FWM
Fairhaven Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.25M | Sell |
28,498
-153
| -0.5% | -$33.6K | 1.96% | 13 |
|
|
2024
Q3 | $5.34M | Buy |
28,651
+943
| +3% | +$176K | 1.63% | 14 |
|
|
2024
Q2 | $5.35M | Sell |
27,708
-33
| -0.1% | -$6.38K | 1.77% | 14 |
|
|
2024
Q1 | $5M | Sell |
27,741
-704
| -2% | -$127K | 1.72% | 13 |
|
|
2023
Q4 | $4.32M | Sell |
28,445
-1,795
| -6% | -$273K | 1.58% | 17 |
|
|
2023
Q3 | $3.84M | Buy |
30,240
+194
| +0.6% | +$24.7K | 1.53% | 17 |
|
|
2023
Q2 | $3.92M | Buy |
+30,046
| New | +$3.92M | 1.5% | 17 |
|
|
2022
Q4 | $2.33M | Sell |
27,686
-92
| -0.3% | -$7.73K | 0.99% | 25 |
|
|
2022
Q3 | $3.14M | Buy |
27,778
+561
| +2% | +$63.4K | 1.4% | 15 |
|
|
2022
Q2 | $2.89M | Buy |
27,217
+25,930
| +2,015% | +$2.75M | 1.36% | 19 |
|
|
2022
Q1 | $4.2M | Buy |
1,287
+44
| +4% | +$143K | 1.7% | 11 |
|
|
2021
Q4 | $4.15M | Buy |
1,243
+13
| +1% | +$43.4K | 1.62% | 12 |
|
|
2021
Q3 | $4.04M | Buy |
1,230
+89
| +8% | +$292K | 1.66% | 12 |
|
|
2021
Q2 | $3.93M | Buy |
1,141
+51
| +5% | +$175K | 1.56% | 13 |
|
|
2021
Q1 | $3.37M | Buy |
1,090
+171
| +19% | +$529K | 1.41% | 15 |
|
|
2020
Q4 | $2.99M | Buy |
919
+74
| +9% | +$241K | 1.32% | 15 |
|
|
2020
Q3 | $2.66M | Buy |
845
+57
| +7% | +$179K | 1.58% | 13 |
|
|
2020
Q2 | $2.17M | Buy |
788
+150
| +24% | +$414K | 1.43% | 15 |
|
|
2020
Q1 | $1.24M | Buy |
638
+194
| +44% | +$378K | 1.13% | 18 |
|
|
2019
Q4 | $820K | Buy |
444
+19
| +4% | +$35.1K | 0.68% | 23 |
|
|
2019
Q3 | $738K | Buy |
425
+31
| +8% | +$53.8K | 0.69% | 24 |
|
|
2019
Q2 | $746K | Buy |
394
+227
| +136% | +$430K | 0.69% | 25 |
|
|
2019
Q1 | $297K | Hold |
167
| – | – | 0.28% | 50 |
|
|
2018
Q4 | $251K | Buy |
+167
| New | +$251K | 0.25% | 55 |
|