GWM
Gitterman Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
2,393
-193
| -7% | -$42.3K | 0.12% | 41 |
|
|
2025
Q1 | $492K | Sell |
2,586
-14
| -0.5% | -$2.66K | 0.13% | 44 |
|
|
2024
Q4 | $570K | Sell |
2,600
-62
| -2% | -$13.6K | 0.24% | 31 |
|
|
2024
Q3 | $496K | Hold |
2,662
| – | – | 0.21% | 29 |
|
|
2024
Q2 | $514K | Hold |
2,662
| – | – | 0.2% | 24 |
|
|
2024
Q1 | $480K | Hold |
2,662
| – | – | 0.19% | 30 |
|
|
2023
Q4 | $404K | Hold |
2,662
| – | – | 0.18% | 33 |
|
|
2023
Q3 | $338K | Sell |
2,662
-25
| -0.9% | -$3.18K | 0.16% | 31 |
|
|
2023
Q2 | $350K | Sell |
2,687
-400
| -13% | -$52.1K | 0.16% | 33 |
|
|
2023
Q1 | $319K | Hold |
3,087
| – | – | 0.15% | 31 |
|
|
2022
Q4 | $259K | Hold |
3,087
| – | – | 0.13% | 44 |
|
|
2022
Q3 | $350K | Buy |
3,087
+287
| +10% | +$32.5K | 0.36% | 33 |
|
|
2022
Q2 | $296K | Buy |
2,800
+2,660
| +1,900% | +$281K | 0.28% | 44 |
|
|
2022
Q1 | $456K | Sell |
140
-40
| -22% | -$130K | 0.37% | 32 |
|
|
2021
Q4 | $667K | Buy |
180
+20
| +13% | +$74.1K | 0.49% | 28 |
|
|
2021
Q3 | $526K | Hold |
160
| – | – | 0.42% | 28 |
|
|
2021
Q2 | $550K | Sell |
160
-50
| -24% | -$172K | 0.45% | 25 |
|
|
2021
Q1 | $650K | Buy |
+210
| New | +$650K | 0.42% | 23 |
|