PWS
Private Wealth Strategies’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.97M | Buy |
+20,537
| New | +$3.97M | 0.8% | 16 |
|
|
2024
Q1 | – | Sell |
-21,295
| Closed | -$3.24M | – | 70 |
|
|
2023
Q4 | $3.24M | Buy |
+21,295
| New | +$3.24M | 0.72% | 18 |
|
|
2023
Q3 | – | Sell |
-21,595
| Closed | -$2.82M | – | 74 |
|
|
2023
Q2 | $2.82M | Sell |
21,595
-3,362
| -13% | -$438K | 0.68% | 19 |
|
|
2023
Q1 | $2.58M | Buy |
24,957
+60
| +0.2% | +$6.2K | 0.65% | 19 |
|
|
2022
Q4 | $2.09M | Sell |
24,897
-3,141
| -11% | -$264K | 0.56% | 19 |
|
|
2022
Q3 | $3.17M | Buy |
28,038
+3,080
| +12% | +$348K | 0.93% | 16 |
|
|
2022
Q2 | $2.65M | Buy |
24,958
+24,530
| +5,731% | +$2.6M | 0.74% | 23 |
|
|
2022
Q1 | $1.4M | Buy |
428
+10
| +2% | +$32.6K | 0.34% | 24 |
|
|
2021
Q4 | $1.39M | Hold |
418
| – | – | 0.32% | 28 |
|
|
2021
Q3 | $1.37M | Buy |
418
+7
| +2% | +$23K | 0.34% | 26 |
|
|
2021
Q2 | $1.41M | Sell |
411
-3
| -0.7% | -$10.3K | 0.36% | 28 |
|
|
2021
Q1 | $1.28M | Sell |
414
-5
| -1% | -$15.5K | 0.35% | 28 |
|
|
2020
Q4 | $1.37M | Buy |
419
+25
| +6% | +$81.4K | 0.41% | 27 |
|
|
2020
Q3 | $1.24M | Buy |
394
+11
| +3% | +$34.7K | 0.44% | 27 |
|
|
2020
Q2 | $1.06M | Buy |
383
+100
| +35% | +$276K | 0.47% | 28 |
|
|
2020
Q1 | $553K | Buy |
283
+15
| +6% | +$29.3K | 0.28% | 36 |
|
|
2019
Q4 | $495K | Buy |
+268
| New | +$495K | 0.2% | 47 |
|