | -$189K | 1.82% | 11 |
|
|
2021
Q1 | $8.99M | Sell |
2,906
-10
| -0.3% | -$30.9K | 1.8% | 12 |
|
|
2020
Q4 | $9.5M | Sell |
2,916
-149
| -5% | -$485K | 2.09% | 10 |
|
|
2020
Q3 | $9.65M | Sell |
3,065
-102
| -3% | -$321K | 2.37% | 9 |
|
|
2020
Q2 | $8.74M | Sell |
3,167
-35
| -1% | -$96.6K | 2.3% | 9 |
|
|
2020
Q1 | $6.24M | Buy |
3,202
+162
| +5% | +$316K | 1.89% | 10 |
|
|
2019
Q4 | $5.62M | Buy |
3,040
+169
| +6% | +$312K | 1.38% | 11 |
|
|
2019
Q3 | $4.98M | Sell |
2,871
-16
| -0.6% | -$27.8K | 1.36% | 11 |
|
|
2019
Q2 | $5.47M | Sell |
2,887
-204
| -7% | -$386K | 1.52% | 10 |
|
|
2019
Q1 | $5.5M | Sell |
3,091
-58
| -2% | -$103K | 1.56% | 10 |
|
|
2018
Q4 | $4.73M | Sell |
3,149
-31
| -1% | -$46.6K | 1.53% | 10 |
|
|
2018
Q3 | $6.37M | Sell |
3,180
-269
| -8% | -$539K | 1.99% | 9 |
|
|
2018
Q2 | $5.86M | Sell |
3,449
-47
| -1% | -$79.9K | 1.95% | 9 |
|
|
2018
Q1 | $5.06M | Buy |
3,496
+559
| +19% | +$809K | 1.74% | 9 |
|
|
2017
Q4 | $3.44M | Buy |
2,937
+520
| +22% | +$608K | 1.26% | 10 |
|
|
2017
Q3 | $2.32M | Hold |
2,417
| – | – | 1.01% | 11 |
|
|
2017
Q2 | $2.34M | Sell |
2,417
-15
| -0.6% | -$14.5K | 1.04% | 13 |
|
|
2017
Q1 | $2.16M | Buy |
2,432
+195
| +9% | +$173K | 0.97% | 13 |
|
|
2016
Q4 | $1.68M | Sell |
2,237
-15
| -0.7% | -$11.2K | 0.82% | 16 |
|
|
2016
Q3 | $1.89M | Sell |
2,252
-50
| -2% | -$41.9K | 0.95% | 17 |
|
|
2016
Q2 | $1.65M | Buy |
2,302
+150
| +7% | +$107K | 0.86% | 18 |
|
|
2016
Q1 | $1.28M | Buy |
2,152
+1,252
| +139% | +$744K | 0.72% | 19 |
|
|
2015
Q4 | $608K | Buy |
900
+15
| +2% | +$10.1K | 0.36% | 28 |
|
|
2015
Q3 | $453K | Hold |
885
| – | – | 0.27% | 35 |
|
|
2015
Q2 | $384K | Hold |
885
| – | – | 0.23% | 46 |
|
|
2015
Q1 | $329K | Sell |
885
-25
| -3% | -$9.29K | 0.19% | 54 |
|
|
2014
Q4 | $282K | Sell |
910
-185
| -17% | -$57.3K | 0.18% | 67 |
|
|
2014
Q3 | $353K | Sell |
1,095
-37
| -3% | -$11.9K | 0.3% | 55 |
|
|
2014
Q2 | $368K | Sell |
1,132
-38
| -3% | -$12.4K | 0.32% | 52 |
|
|
2014
Q1 | $393K | Sell |
1,170
-114
| -9% | -$38.3K | 0.42% | 33 |
|
|
2013
Q4 | $512K | Buy |
+1,284
| New | +$512K | 0.71% | 20 |
|