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Private Client Services’s Amazon AMZN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
12,674
+3,349
+36% +$735K 1.08% 25
2025
Q1
$1.77M Buy
9,325
+139
+2% +$26.4K 0.88% 32
2024
Q4
$2.02M Buy
9,186
+217
+2% +$47.6K 1.08% 26
2024
Q3
$1.67M Sell
8,969
-5
-0.1% -$932 0.9% 36
2024
Q2
$1.73M Buy
8,974
+89
+1% +$17.2K 1.09% 28
2024
Q1
$1.6M Buy
8,885
+192
+2% +$34.6K 1.08% 29
2023
Q4
$1.32M Buy
+8,693
New +$1.32M 1.08% 23