PWM
Penobscot Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
2,788
-89
| -3% | -$19.5K | 0.22% | 53 |
|
|
2025
Q1 | $547K | Sell |
2,877
-86
| -3% | -$16.4K | 0.23% | 50 |
|
|
2024
Q4 | $650K | Buy |
2,963
+202
| +7% | +$44.3K | 0.3% | 40 |
|
|
2024
Q3 | $514K | Buy |
2,761
+88
| +3% | +$16.4K | 0.28% | 45 |
|
|
2024
Q2 | $535K | Sell |
2,673
-63
| -2% | -$12.6K | 0.32% | 43 |
|
|
2024
Q1 | $494K | Buy |
2,736
+84
| +3% | +$15.2K | 0.31% | 44 |
|
|
2023
Q4 | $403K | Sell |
2,652
-10
| -0.4% | -$1.52K | 0.27% | 49 |
|
|
2023
Q3 | $338K | Sell |
2,662
-399
| -13% | -$50.7K | 0.26% | 49 |
|
|
2023
Q2 | $399K | Buy |
3,061
+20
| +0.7% | +$2.61K | 0.29% | 47 |
|
|
2023
Q1 | $314K | Buy |
3,041
+241
| +9% | +$24.9K | 0.24% | 52 |
|
|
2022
Q4 | $235K | Sell |
2,800
-60
| -2% | -$5.04K | 0.2% | 55 |
|
|
2022
Q3 | $323K | Hold |
2,860
| – | – | 0.31% | 52 |
|
|
2022
Q2 | $304K | Buy |
2,860
+2,722
| +1,972% | +$289K | 0.3% | 53 |
|
|
2022
Q1 | $450K | Buy |
138
+6
| +5% | +$19.6K | 0.4% | 46 |
|
|
2021
Q4 | $440K | Buy |
132
+1
| +0.8% | +$3.33K | 0.37% | 38 |
|
|
2021
Q3 | $430K | Hold |
131
| – | – | 0.4% | 40 |
|
|
2021
Q2 | $451K | Buy |
+131
| New | +$451K | 0.43% | 37 |
|