GWM
Geneos Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
132,646
-134,750
| -50% | -$29.6M | 0.71% | 22 |
|
|
2025
Q1 | $50.9M | Buy |
267,396
+161,243
| +152% | +$30.7M | 0.73% | 20 |
|
|
2024
Q4 | $23.3M | Sell |
106,153
-11,111
| -9% | -$2.44M | 0.82% | 19 |
|
|
2024
Q3 | $21.8M | Buy |
117,264
+8,883
| +8% | +$1.66M | 0.83% | 20 |
|
|
2024
Q2 | $20.9M | Buy |
108,381
+3,042
| +3% | +$588K | 0.93% | 18 |
|
|
2024
Q1 | $19M | Sell |
105,339
-1,610
| -2% | -$290K | 0.87% | 19 |
|
|
2023
Q4 | $16.2M | Sell |
106,949
-8,922
| -8% | -$1.36M | 0.8% | 20 |
|
|
2023
Q3 | $14.7M | Sell |
115,871
-1,757
| -1% | -$223K | 0.76% | 18 |
|
|
2023
Q2 | $15.3M | Buy |
117,628
+261
| +0.2% | +$34K | 0.8% | 18 |
|
|
2023
Q1 | $12.1M | Sell |
117,367
-8,201
| -7% | -$847K | 0.74% | 21 |
|
|
2022
Q4 | $10.5M | Buy |
125,568
+12,322
| +11% | +$1.04M | 0.64% | 24 |
|
|
2022
Q3 | $12.8M | Sell |
113,246
-38,468
| -25% | -$4.35M | 0.88% | 16 |
|
|
2022
Q2 | $16.6M | Buy |
151,714
+144,503
| +2,004% | +$15.8M | 0.82% | 18 |
|
|
2022
Q1 | $23.5M | Buy |
7,211
+154
| +2% | +$502K | 1.01% | 17 |
|
|
2021
Q4 | $23.5M | Sell |
7,057
-242
| -3% | -$807K | 0.9% | 18 |
|
|
2021
Q3 | $24M | Buy |
7,299
+309
| +4% | +$1.01M | 0.92% | 17 |
|
|
2021
Q2 | $24.5M | Sell |
6,990
-1,798
| -20% | -$6.31M | 0.96% | 17 |
|
|
2021
Q1 | $30.5M | Buy |
8,788
+845
| +11% | +$2.93M | 0.85% | 20 |
|
|
2020
Q4 | $19.7M | Buy |
7,943
+1,947
| +32% | +$4.84M | 0.79% | 21 |
|
|
2020
Q3 | $18.6M | Buy |
5,996
+311
| +5% | +$963K | 0.96% | 17 |
|
|
2020
Q2 | $15.3M | Buy |
5,685
+446
| +9% | +$1.2M | 0.85% | 20 |
|
|
2020
Q1 | $9.95M | Buy |
5,239
+188
| +4% | +$357K | 0.67% | 24 |
|
|
2019
Q4 | $9.44M | Buy |
5,051
+188
| +4% | +$352K | 0.5% | 39 |
|
|
2019
Q3 | $8.39M | Sell |
4,863
-39
| -0.8% | -$67.3K | 0.5% | 41 |
|
|
2019
Q2 | $9.28M | Sell |
4,902
-68
| -1% | -$129K | 0.58% | 32 |
|
|
2019
Q1 | $8.85M | Buy |
4,970
+3
| +0.1% | +$5.34K | 0.58% | 30 |
|
|
2018
Q4 | $7.36M | Buy |
4,967
+300
| +6% | +$444K | 0.54% | 37 |
|
|
2018
Q3 | $9.35M | Buy |
4,667
+279
| +6% | +$559K | 0.62% | 23 |
|
|
2018
Q2 | $7.46M | Sell |
4,388
-132
| -3% | -$224K | 0.58% | 36 |
|
|
2018
Q1 | $6.54M | Buy |
4,520
+568
| +14% | +$822K | 0.57% | 40 |
|
|
2017
Q4 | $4.62M | Buy |
3,952
+336
| +9% | +$393K | 0.41% | 71 |
|
|
2017
Q3 | $3.48M | Buy |
3,616
+96
| +3% | +$92.4K | 0.35% | 79 |
|
|
2017
Q2 | $3.41M | Buy |
3,520
+469
| +15% | +$454K | 0.35% | 78 |
|
|
2017
Q1 | $2.72M | Buy |
3,051
+78
| +3% | +$69.5K | 0.28% | 94 |
|
|
2016
Q4 | $2.23M | Buy |
2,973
+734
| +33% | +$550K | 0.29% | 90 |
|
|
2016
Q3 | $1.87M | Sell |
2,239
-389
| -15% | -$326K | 0.25% | 99 |
|
|
2016
Q2 | $1.91M | Buy |
2,628
+21
| +0.8% | +$15.2K | 0.28% | 88 |
|
|
2016
Q1 | $1.56M | Buy |
+2,607
| New | +$1.56M | 0.24% | 105 |
|