NWM
Northwest Wealth Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.53M | Buy |
20,657
+530
| +3% | +$116K | 0.82% | 30 |
|
2025
Q1 | $3.83M | Sell |
20,127
-1,409
| -7% | -$268K | 0.76% | 31 |
|
2024
Q4 | $4.72M | Sell |
21,536
-3,899
| -15% | -$855K | 1% | 25 |
|
2024
Q3 | $4.74M | Buy |
25,435
+5,351
| +27% | +$997K | 1.11% | 23 |
|
2024
Q2 | $3.88M | Sell |
20,084
-1,248
| -6% | -$241K | 1% | 27 |
|
2024
Q1 | $3.85M | Buy |
21,332
+1,483
| +7% | +$268K | 1.05% | 22 |
|
2023
Q4 | $3.02M | Sell |
19,849
-5,778
| -23% | -$878K | 0.91% | 29 |
|
2023
Q3 | $3.26M | Buy |
25,627
+352
| +1% | +$44.7K | 1.17% | 26 |
|
2023
Q2 | $3.29M | Sell |
25,275
-64
| -0.3% | -$8.34K | 1.19% | 26 |
|
2023
Q1 | $2.62M | Buy |
25,339
+870
| +4% | +$89.9K | 1% | 31 |
|
2022
Q4 | $2.06M | Buy |
24,469
+796
| +3% | +$66.9K | 0.88% | 37 |
|
2022
Q3 | $2.68M | Buy |
23,673
+70
| +0.3% | +$7.91K | 1.18% | 30 |
|
2022
Q2 | $2.51M | Buy |
23,603
+22,657
| +2,395% | +$2.41M | 1.09% | 33 |
|
2022
Q1 | $3.08M | Buy |
946
+78
| +9% | +$254K | 1.51% | 18 |
|
2021
Q4 | $2.89M | Sell |
868
-36
| -4% | -$120K | 1.35% | 21 |
|
2021
Q3 | $2.97M | Buy |
904
+39
| +5% | +$128K | 1.47% | 18 |
|
2021
Q2 | $2.98M | Buy |
865
+5
| +0.6% | +$17.2K | 1.58% | 16 |
|
2021
Q1 | $2.66M | Buy |
860
+12
| +1% | +$37.1K | 1.67% | 15 |
|
2020
Q4 | $2.76M | Buy |
848
+57
| +7% | +$186K | 1.91% | 14 |
|
2020
Q3 | $2.49M | Buy |
791
+4
| +0.5% | +$12.6K | 2.07% | 14 |
|
2020
Q2 | $2.17M | Buy |
787
+131
| +20% | +$361K | 1.89% | 15 |
|
2020
Q1 | $1.28M | Buy |
656
+195
| +42% | +$380K | 1.29% | 20 |
|
2019
Q4 | $852K | Sell |
461
-68
| -13% | -$126K | 0.78% | 38 |
|
2019
Q3 | $918K | Sell |
529
-30
| -5% | -$52.1K | 0.75% | 44 |
|
2019
Q2 | $1.06M | Hold |
559
| – | – | 0.85% | 35 |
|
2019
Q1 | $995K | Hold |
559
| – | – | 0.75% | 36 |
|
2018
Q4 | $840K | Buy |
559
+3
| +0.5% | +$4.51K | 0.71% | 39 |
|
2018
Q3 | $1.11M | Buy |
556
+7
| +1% | +$14K | 0.83% | 30 |
|
2018
Q2 | $933K | Hold |
549
| – | – | 0.7% | 37 |
|
2018
Q1 | $795K | Sell |
549
-261
| -32% | -$378K | 0.59% | 41 |
|
2017
Q4 | $947K | Buy |
+810
| New | +$947K | 0.77% | 38 |
|