PWMG
Pinnacle Wealth Management Group’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Buy |
+6,561
| New | +$1.44M | 0.83% | 34 |
|
2025
Q1 | – | Sell |
-7,011
| Closed | -$1.54M | – | 112 |
|
2024
Q4 | $1.54M | Buy |
7,011
+250
| +4% | +$54.8K | 0.96% | 31 |
|
2024
Q3 | $1.26M | Buy |
6,761
+300
| +5% | +$55.9K | 0.79% | 33 |
|
2024
Q2 | $1.25M | Buy |
6,461
+200
| +3% | +$38.7K | 0.84% | 31 |
|
2024
Q1 | $1.13M | Buy |
6,261
+961
| +18% | +$173K | 0.84% | 32 |
|
2023
Q4 | $805K | Sell |
5,300
-260
| -5% | -$39.5K | 0.66% | 41 |
|
2023
Q3 | $707K | Sell |
5,560
-950
| -15% | -$121K | 0.64% | 42 |
|
2023
Q2 | $849K | Hold |
6,510
| – | – | 0.74% | 34 |
|
2023
Q1 | $672K | Sell |
6,510
-450
| -6% | -$46.5K | 0.58% | 40 |
|
2022
Q4 | $585K | Buy |
6,960
+500
| +8% | +$42K | 0.52% | 44 |
|
2022
Q3 | $730K | Sell |
6,460
-300
| -4% | -$33.9K | 0.64% | 35 |
|
2022
Q2 | $718K | Buy |
6,760
+6,396
| +1,757% | +$679K | 0.6% | 40 |
|
2022
Q1 | $1.19M | Sell |
364
-35
| -9% | -$114K | 0.89% | 31 |
|
2021
Q4 | $1.33M | Sell |
399
-10
| -2% | -$33.3K | 0.99% | 30 |
|
2021
Q3 | $1.34M | Sell |
409
-5
| -1% | -$16.4K | 1.01% | 31 |
|
2021
Q2 | $1.42M | Buy |
+414
| New | +$1.42M | 1.04% | 31 |
|