PWM
Paulson Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,649
+1,020
| +28% | +$224K | 0.26% | 42 |
|
|
2025
Q1 | $690K | Sell |
3,629
-89
| -2% | -$16.9K | 0.19% | 51 |
|
|
2024
Q4 | $816K | Sell |
3,718
-473
| -11% | -$104K | 0.22% | 50 |
|
|
2024
Q3 | $781K | Sell |
4,191
-38
| -0.9% | -$7.08K | 0.21% | 55 |
|
|
2024
Q2 | $817K | Buy |
4,229
+180
| +4% | +$34.8K | 0.24% | 51 |
|
|
2024
Q1 | $730K | Hold |
4,049
| – | – | 0.21% | 54 |
|
|
2023
Q4 | $615K | Sell |
4,049
-400
| -9% | -$60.8K | 0.2% | 62 |
|
|
2023
Q3 | $566K | Buy |
4,449
+20
| +0.5% | +$2.54K | 0.2% | 65 |
|
|
2023
Q2 | $577K | Buy |
+4,429
| New | +$577K | 0.2% | 62 |
|
|
2022
Q2 | – | Sell |
-85
| Closed | -$277K | – | 74 |
|
|
2022
Q1 | $277K | Buy |
85
+4
| +5% | +$13K | 0.13% | 67 |
|
|
2021
Q4 | $270K | Sell |
81
-5
| -6% | -$16.7K | 0.12% | 73 |
|
|
2021
Q3 | $283K | Buy |
86
+4
| +5% | +$13.2K | 0.13% | 73 |
|
|
2021
Q2 | $282K | Hold |
82
| – | – | 0.14% | 69 |
|
|
2021
Q1 | $277K | Buy |
82
+9
| +12% | +$30.4K | 0.14% | 71 |
|
|
2020
Q4 | $238K | Sell |
73
-1
| -1% | -$3.26K | 0.14% | 72 |
|
|
2020
Q3 | $233K | Sell |
74
-18
| -20% | -$56.7K | 0.15% | 74 |
|
|
2020
Q2 | $254K | Buy |
92
+1
| +1% | +$2.76K | 0.18% | 74 |
|
|
2020
Q1 | $210K | Buy |
+91
| New | +$210K | 0.16% | 78 |
|
|
2018
Q1 | – | Sell |
-67
| Closed | -$78K | – | 126 |
|
|
2017
Q4 | $78K | Buy |
+67
| New | +$78K | 0.07% | 157 |
|