OWM
Opes Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
6,967
-1,696
| -20% | -$372K | 0.27% | 57 |
|
|
2025
Q1 | $1.65M | Buy |
8,663
+16
| +0.2% | +$3.04K | 0.33% | 53 |
|
|
2024
Q4 | $1.9M | Buy |
8,647
+3,729
| +76% | +$818K | 0.39% | 51 |
|
|
2024
Q3 | $916K | Sell |
4,918
-154
| -3% | -$28.7K | 0.18% | 62 |
|
|
2024
Q2 | $980K | Buy |
5,072
+19
| +0.4% | +$3.67K | 0.2% | 59 |
|
|
2024
Q1 | $911K | Sell |
5,053
-1,026
| -17% | -$185K | 0.21% | 62 |
|
|
2023
Q4 | $924K | Buy |
6,079
+1,490
| +32% | +$226K | 0.22% | 62 |
|
|
2023
Q3 | $583K | Sell |
4,589
-760
| -14% | -$96.6K | 0.16% | 68 |
|
|
2023
Q2 | $697K | Buy |
5,349
+915
| +21% | +$119K | 0.2% | 60 |
|
|
2023
Q1 | $458K | Buy |
4,434
+10
| +0.2% | +$1.03K | 0.15% | 73 |
|
|
2022
Q4 | $372K | Buy |
4,424
+100
| +2% | +$8.4K | 0.14% | 81 |
|
|
2022
Q3 | $489K | Buy |
4,324
+134
| +3% | +$15.2K | 0.2% | 54 |
|
|
2022
Q2 | $445K | Buy |
4,190
+3,915
| +1,424% | +$416K | 0.18% | 58 |
|
|
2022
Q1 | $896K | Hold |
275
| – | – | 0.29% | 53 |
|
|
2021
Q4 | $917K | Buy |
275
+44
| +19% | +$147K | 0.28% | 50 |
|
|
2021
Q3 | $759K | Buy |
231
+15
| +7% | +$49.3K | 0.27% | 51 |
|
|
2021
Q2 | $743K | Sell |
216
-26
| -11% | -$89.4K | 0.27% | 46 |
|
|
2021
Q1 | $749K | Buy |
242
+15
| +7% | +$46.4K | 0.29% | 43 |
|
|
2020
Q4 | $739K | Buy |
227
+95
| +72% | +$309K | 0.36% | 39 |
|
|
2020
Q3 | $416K | Buy |
132
+8
| +6% | +$25.2K | 0.2% | 47 |
|
|
2020
Q2 | $342K | Buy |
+124
| New | +$342K | 0.17% | 52 |
|