IFWM
Institute for Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
89,836
-6,870
| -7% | -$1.51M | 2.2% | 4 |
|
|
2025
Q1 | $18.4M | Buy |
96,706
+5,365
| +6% | +$1.02M | 2.36% | 4 |
|
|
2024
Q4 | $20M | Sell |
91,341
-403
| -0.4% | -$88.4K | 2.51% | 4 |
|
|
2024
Q3 | $17.1M | Buy |
91,744
+842
| +0.9% | +$157K | 2.16% | 4 |
|
|
2024
Q2 | $17.6M | Buy |
90,902
+1,669
| +2% | +$323K | 2.35% | 4 |
|
|
2024
Q1 | $16.1M | Buy |
89,233
+345
| +0.4% | +$62.2K | 2.07% | 6 |
|
|
2023
Q4 | $13.5M | Buy |
88,888
+113
| +0.1% | +$17.2K | 2.19% | 5 |
|
|
2023
Q3 | $11.3M | Sell |
88,775
-853
| -1% | -$108K | 2.04% | 5 |
|
|
2023
Q2 | $11.7M | Sell |
89,628
-1,162
| -1% | -$151K | 1.97% | 5 |
|
|
2023
Q1 | $9.38M | Buy |
90,790
+7,285
| +9% | +$752K | 1.79% | 5 |
|
|
2022
Q4 | $7.01M | Sell |
83,505
-1,204
| -1% | -$101K | 1.47% | 6 |
|
|
2022
Q3 | $9.57M | Buy |
84,709
+760
| +0.9% | +$85.9K | 2.15% | 4 |
|
|
2022
Q2 | $8.92M | Buy |
83,949
+79,869
| +1,958% | +$8.48M | 1.75% | 4 |
|
|
2022
Q1 | $13.3M | Buy |
4,080
+165
| +4% | +$538K | 2.15% | 4 |
|
|
2021
Q4 | $13.1M | Buy |
3,915
+36
| +0.9% | +$120K | 2.13% | 4 |
|
|
2021
Q3 | $12.7M | Buy |
3,879
+198
| +5% | +$650K | 2.24% | 4 |
|
|
2021
Q2 | $12.7M | Buy |
3,681
+225
| +7% | +$774K | 2.22% | 4 |
|
|
2021
Q1 | $10.7M | Buy |
3,456
+135
| +4% | +$418K | 2.03% | 3 |
|
|
2020
Q4 | $10.8M | Buy |
3,321
+4
| +0.1% | +$13K | 2.15% | 3 |
|
|
2020
Q3 | $10.4M | Sell |
3,317
-148
| -4% | -$466K | 2.38% | 4 |
|
|
2020
Q2 | $9.56M | Buy |
3,465
+79
| +2% | +$218K | 2.34% | 3 |
|
|
2020
Q1 | $6.6M | Sell |
3,386
-262
| -7% | -$511K | 2.04% | 3 |
|
|
2019
Q4 | $6.74M | Sell |
3,648
-6
| -0.2% | -$11.1K | 1.52% | 5 |
|
|
2019
Q3 | $6.34M | Sell |
3,654
-465
| -11% | -$807K | 1.6% | 5 |
|
|
2019
Q2 | $7.8M | Sell |
4,119
-523
| -11% | -$990K | 1.73% | 4 |
|
|
2019
Q1 | $8.27M | Sell |
4,642
-15
| -0.3% | -$26.7K | 1.8% | 5 |
|
|
2018
Q4 | $7M | Buy |
+4,657
| New | +$7M | 2.87% | 2 |
|
|
2018
Q1 | – | Sell |
-4,879
| Closed | -$5.72M | – | 261 |
|
|
2017
Q4 | $5.72M | Buy |
+4,879
| New | +$5.72M | 1.32% | 6 |
|
|
2017
Q3 | – | Sell |
-5,515
| Closed | -$5.35M | – | 256 |
|
|
2017
Q2 | $5.35M | Buy |
+5,515
| New | +$5.35M | 1.47% | 6 |
|