Private Wealth Advisors (Pennsylvania)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.4M | Sell |
63,940
-2,860
| -4% | -$466K | 5.93% | 2 |
|
|
2020
Q3 | $10.5M | Sell |
66,800
-16,840
| -20% | -$2.65M | 6.73% | 2 |
|
|
2020
Q2 | $11.5M | Sell |
83,640
-20
| -0% | -$2.76K | 7.88% | 2 |
|
|
2020
Q1 | $9.56M | Buy |
83,660
+23,980
| +40% | +$2.74M | 7.25% | 2 |
|
|
2019
Q4 | $5.53M | Sell |
59,680
-11,180
| -16% | -$1.04M | 2.95% | 6 |
|
|
2019
Q3 | $6.15M | Sell |
70,860
-36,640
| -34% | -$3.18M | 3.13% | 5 |
|
|
2019
Q2 | $10.2M | Buy |
107,500
+1,020
| +1% | +$96.6K | 3.61% | 4 |
|
|
2019
Q1 | $9.48M | Buy |
106,480
+5,380
| +5% | +$479K | 3.54% | 4 |
|
|
2018
Q4 | $7.59M | Buy |
101,100
+31,800
| +46% | +$2.39M | 3.29% | 5 |
|
|
2018
Q3 | $6.94M | Sell |
69,300
-220
| -0.3% | -$22K | 2.56% | 7 |
|
|
2018
Q2 | $5.91M | Buy |
69,520
+2,000
| +3% | +$170K | 2.35% | 9 |
|
|
2018
Q1 | $4.89M | Sell |
67,520
-2,320
| -3% | -$168K | 1.96% | 11 |
|
|
2017
Q4 | $4.08M | Sell |
69,840
-740
| -1% | -$43.3K | 1.58% | 18 |
|
|
2017
Q3 | $3.39M | Sell |
70,580
-200
| -0.3% | -$9.62K | 1.39% | 21 |
|
|
2017
Q2 | $3.43M | Buy |
70,780
+1,940
| +3% | +$93.9K | 1.47% | 21 |
|
|
2017
Q1 | $3.05M | Buy |
68,840
+14,600
| +27% | +$647K | 1.37% | 22 |
|
|
2016
Q4 | $2.03M | Buy |
54,240
+460
| +0.9% | +$17.3K | 0.95% | 37 |
|
|
2016
Q3 | $2.25M | Sell |
53,780
-780
| -1% | -$32.7K | 1.07% | 32 |
|
|
2016
Q2 | $1.95M | Buy |
54,560
+600
| +1% | +$21.5K | 0.96% | 36 |
|
|
2016
Q1 | $1.6M | Buy |
53,960
+2,140
| +4% | +$63.5K | 0.85% | 39 |
|
|
2015
Q4 | $1.75M | Sell |
51,820
-640
| -1% | -$21.6K | 0.99% | 34 |
|
|
2015
Q3 | $1.34M | Sell |
52,460
-21,200
| -29% | -$543K | 0.67% | 45 |
|
|
2015
Q2 | $1.6M | Sell |
73,660
-700
| -0.9% | -$15.2K | 0.73% | 42 |
|
|
2015
Q1 | $1.38M | Buy |
74,360
+220
| +0.3% | +$4.09K | 0.65% | 48 |
|
|
2014
Q4 | $1.15M | Buy |
74,140
+3,840
| +5% | +$59.6K | 0.56% | 55 |
|
|
2014
Q3 | $1.13M | Buy |
70,300
+560
| +0.8% | +$9.03K | 0.6% | 58 |
|
|
2014
Q2 | $1.13M | Buy |
69,740
+440
| +0.6% | +$7.15K | 0.58% | 57 |
|
|
2014
Q1 | $1.17M | Buy |
+69,300
| New | +$1.17M | 0.63% | 55 |
|