PWM
Palumbo Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
46,647
+11,077
| +31% | +$2.43M | 3.17% | 6 |
|
|
2025
Q1 | $6.77M | Buy |
35,570
+3,763
| +12% | +$716K | 2.26% | 8 |
|
|
2024
Q4 | $6.98M | Buy |
31,807
+2,380
| +8% | +$522K | 2.61% | 7 |
|
|
2024
Q3 | $5.48M | Buy |
29,427
+107
| +0.4% | +$19.9K | 2.13% | 11 |
|
|
2024
Q2 | $5.67M | Buy |
29,320
+1,164
| +4% | +$225K | 2.39% | 10 |
|
|
2024
Q1 | $5.08M | Buy |
28,156
+1,175
| +4% | +$212K | 2.27% | 11 |
|
|
2023
Q4 | $4.1M | Buy |
26,981
+330
| +1% | +$50.1K | 2.1% | 13 |
|
|
2023
Q3 | $3.39M | Buy |
26,651
+4,271
| +19% | +$543K | 1.86% | 13 |
|
|
2023
Q2 | $2.92M | Sell |
22,380
-1,800
| -7% | -$235K | 1.78% | 12 |
|
|
2023
Q1 | $2.5M | Buy |
24,180
+13,406
| +124% | +$1.38M | 1.66% | 13 |
|
|
2022
Q4 | $905K | Buy |
10,774
+396
| +4% | +$33.3K | 0.72% | 35 |
|
|
2022
Q3 | $1.17M | Buy |
10,378
+122
| +1% | +$13.8K | 0.99% | 19 |
|
|
2022
Q2 | $1.09M | Buy |
10,256
+9,829
| +2,302% | +$1.04M | 0.86% | 23 |
|
|
2022
Q1 | $1.39M | Buy |
427
+1
| +0.2% | +$3.26K | 0.89% | 23 |
|
|
2021
Q4 | $1.42M | Buy |
426
+1
| +0.2% | +$3.33K | 0.89% | 20 |
|
|
2021
Q3 | $1.4M | Sell |
425
-21
| -5% | -$69K | 0.92% | 18 |
|
|
2021
Q2 | $1.53M | Sell |
446
-11
| -2% | -$37.8K | 1.03% | 17 |
|
|
2021
Q1 | $1.41M | Sell |
457
-4
| -0.9% | -$12.4K | 1.07% | 15 |
|
|
2020
Q4 | $1.5M | Buy |
+461
| New | +$1.5M | 1.21% | 12 |
|