PWPS
Pinnacle Wealth Planning Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
50,328
+5,017
| +11% | +$1.1M | 1.45% | 10 |
|
|
2025
Q1 | $8.62M | Buy |
45,311
+982
| +2% | +$187K | 1.3% | 12 |
|
|
2024
Q4 | $9.73M | Sell |
44,329
-11,485
| -21% | -$2.52M | 1.46% | 11 |
|
|
2024
Q3 | $10.4M | Buy |
55,814
+755
| +1% | +$141K | 1.41% | 10 |
|
|
2024
Q2 | $10.6M | Buy |
55,059
+315
| +0.6% | +$60.9K | 1.52% | 11 |
|
|
2024
Q1 | $9.87M | Sell |
54,744
-1,825
| -3% | -$329K | 1.45% | 11 |
|
|
2023
Q4 | $8.6M | Buy |
56,569
+614
| +1% | +$93.3K | 1.35% | 10 |
|
|
2023
Q3 | $7.11M | Buy |
55,955
+3,970
| +8% | +$505K | 1.17% | 13 |
|
|
2023
Q2 | $6.78M | Sell |
51,985
-746
| -1% | -$97.2K | 1.09% | 13 |
|
|
2023
Q1 | $5.45M | Buy |
52,731
+13,914
| +36% | +$1.44M | 0.91% | 15 |
|
|
2022
Q4 | $3.26M | Sell |
38,817
-11,625
| -23% | -$977K | 0.58% | 28 |
|
|
2022
Q3 | $5.7M | Buy |
50,442
+6,301
| +14% | +$712K | 1.05% | 17 |
|
|
2022
Q2 | $4.69M | Buy |
44,141
+42,002
| +1,964% | +$4.46M | 0.84% | 18 |
|
|
2022
Q1 | $6.97M | Sell |
2,139
-150
| -7% | -$489K | 1.27% | 16 |
|
|
2021
Q4 | $7.63M | Buy |
2,289
+177
| +8% | +$590K | 1.49% | 13 |
|
|
2021
Q3 | $6.94M | Buy |
2,112
+76
| +4% | +$250K | 1.53% | 14 |
|
|
2021
Q2 | $7.01M | Buy |
2,036
+9
| +0.4% | +$31K | 1.63% | 12 |
|
|
2021
Q1 | $6.27M | Buy |
2,027
+185
| +10% | +$572K | 1.61% | 14 |
|
|
2020
Q4 | $6M | Buy |
1,842
+74
| +4% | +$241K | 1.43% | 10 |
|
|
2020
Q3 | $5.57M | Buy |
1,768
+10
| +0.6% | +$31.5K | 1.84% | 10 |
|
|
2020
Q2 | $4.85M | Sell |
1,758
-230
| -12% | -$635K | 1.58% | 15 |
|
|
2020
Q1 | $3.88M | Buy |
1,988
+594
| +43% | +$1.16M | 1.84% | 11 |
|
|
2019
Q4 | $2.58M | Buy |
1,394
+323
| +30% | +$597K | 1.21% | 13 |
|
|
2019
Q3 | $1.86M | Buy |
1,071
+142
| +15% | +$246K | 1.01% | 17 |
|
|
2019
Q2 | $1.76M | Buy |
929
+168
| +22% | +$318K | 1.06% | 15 |
|
|
2019
Q1 | $1.36M | Sell |
761
-118
| -13% | -$210K | 0.91% | 19 |
|
|
2018
Q4 | $1.32M | Buy |
879
+66
| +8% | +$99.1K | 0.84% | 22 |
|
|
2018
Q3 | $1.63M | Sell |
813
-32
| -4% | -$64K | 1.49% | 12 |
|
|
2018
Q2 | $1.44M | Buy |
845
+111
| +15% | +$189K | 1.39% | 14 |
|
|
2018
Q1 | $1.06M | Buy |
734
+577
| +368% | +$835K | 1.09% | 19 |
|
|
2017
Q4 | $184K | Buy |
+157
| New | +$184K | 0.37% | 61 |
|