PPWM
PFG Private Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
2,452
+25
| +1% | +$5.49K | 0.28% | 30 |
|
|
2025
Q1 | $462K | Sell |
2,427
-110
| -4% | -$20.9K | 0.25% | 30 |
|
|
2024
Q4 | $557K | Hold |
2,537
| – | – | 0.32% | 22 |
|
|
2024
Q3 | $473K | Sell |
2,537
-215
| -8% | -$40.1K | 0.27% | 29 |
|
|
2024
Q2 | $532K | Buy |
2,752
+32
| +1% | +$6.18K | 0.32% | 24 |
|
|
2024
Q1 | $491K | Buy |
2,720
+200
| +8% | +$36.1K | 0.31% | 26 |
|
|
2023
Q4 | $383K | Sell |
2,520
-100
| -4% | -$15.2K | 0.26% | 26 |
|
|
2023
Q3 | $333K | Sell |
2,620
-280
| -10% | -$35.6K | 0.25% | 24 |
|
|
2023
Q2 | $378K | Sell |
2,900
-100
| -3% | -$13K | 0.22% | 29 |
|
|
2023
Q1 | $310K | Hold |
3,000
| – | – | 0.2% | 29 |
|
|
2022
Q4 | $252K | Hold |
3,000
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $339K | Buy |
3,000
+100
| +3% | +$11.3K | 0.22% | 30 |
|
|
2022
Q2 | $308K | Buy |
2,900
+2,743
| +1,747% | +$291K | 0.17% | 38 |
|
|
2022
Q1 | $512K | Sell |
157
-61
| -28% | -$199K | 0.26% | 32 |
|
|
2021
Q4 | $727K | Sell |
218
-11
| -5% | -$36.7K | 0.38% | 31 |
|
|
2021
Q3 | $752K | Buy |
229
+3
| +1% | +$9.85K | 0.44% | 28 |
|
|
2021
Q2 | $777K | Buy |
226
+3
| +1% | +$10.3K | 0.5% | 28 |
|
|
2021
Q1 | $690K | Sell |
223
-67
| -23% | -$207K | 0.47% | 29 |
|
|
2020
Q4 | $945K | Buy |
290
+4
| +1% | +$13K | 0.72% | 27 |
|
|
2020
Q3 | $901K | Buy |
286
+12
| +4% | +$37.8K | 0.79% | 25 |
|
|
2020
Q2 | $756K | Buy |
274
+15
| +6% | +$41.4K | 0.71% | 27 |
|
|
2020
Q1 | $505K | Sell |
259
-109
| -30% | -$213K | 0.54% | 27 |
|
|
2019
Q4 | $680K | Buy |
+368
| New | +$680K | 0.61% | 29 |
|