PPWM
Paragon Private Wealth Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.42M | Buy |
29,249
+1,988
| +7% | +$436K | 2.56% | 6 |
|
2025
Q1 | $5.19M | Buy |
27,261
+3,376
| +14% | +$642K | 2.41% | 5 |
|
2024
Q4 | $5.24M | Buy |
23,885
+2,365
| +11% | +$519K | 2.42% | 7 |
|
2024
Q3 | $4.01M | Buy |
21,520
+2,599
| +14% | +$484K | 1.99% | 11 |
|
2024
Q2 | $3.66M | Buy |
18,921
+73
| +0.4% | +$14.1K | 2.07% | 10 |
|
2024
Q1 | $3.4M | Buy |
18,848
+445
| +2% | +$80.3K | 2.02% | 10 |
|
2023
Q4 | $2.8M | Buy |
18,403
+902
| +5% | +$137K | 1.95% | 9 |
|
2023
Q3 | $2.22M | Buy |
17,501
+486
| +3% | +$61.8K | 1.84% | 9 |
|
2023
Q2 | $2.22M | Sell |
17,015
-506
| -3% | -$66K | 1.76% | 10 |
|
2023
Q1 | $1.81M | Sell |
17,521
-465
| -3% | -$48K | 1.53% | 12 |
|
2022
Q4 | $1.51M | Buy |
17,986
+1,154
| +7% | +$96.9K | 1.36% | 18 |
|
2022
Q3 | $2.03M | Buy |
16,832
+537
| +3% | +$64.8K | 1.97% | 10 |
|
2022
Q2 | $1.73M | Sell |
16,295
-1,132
| -6% | -$120K | 1.84% | 12 |
|
2022
Q1 | $2.18M | Buy |
17,427
+16,554
| +1,896% | +$2.07M | 2.12% | 11 |
|
2021
Q4 | $2.91M | Buy |
+873
| New | +$2.91M | 2.58% | 7 |
|