HWM
HighMark Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
3,571
+71
| +2% | +$15.6K | 0.38% | 36 |
|
|
2025
Q1 | $666K | Buy |
3,500
+57
| +2% | +$10.8K | 0.39% | 28 |
|
|
2024
Q4 | $755K | Buy |
3,443
+16
| +0.5% | +$3.51K | 0.43% | 27 |
|
|
2024
Q3 | $639K | Buy |
3,427
+293
| +9% | +$54.6K | 0.35% | 35 |
|
|
2024
Q2 | $606K | Sell |
3,134
-63
| -2% | -$12.2K | 0.36% | 36 |
|
|
2024
Q1 | $588K | Sell |
3,197
-14,462
| -82% | -$2.66M | 0.36% | 36 |
|
|
2023
Q4 | $2.68M | Buy |
17,659
+79
| +0.4% | +$12K | 1.98% | 7 |
|
|
2023
Q3 | $2.23M | Sell |
17,580
-3,043
| -15% | -$387K | 1.85% | 7 |
|
|
2023
Q2 | $2.69M | Sell |
20,623
-2,549
| -11% | -$332K | 2.02% | 7 |
|
|
2023
Q1 | $2.5M | Buy |
23,172
+603
| +3% | +$65K | 1.95% | 7 |
|
|
2022
Q4 | $1.9M | Buy |
22,569
+19,623
| +666% | +$1.65M | 1.43% | 11 |
|
|
2022
Q3 | $333K | Buy |
2,946
+36
| +1% | +$4.07K | 0.28% | 28 |
|
|
2022
Q2 | $307K | Buy |
2,910
+2,766
| +1,921% | +$292K | 0.25% | 33 |
|
|
2022
Q1 | $469K | Hold |
144
| – | – | 0.31% | 29 |
|
|
2021
Q4 | $480K | Buy |
144
+2
| +1% | +$6.67K | 0.3% | 31 |
|
|
2021
Q3 | $466K | Hold |
142
| – | – | 0.34% | 30 |
|
|
2021
Q2 | $489K | Buy |
142
+4
| +3% | +$13.8K | 0.36% | 29 |
|
|
2021
Q1 | $427K | Sell |
138
-5
| -3% | -$15.5K | 0.34% | 29 |
|
|
2020
Q4 | $466K | Sell |
143
-10
| -7% | -$32.6K | 0.4% | 22 |
|
|
2020
Q3 | $482K | Hold |
153
| – | – | 0.43% | 23 |
|
|
2020
Q2 | $422K | Hold |
153
| – | – | 0.46% | 21 |
|
|
2020
Q1 | $298K | Buy |
153
+33
| +28% | +$64.3K | 0.36% | 21 |
|
|
2019
Q4 | $221K | Buy |
+120
| New | +$221K | 0.24% | 34 |
|