EWM
Executive Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.1M | Buy |
59,828
+718
| +1% | +$158K | 1.03% | 23 |
|
|
2024
Q3 | $11M | Buy |
+59,110
| New | +$11M | 0.86% | 29 |
|
|
2024
Q2 | – | Sell |
-60,483
| Closed | -$10.9M | – | 129 |
|
|
2024
Q1 | $10.9M | Buy |
60,483
+2,488
| +4% | +$450K | 0.96% | 23 |
|
|
2023
Q4 | $8.81M | Buy |
57,995
+3,002
| +5% | +$456K | 0.83% | 41 |
|
|
2023
Q3 | $6.99M | Sell |
54,993
-1,229
| -2% | -$156K | 0.72% | 49 |
|
|
2023
Q2 | $7.33M | Buy |
56,222
+2,537
| +5% | +$331K | 0.76% | 44 |
|
|
2023
Q1 | $5.55M | Buy |
53,685
+2,733
| +5% | +$282K | 0.62% | 56 |
|
|
2022
Q4 | $4.28M | Buy |
50,952
+45,709
| +872% | +$3.84M | 0.53% | 58 |
|
|
2022
Q3 | $5.24K | Sell |
5,243
-36,068
| -87% | -$36.1K | 0.73% | 50 |
|
|
2022
Q2 | $4.39M | Buy |
41,311
+39,128
| +1,792% | +$4.16M | 0.59% | 54 |
|
|
2022
Q1 | $7.12M | Buy |
2,183
+50
| +2% | +$163K | 0.77% | 44 |
|
|
2021
Q4 | $7.11M | Buy |
2,133
+64
| +3% | +$213K | 0.71% | 44 |
|
|
2021
Q3 | $6.8M | Sell |
2,069
-64
| -3% | -$210K | 0.75% | 39 |
|
|
2021
Q2 | $7.34M | Buy |
2,133
+39
| +2% | +$134K | 0.8% | 29 |
|
|
2021
Q1 | $6.48M | Buy |
2,094
+318
| +18% | +$984K | 0.76% | 29 |
|
|
2020
Q4 | $5.79M | Buy |
1,776
+231
| +15% | +$752K | 0.71% | 36 |
|
|
2020
Q3 | $4.87M | Buy |
1,545
+63
| +4% | +$198K | 0.67% | 32 |
|
|
2020
Q2 | $4.09M | Sell |
1,482
-197
| -12% | -$544K | 0.61% | 36 |
|
|
2020
Q1 | $3.27M | Sell |
1,679
-450
| -21% | -$877K | 0.58% | 39 |
|
|
2019
Q4 | $3.93M | Buy |
+2,129
| New | +$3.93M | 0.54% | 49 |
|
|
2019
Q3 | – | Sell |
-2,167
| Closed | -$4.1M | – | 165 |
|
|
2019
Q2 | $4.1M | Buy |
2,167
+49
| +2% | +$92.8K | 0.58% | 35 |
|
|
2019
Q1 | $3.77M | Buy |
2,118
+107
| +5% | +$191K | 0.67% | 28 |
|
|
2018
Q4 | $3.02M | Buy |
+2,011
| New | +$3.02M | 0.53% | 35 |
|