OBWP
O'Brien Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,383
+55
| +4% | +$12.1K | 0.05% | 46 |
|
|
2025
Q1 | $253K | Buy |
1,328
+234
| +21% | +$44.5K | 0.05% | 43 |
|
|
2024
Q4 | $240K | Hold |
1,094
| – | – | 0.04% | 43 |
|
|
2024
Q3 | $204K | Sell |
1,094
-165
| -13% | -$30.7K | 0.04% | 44 |
|
|
2024
Q2 | $243K | Sell |
1,259
-359
| -22% | -$69.4K | 0.05% | 37 |
|
|
2024
Q1 | $292K | Sell |
1,618
-387
| -19% | -$69.8K | 0.07% | 35 |
|
|
2023
Q4 | $305K | Buy |
2,005
+150
| +8% | +$22.8K | 0.08% | 31 |
|
|
2023
Q3 | $236K | Hold |
1,855
| – | – | 0.07% | 37 |
|
|
2023
Q2 | $242K | Sell |
1,855
-95
| -5% | -$12.4K | 0.07% | 36 |
|
|
2023
Q1 | $201K | Buy |
1,950
+260
| +15% | +$26.9K | 0.06% | 43 |
|
|
2022
Q4 | $142K | Sell |
1,690
-2,768
| -62% | -$233K | 0.06% | 50 |
|
|
2022
Q3 | $504K | Buy |
4,458
+110
| +3% | +$12.4K | 0.21% | 21 |
|
|
2022
Q2 | $462K | Buy |
4,348
+4,121
| +1,815% | +$438K | 0.19% | 24 |
|
|
2022
Q1 | $494K | Buy |
227
+49
| +28% | +$107K | 0.2% | 20 |
|
|
2021
Q4 | $575K | Buy |
178
+92
| +107% | +$297K | 0.2% | 19 |
|
|
2021
Q3 | $277K | Sell |
86
-142
| -62% | -$457K | 0.1% | 28 |
|
|
2021
Q2 | $848K | Buy |
228
+44
| +24% | +$164K | 0.28% | 19 |
|
|
2021
Q1 | $606K | Buy |
184
+10
| +6% | +$32.9K | 0.2% | 21 |
|
|
2020
Q4 | $553K | Buy |
174
+26
| +18% | +$82.6K | 0.2% | 20 |
|
|
2020
Q3 | $472K | Buy |
148
+27
| +22% | +$86.1K | 0.19% | 18 |
|
|
2020
Q2 | $385K | Buy |
+121
| New | +$385K | 0.16% | 19 |
|
|
2020
Q1 | – | Sell |
-179
| Closed | -$341K | – | 31 |
|
|
2019
Q4 | $341K | Buy |
+179
| New | +$341K | 0.24% | 29 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | -$72K | – | 39 |
|
|
2018
Q4 | $72K | Buy |
43
+22
| +105% | +$36.8K | 0.05% | 42 |
|
|
2018
Q3 | $42K | Buy |
+21
| New | +$42K | 0.03% | 81 |
|
|
2018
Q2 | – | Sell |
-21
| Closed | -$30K | – | 99 |
|
|
2018
Q1 | $30K | Buy |
+21
| New | +$30K | 0.02% | 72 |
|