OWM
Orgel Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
2,510
| – | – | 0.01% | 61 |
|
|
2025
Q1 | $478K | Sell |
2,510
-71
| -3% | -$13.5K | 0.01% | 59 |
|
|
2024
Q4 | $566K | Buy |
2,581
+31
| +1% | +$6.8K | 0.01% | 57 |
|
|
2024
Q3 | $475K | Sell |
2,550
-78
| -3% | -$14.5K | 0.01% | 58 |
|
|
2024
Q2 | $508K | Buy |
2,628
+188
| +8% | +$36.3K | 0.01% | 56 |
|
|
2024
Q1 | $440K | Sell |
2,440
-234
| -9% | -$42.2K | 0.01% | 58 |
|
|
2023
Q4 | $406K | Sell |
2,674
-16
| -0.6% | -$2.43K | 0.01% | 60 |
|
|
2023
Q3 | $342K | Buy |
2,690
+90
| +3% | +$11.4K | 0.01% | 63 |
|
|
2023
Q2 | $339K | Hold |
2,600
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $269K | Sell |
2,600
-320
| -11% | -$33.1K | 0.01% | 63 |
|
|
2022
Q4 | $245K | Sell |
2,920
-160
| -5% | -$13.4K | 0.01% | 68 |
|
|
2022
Q3 | $348K | Buy |
3,080
+200
| +7% | +$22.6K | 0.02% | 54 |
|
|
2022
Q2 | $306K | Buy |
2,880
+2,729
| +1,807% | +$290K | 0.02% | 51 |
|
|
2022
Q1 | $492K | Sell |
151
-113
| -43% | -$368K | 0.03% | 38 |
|
|
2021
Q4 | $880K | Buy |
264
+80
| +43% | +$267K | 0.09% | 27 |
|
|
2021
Q3 | $604K | Sell |
184
-2
| -1% | -$6.57K | 0.07% | 28 |
|
|
2021
Q2 | $640K | Buy |
186
+25
| +16% | +$86K | 0.08% | 28 |
|
|
2021
Q1 | $498K | Buy |
161
+8
| +5% | +$24.7K | 0.07% | 29 |
|
|
2020
Q4 | $498K | Buy |
153
+25
| +20% | +$81.4K | 0.1% | 27 |
|
|
2020
Q3 | $403K | Sell |
128
-9
| -7% | -$28.3K | 0.11% | 29 |
|
|
2020
Q2 | $378K | Buy |
137
+9
| +7% | +$24.8K | 0.14% | 28 |
|
|
2020
Q1 | $250K | Hold |
128
| – | – | 0.1% | 32 |
|
|
2019
Q4 | $237K | Sell |
128
-4
| -3% | -$7.41K | 0.07% | 42 |
|
|
2019
Q3 | $229K | Buy |
132
+14
| +12% | +$24.3K | 0.09% | 40 |
|
|
2019
Q2 | $223K | Hold |
118
| – | – | 0.09% | 37 |
|
|
2019
Q1 | $210K | Sell |
118
-42
| -26% | -$74.7K | 0.07% | 38 |
|
|
2018
Q4 | $240K | Buy |
160
+36
| +29% | +$54K | 0.07% | 37 |
|
|
2018
Q3 | $248K | Sell |
124
-2
| -2% | -$4K | 0.11% | 34 |
|
|
2018
Q2 | $214K | Buy |
+126
| New | +$214K | 0.05% | 39 |
|