HPWM
High Pines Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $797K | Buy |
5,248
+767
| +17% | +$117K | 1.22% | 14 |
|
|
2023
Q3 | $570K | Buy |
4,481
+911
| +26% | +$116K | 0.94% | 14 |
|
|
2023
Q2 | $465K | Sell |
3,570
-2
| -0.1% | -$261 | 0.71% | 16 |
|
|
2023
Q1 | $369K | Buy |
3,572
+385
| +12% | +$39.8K | 0.61% | 18 |
|
|
2022
Q4 | $268K | Buy |
3,187
+150
| +5% | +$12.6K | 0.47% | 28 |
|
|
2022
Q3 | $343K | Buy |
3,037
+215
| +8% | +$24.3K | 0.66% | 16 |
|
|
2022
Q2 | $300K | Buy |
2,822
+1,253
| +80% | +$133K | 0.55% | 19 |
|
|
2022
Q1 | $5.12M | Buy |
1,569
+126
| +9% | +$411K | 3.76% | 8 |
|
|
2021
Q4 | $4.81M | Sell |
1,443
-192
| -12% | -$640K | 3.35% | 12 |
|
|
2021
Q3 | $5.37M | Buy |
1,635
+361
| +28% | +$1.19M | 3.69% | 7 |
|
|
2021
Q2 | $4.38M | Buy |
1,274
+142
| +13% | +$489K | 3.31% | 12 |
|
|
2021
Q1 | $3.5M | Buy |
1,132
+53
| +5% | +$164K | 3.09% | 15 |
|
|
2020
Q4 | $3.51M | Buy |
+1,079
| New | +$3.51M | 3.25% | 15 |
|