PWM
PBMares Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
10,185
-632
| -6% | -$139K | 0.41% | 34 |
|
|
2025
Q1 | $2.06M | Sell |
10,817
-1,937
| -15% | -$369K | 0.41% | 36 |
|
|
2024
Q4 | $2.8M | Buy |
12,754
+448
| +4% | +$98.3K | 0.57% | 28 |
|
|
2024
Q3 | $2.29M | Sell |
12,306
-6,730
| -35% | -$1.25M | 0.48% | 31 |
|
|
2024
Q2 | $3.68M | Buy |
19,036
+1,376
| +8% | +$266K | 0.9% | 25 |
|
|
2024
Q1 | $3.19M | Buy |
17,660
+838
| +5% | +$151K | 0.83% | 24 |
|
|
2023
Q4 | $2.56M | Buy |
16,822
+110
| +0.7% | +$16.7K | 0.77% | 26 |
|
|
2023
Q3 | $2.12M | Buy |
16,712
+5,860
| +54% | +$745K | 0.77% | 22 |
|
|
2023
Q2 | $1.41M | Sell |
10,852
-523
| -5% | -$68.2K | 0.51% | 38 |
|
|
2023
Q1 | $1.17M | Buy |
11,375
+2,233
| +24% | +$231K | 0.44% | 41 |
|
|
2022
Q4 | $768K | Sell |
9,142
-2,172
| -19% | -$182K | 0.31% | 60 |
|
|
2022
Q3 | $1.28M | Sell |
11,314
-706
| -6% | -$79.7K | 0.56% | 34 |
|
|
2022
Q2 | $1.28M | Buy |
12,020
+11,432
| +1,944% | +$1.21M | 0.55% | 34 |
|
|
2022
Q1 | $1.92M | Buy |
588
+169
| +40% | +$551K | 1.18% | 15 |
|
|
2021
Q4 | $1.4M | Buy |
419
+52
| +14% | +$173K | 0.59% | 31 |
|
|
2021
Q3 | $1.21M | Hold |
367
| – | – | 0.57% | 36 |
|
|
2021
Q2 | $1.26M | Buy |
367
+19
| +5% | +$65.4K | 0.69% | 29 |
|
|
2021
Q1 | $1.08M | Buy |
348
+31
| +10% | +$95.9K | 0.88% | 30 |
|
|
2020
Q4 | $1.03M | Buy |
317
+25
| +9% | +$81.4K | 1.19% | 24 |
|
|
2020
Q3 | $919K | Buy |
292
+4
| +1% | +$12.6K | 1.35% | 21 |
|
|
2020
Q2 | $795K | Buy |
288
+5
| +2% | +$13.8K | 1.2% | 24 |
|
|
2020
Q1 | $552K | Buy |
283
+4
| +1% | +$7.8K | 0.87% | 37 |
|
|
2019
Q4 | $516K | Buy |
+279
| New | +$516K | 0.61% | 53 |
|