IWC
Integrated Wealth Concepts’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Buy |
469,358
+27,928
| +6% | +$6.13M | 1.03% | 13 |
|
|
2025
Q1 | $84M | Buy |
441,430
+2,440
| +0.6% | +$464K | 0.98% | 13 |
|
|
2024
Q4 | $96.3M | Buy |
438,990
+64,614
| +17% | +$14.2M | 1.12% | 13 |
|
|
2024
Q3 | $69.8M | Buy |
374,376
+13,953
| +4% | +$2.6M | 0.85% | 16 |
|
|
2024
Q2 | $69.7M | Sell |
360,423
-29,339
| -8% | -$5.67M | 0.95% | 13 |
|
|
2024
Q1 | $70.3M | Buy |
389,762
+19,087
| +5% | +$3.44M | 1.02% | 12 |
|
|
2023
Q4 | $56.3M | Sell |
370,675
-9,270
| -2% | -$1.41M | 0.92% | 12 |
|
|
2023
Q3 | $48.3M | Buy |
379,945
+8,213
| +2% | +$1.04M | 0.85% | 14 |
|
|
2023
Q2 | $48.5M | Buy |
371,732
+63,249
| +21% | +$8.25M | 0.83% | 15 |
|
|
2023
Q1 | $31.9M | Buy |
308,483
+129,350
| +72% | +$13.4M | 0.66% | 31 |
|
|
2022
Q4 | $15M | Buy |
179,133
+7,924
| +5% | +$666K | 0.41% | 51 |
|
|
2022
Q3 | $19.3M | Sell |
171,209
-5,461
| -3% | -$617K | 0.62% | 41 |
|
|
2022
Q2 | $18.8M | Buy |
176,670
+168,890
| +2,171% | +$17.9M | 0.58% | 37 |
|
|
2022
Q1 | $25.4M | Buy |
7,780
+537
| +7% | +$1.75M | 0.78% | 28 |
|
|
2021
Q4 | $24.2M | Sell |
7,243
-153
| -2% | -$510K | 0.72% | 30 |
|
|
2021
Q3 | $24.3M | Buy |
7,396
+1,220
| +20% | +$4.01M | 0.79% | 30 |
|
|
2021
Q2 | $21.2M | Buy |
6,176
+60
| +1% | +$206K | 0.75% | 33 |
|
|
2021
Q1 | $18.9M | Buy |
6,116
+1,101
| +22% | +$3.41M | 0.78% | 31 |
|
|
2020
Q4 | $16.3M | Buy |
5,015
+270
| +6% | +$879K | 0.77% | 34 |
|
|
2020
Q3 | $14.9M | Buy |
4,745
+335
| +8% | +$1.05M | 0.92% | 29 |
|
|
2020
Q2 | $12.2M | Buy |
4,410
+207
| +5% | +$571K | 0.88% | 32 |
|
|
2020
Q1 | $8.2M | Buy |
4,203
+282
| +7% | +$550K | 0.76% | 41 |
|
|
2019
Q4 | $7.25M | Buy |
3,921
+183
| +5% | +$338K | 0.61% | 47 |
|
|
2019
Q3 | $6.49M | Buy |
3,738
+540
| +17% | +$937K | 0.73% | 37 |
|
|
2019
Q2 | $5.77M | Buy |
3,198
+1,308
| +69% | +$2.36M | 0.76% | 40 |
|
|
2019
Q1 | $3.37M | Buy |
1,890
+566
| +43% | +$1.01M | 0.57% | 46 |
|
|
2018
Q4 | $1.99M | Buy |
1,324
+211
| +19% | +$317K | 0.54% | 49 |
|
|
2018
Q3 | $2.23M | Buy |
1,113
+135
| +14% | +$271K | 0.67% | 36 |
|
|
2018
Q2 | $1.68M | Buy |
978
+41
| +4% | +$70.3K | 0.57% | 38 |
|
|
2018
Q1 | $1.29M | Buy |
937
+79
| +9% | +$108K | 0.52% | 48 |
|
|
2017
Q4 | $1.07M | Buy |
+858
| New | +$1.07M | 0.46% | 50 |
|