FWM
Focused Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
36,012
+1,785
| +5% | +$392K | 0.96% | 18 |
|
|
2025
Q1 | $6.51M | Buy |
34,227
+2,021
| +6% | +$385K | 0.88% | 20 |
|
|
2024
Q4 | $7.07M | Buy |
32,206
+177
| +0.6% | +$38.8K | 0.95% | 21 |
|
|
2024
Q3 | $5.97M | Buy |
32,029
+207
| +0.7% | +$38.6K | 0.78% | 22 |
|
|
2024
Q2 | $6.15M | Sell |
31,822
-217
| -0.7% | -$41.9K | 0.88% | 21 |
|
|
2024
Q1 | $5.78M | Sell |
32,039
-261
| -0.8% | -$47.1K | 0.89% | 22 |
|
|
2023
Q4 | $4.91M | Sell |
32,300
-1,897
| -6% | -$288K | 0.81% | 24 |
|
|
2023
Q3 | $4.35M | Buy |
34,197
+90
| +0.3% | +$11.4K | 0.77% | 24 |
|
|
2023
Q2 | $4.45M | Sell |
34,107
-639
| -2% | -$83.3K | 0.8% | 22 |
|
|
2023
Q1 | $3.59M | Buy |
34,746
+2,866
| +9% | +$296K | 0.73% | 22 |
|
|
2022
Q4 | $2.68M | Sell |
31,880
-8,119
| -20% | -$682K | 0.54% | 32 |
|
|
2022
Q3 | $4.52M | Buy |
39,999
+98
| +0.2% | +$11.1K | 0.95% | 19 |
|
|
2022
Q2 | $4.24M | Buy |
39,901
+38,853
| +3,707% | +$4.13M | 0.77% | 24 |
|
|
2022
Q1 | $3.42M | Buy |
1,048
+129
| +14% | +$420K | 0.54% | 30 |
|
|
2021
Q4 | $3.06M | Sell |
919
-1
| -0.1% | -$3.33K | 0.47% | 28 |
|
|
2021
Q3 | $3.02M | Buy |
920
+4
| +0.4% | +$13.1K | 0.49% | 29 |
|
|
2021
Q2 | $3.15M | Buy |
916
+2
| +0.2% | +$6.88K | 0.52% | 28 |
|
|
2021
Q1 | $2.83M | Sell |
914
-23
| -2% | -$71.2K | 0.5% | 28 |
|
|
2020
Q4 | $3.05M | Sell |
937
-2
| -0.2% | -$6.51K | 0.59% | 25 |
|
|
2020
Q3 | $2.96M | Sell |
939
-11
| -1% | -$34.6K | 0.64% | 23 |
|
|
2020
Q2 | $2.62M | Buy |
950
+4
| +0.4% | +$11K | 0.61% | 25 |
|
|
2020
Q1 | $1.84M | Sell |
946
-43
| -4% | -$83.8K | 0.53% | 28 |
|
|
2019
Q4 | $1.83M | Buy |
989
+87
| +10% | +$161K | 0.43% | 35 |
|
|
2019
Q3 | $1.57M | Sell |
902
-175
| -16% | -$304K | 0.43% | 38 |
|
|
2019
Q2 | $2.04M | Buy |
+1,077
| New | +$2.04M | 0.54% | 33 |
|
|
2018
Q2 | – | Sell |
-467
| Closed | -$676K | – | 630 |
|
|
2018
Q1 | $676K | Sell |
467
-76
| -14% | -$110K | 0.22% | 70 |
|
|
2017
Q4 | $635K | Buy |
543
+18
| +3% | +$21.1K | 0.2% | 70 |
|
|
2017
Q3 | $505K | Buy |
525
+14
| +3% | +$13.5K | 0.17% | 81 |
|
|
2017
Q2 | $495K | Buy |
511
+201
| +65% | +$195K | 0.18% | 76 |
|
|
2017
Q1 | $275K | Buy |
310
+95
| +44% | +$84.3K | 0.11% | 111 |
|
|
2016
Q4 | $161K | Sell |
215
-40
| -16% | -$30K | 0.07% | 174 |
|
|
2016
Q3 | $214K | Hold |
255
| – | – | 0.09% | 131 |
|
|
2016
Q2 | $182K | Sell |
255
-137
| -35% | -$97.8K | 0.08% | 144 |
|
|
2016
Q1 | $233K | Buy |
392
+174
| +80% | +$103K | 0.13% | 100 |
|
|
2015
Q4 | $147K | Buy |
218
+38
| +21% | +$25.6K | 0.08% | 120 |
|
|
2015
Q3 | $92K | Sell |
180
-55
| -23% | -$28.1K | 0.06% | 142 |
|
|
2015
Q2 | $102K | Hold |
235
| – | – | 0.06% | 135 |
|
|
2015
Q1 | $87K | Hold |
235
| – | – | 0.05% | 146 |
|
|
2014
Q4 | $73K | Buy |
235
+100
| +74% | +$31.1K | 0.05% | 159 |
|
|
2014
Q3 | $44K | Buy |
135
+5
| +4% | +$1.63K | 0.03% | 201 |
|
|
2014
Q2 | $42K | Sell |
130
-20
| -13% | -$6.46K | 0.03% | 199 |
|
|
2014
Q1 | $50K | Sell |
150
-148
| -50% | -$49.3K | 0.04% | 164 |
|
|
2013
Q4 | $119K | Buy |
298
+178
| +148% | +$71.1K | 0.1% | 116 |
|
|
2013
Q3 | $38K | Buy |
+120
| New | +$38K | 0.04% | 183 |
|