LWA
Lenox Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.75M | Buy |
1,536
+27
| +2% | +$83.4K | 0.59% | 17 |
|
|
2021
Q4 | $5.03M | Buy |
1,509
+115
| +8% | +$383K | 0.6% | 18 |
|
|
2021
Q3 | $4.58M | Sell |
1,394
-19
| -1% | -$62.4K | 0.59% | 17 |
|
|
2021
Q2 | $4.86M | Buy |
1,413
+4
| +0.3% | +$13.8K | 0.62% | 17 |
|
|
2021
Q1 | $4.36M | Sell |
1,409
-120
| -8% | -$371K | 0.6% | 18 |
|
|
2020
Q4 | $4.98M | Sell |
1,529
-107
| -7% | -$349K | 0.71% | 17 |
|
|
2020
Q3 | $5.15M | Sell |
1,636
-25
| -2% | -$78.7K | 0.77% | 19 |
|
|
2020
Q2 | $4.58M | Buy |
1,661
+97
| +6% | +$268K | 0.73% | 17 |
|
|
2020
Q1 | $3.05M | Sell |
1,564
-13
| -0.8% | -$25.3K | 0.57% | 20 |
|
|
2019
Q4 | $2.91M | Buy |
1,577
+24
| +2% | +$44.3K | 0.45% | 20 |
|
|
2019
Q3 | $2.7M | Buy |
1,553
+255
| +20% | +$443K | 0.45% | 19 |
|
|
2019
Q2 | $2.46M | Sell |
1,298
-107
| -8% | -$203K | 0.43% | 19 |
|
|
2019
Q1 | $2.5M | Sell |
1,405
-19
| -1% | -$33.8K | 0.47% | 18 |
|
|
2018
Q4 | $2.14M | Sell |
1,424
-89
| -6% | -$134K | 0.45% | 19 |
|
|
2018
Q3 | $3.03M | Buy |
1,513
+622
| +70% | +$1.25M | 0.62% | 14 |
|
|
2018
Q2 | $1.52M | Buy |
891
+144
| +19% | +$245K | 0.33% | 19 |
|
|
2018
Q1 | $1.08M | Buy |
747
+225
| +43% | +$326K | 0.25% | 18 |
|
|
2017
Q4 | $610K | Buy |
522
+15
| +3% | +$17.5K | 0.17% | 18 |
|
|
2017
Q3 | $487K | Buy |
507
+2
| +0.4% | +$1.92K | 0.15% | 18 |
|
|
2017
Q2 | $489K | Hold |
505
| – | – | 0.16% | 17 |
|
|
2017
Q1 | $448K | Hold |
505
| – | – | 0.14% | 17 |
|
|
2016
Q4 | $379K | Sell |
505
-57
| -10% | -$42.8K | 0.12% | 19 |
|
|
2016
Q3 | $471K | Hold |
562
| – | – | 0.14% | 22 |
|
|
2016
Q2 | $402K | Sell |
562
-6
| -1% | -$4.29K | 0.12% | 24 |
|
|
2016
Q1 | $337K | Sell |
568
-113
| -17% | -$67K | 0.1% | 26 |
|
|
2015
Q4 | $460K | Buy |
681
+120
| +21% | +$81.1K | 0.15% | 24 |
|
|
2015
Q3 | $287K | Buy |
561
+50
| +10% | +$25.6K | 0.1% | 27 |
|
|
2015
Q2 | $222K | Buy |
511
+6
| +1% | +$2.61K | 0.1% | 28 |
|
|
2015
Q1 | $188K | Hold |
505
| – | – | 0.08% | 34 |
|
|
2014
Q4 | $157K | Hold |
505
| – | – | 0.07% | 40 |
|
|
2014
Q3 | $163K | Sell |
505
-124
| -20% | -$40K | 0.07% | 30 |
|
|
2014
Q2 | $204K | Buy |
629
+124
| +25% | +$40.2K | 0.09% | 19 |
|
|
2014
Q1 | $173K | Sell |
505
-51
| -9% | -$17.5K | 0.1% | 21 |
|
|
2013
Q4 | $222K | Buy |
556
+31
| +6% | +$12.4K | 0.16% | 23 |
|
|
2013
Q3 | $164K | Sell |
525
-5
| -0.9% | -$1.56K | 0.15% | 17 |
|
|
2013
Q2 | $147K | Buy |
+530
| New | +$147K | 0.17% | 20 |
|