QWM
QP Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.35M | Sell |
18,475
-3,413
| -16% | -$434K | 4.1% | 6 |
|
|
2023
Q2 | $2.85M | Sell |
21,888
-1,692
| -7% | -$221K | 4.52% | 3 |
|
|
2023
Q1 | $2.44M | Sell |
23,580
-3,145
| -12% | -$325K | 3.99% | 7 |
|
|
2022
Q4 | $2.24M | Sell |
26,725
-2,997
| -10% | -$252K | 3.5% | 5 |
|
|
2022
Q3 | $3.41M | Buy |
29,722
+1,062
| +4% | +$122K | 4.91% | 5 |
|
|
2022
Q2 | $3.04M | Buy |
28,660
+27,217
| +1,886% | +$2.89M | 4.17% | 6 |
|
|
2022
Q1 | $4.7M | Sell |
1,443
-8
| -0.6% | -$26.1K | 5.26% | 3 |
|
|
2021
Q4 | $4.84M | Sell |
1,451
-56
| -4% | -$187K | 5.13% | 4 |
|
|
2021
Q3 | $4.95M | Sell |
1,507
-31
| -2% | -$102K | 5.31% | 2 |
|
|
2021
Q2 | $5.29M | Sell |
1,538
-98
| -6% | -$337K | 5.41% | 1 |
|
|
2021
Q1 | $5.06M | Sell |
1,636
-12
| -0.7% | -$37.1K | 5.51% | 1 |
|
|
2020
Q4 | $5.37M | Sell |
1,648
-20
| -1% | -$65.1K | 5.92% | 1 |
|
|
2020
Q3 | $5.25M | Sell |
1,668
-20
| -1% | -$63K | 6.72% | 2 |
|
|
2020
Q2 | $4.66M | Sell |
1,688
-32
| -2% | -$88.3K | 6.44% | 2 |
|
|
2020
Q1 | $4.13M | Buy |
1,720
+21
| +1% | +$50.4K | 5.98% | 4 |
|
|
2019
Q4 | $3.18M | Buy |
+1,699
| New | +$3.18M | 3.87% | 5 |
|