OWD
Osborn Williams & Donohoe’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $9.41M | Buy |
4,827
+170
| +4% | +$331K | 1.24% | 22 |
|
|
2019
Q4 | $8.61M | Sell |
4,657
-387
| -8% | -$715K | 0.86% | 37 |
|
|
2019
Q3 | $8.76M | Buy |
5,044
+47
| +0.9% | +$81.6K | 0.88% | 34 |
|
|
2019
Q2 | $9.46M | Buy |
4,997
+164
| +3% | +$311K | 0.98% | 28 |
|
|
2019
Q1 | $8.91M | Buy |
4,833
+3,803
| +369% | +$7.01M | 0.92% | 27 |
|
|
2018
Q4 | $1.55M | Buy |
1,030
+75
| +8% | +$113K | 0.27% | 88 |
|
|
2018
Q3 | $1.91M | Hold |
955
| – | – | 0.3% | 86 |
|
|
2018
Q2 | $1.62M | Hold |
955
| – | – | 0.27% | 89 |
|
|
2018
Q1 | $1.38M | Buy |
955
+40
| +4% | +$57.9K | 0.24% | 96 |
|
|
2017
Q4 | $1.07M | Hold |
915
| – | – | 0.18% | 108 |
|
|
2017
Q3 | $880K | Hold |
915
| – | – | 0.16% | 115 |
|
|
2017
Q2 | $886K | Buy |
915
+10
| +1% | +$9.68K | 0.16% | 117 |
|
|
2017
Q1 | $802K | Buy |
905
+10
| +1% | +$8.86K | 0.14% | 123 |
|
|
2016
Q4 | $671K | Hold |
895
| – | – | 0.13% | 131 |
|
|
2016
Q3 | $749K | Buy |
895
+25
| +3% | +$20.9K | 0.14% | 126 |
|
|
2016
Q2 | $623K | Hold |
870
| – | – | 0.12% | 133 |
|
|
2016
Q1 | $516K | Buy |
870
+570
| +190% | +$338K | 0.1% | 146 |
|
|
2015
Q4 | $203K | Buy |
+300
| New | +$203K | 0.04% | 201 |
|