IPW
IronBridge Private Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.11M | Buy |
26,858
+910
| +4% | +$173K | 2.01% | 14 |
|
|
2024
Q4 | $5.69M | Buy |
25,948
+644
| +3% | +$141K | 2.09% | 14 |
|
|
2024
Q3 | $4.71M | Sell |
25,304
-702
| -3% | -$131K | 1.76% | 18 |
|
|
2024
Q2 | $5.03M | Buy |
26,006
+1,494
| +6% | +$289K | 1.88% | 18 |
|
|
2024
Q1 | $4.42M | Sell |
24,512
-599
| -2% | -$108K | 1.83% | 18 |
|
|
2023
Q4 | $3.82M | Buy |
25,111
+8,534
| +51% | +$1.3M | 1.86% | 22 |
|
|
2023
Q3 | $2.11M | Sell |
16,577
-110
| -0.7% | -$14K | 1.14% | 26 |
|
|
2023
Q2 | $2.18M | Sell |
16,687
-264
| -2% | -$34.4K | 1.22% | 25 |
|
|
2023
Q1 | $1.75M | Buy |
+16,951
| New | +$1.75M | 1.12% | 22 |
|
|
2022
Q1 | – | Sell |
-44
| Closed | -$147K | – | 47 |
|
|
2021
Q4 | $147K | Buy |
44
+5
| +13% | +$16.7K | 0.08% | 39 |
|
|
2021
Q3 | $128K | Hold |
39
| – | – | 0.07% | 38 |
|
|
2021
Q2 | $134K | Sell |
39
-1,264
| -97% | -$4.34M | 0.08% | 38 |
|
|
2021
Q1 | $4.03M | Buy |
1,303
+84
| +7% | +$260K | 2.56% | 18 |
|
|
2020
Q4 | $3.97M | Buy |
+1,219
| New | +$3.97M | 2.93% | 17 |
|