RWM
RKL Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
74,906
-413
| -0.5% | -$90.6K | 1.44% | 18 |
|
|
2025
Q1 | $14.3M | Sell |
75,319
-166
| -0.2% | -$31.6K | 1.35% | 20 |
|
|
2024
Q4 | $16.6M | Sell |
75,485
-1,159
| -2% | -$254K | 1.47% | 16 |
|
|
2024
Q3 | $14.3M | Buy |
76,644
+819
| +1% | +$153K | 1.29% | 19 |
|
|
2024
Q2 | $14.7M | Sell |
75,825
-85
| -0.1% | -$16.4K | 1.41% | 17 |
|
|
2024
Q1 | $13.7M | Sell |
75,910
-132
| -0.2% | -$23.8K | 1.36% | 17 |
|
|
2023
Q4 | $11.6M | Sell |
76,042
-596
| -0.8% | -$90.6K | 1.25% | 17 |
|
|
2023
Q3 | $9.74M | Sell |
76,638
-198
| -0.3% | -$25.2K | 1.19% | 20 |
|
|
2023
Q2 | $10M | Sell |
76,836
-96
| -0.1% | -$12.5K | 1.19% | 19 |
|
|
2023
Q1 | $7.95M | Sell |
76,932
-1,619
| -2% | -$167K | 1% | 23 |
|
|
2022
Q4 | $6.6M | Sell |
78,551
-172
| -0.2% | -$14.4K | 0.88% | 27 |
|
|
2022
Q3 | $8.9M | Sell |
78,723
-253
| -0.3% | -$28.6K | 1.28% | 22 |
|
|
2022
Q2 | $8.39M | Buy |
78,976
+74,995
| +1,884% | +$7.97M | 1.15% | 23 |
|
|
2022
Q1 | $13M | Buy |
3,981
+124
| +3% | +$404K | 1.56% | 17 |
|
|
2021
Q4 | $12.9M | Sell |
3,857
-4
| -0.1% | -$13.3K | 1.53% | 18 |
|
|
2021
Q3 | $12.7M | Sell |
3,861
-88
| -2% | -$289K | 1.61% | 18 |
|
|
2021
Q2 | $13.6M | Sell |
3,949
-60
| -1% | -$206K | 1.71% | 16 |
|
|
2021
Q1 | $12.4M | Sell |
4,009
-148
| -4% | -$458K | 1.66% | 16 |
|
|
2020
Q4 | $13.5M | Sell |
4,157
-109
| -3% | -$355K | 1.89% | 16 |
|
|
2020
Q3 | $13.4M | Sell |
4,266
-18
| -0.4% | -$56.7K | 2.14% | 12 |
|
|
2020
Q2 | $11.8M | Sell |
4,284
-10
| -0.2% | -$27.6K | 2.03% | 13 |
|
|
2020
Q1 | $8.37M | Sell |
4,294
-109
| -2% | -$213K | 1.75% | 16 |
|
|
2019
Q4 | $8.14M | Sell |
4,403
-82
| -2% | -$152K | 1.46% | 16 |
|
|
2019
Q3 | $7.77M | Sell |
4,485
-125
| -3% | -$217K | 1.48% | 15 |
|
|
2019
Q2 | $8.73M | Sell |
4,610
-77
| -2% | -$146K | 1.61% | 16 |
|
|
2019
Q1 | $8.34M | Sell |
4,687
-92
| -2% | -$164K | 1.63% | 16 |
|
|
2018
Q4 | $7.24M | Sell |
4,779
-161
| -3% | -$244K | 1.67% | 15 |
|
|
2018
Q3 | $9.88M | Sell |
4,940
-140
| -3% | -$280K | 2.1% | 10 |
|
|
2018
Q2 | $8.6M | Sell |
5,080
-239
| -4% | -$405K | 1.94% | 12 |
|
|
2018
Q1 | $7.69M | Sell |
5,319
-323
| -6% | -$467K | 1.82% | 13 |
|
|
2017
Q4 | $6.61M | Sell |
5,642
-380
| -6% | -$445K | 1.63% | 18 |
|
|
2017
Q3 | $5.81M | Sell |
6,022
-553
| -8% | -$534K | 1.63% | 19 |
|
|
2017
Q2 | $6.4M | Sell |
6,575
-391
| -6% | -$381K | 2.03% | 11 |
|
|
2017
Q1 | $6.18M | Sell |
6,966
-415
| -6% | -$368K | 2.48% | 11 |
|
|
2016
Q4 | $5.54M | Sell |
7,381
-123
| -2% | -$92.2K | 2.67% | 17 |
|
|
2016
Q3 | $6.28M | Buy |
7,504
+38
| +0.5% | +$31.8K | 3.17% | 11 |
|
|
2016
Q2 | $5.39M | Buy |
7,466
+355
| +5% | +$256K | 2.8% | 18 |
|
|
2016
Q1 | $4.22M | Buy |
7,111
+1,348
| +23% | +$800K | 2.42% | 23 |
|
|
2015
Q4 | $3.92K | Buy |
+5,763
| New | +$3.92K | 1.82% | 22 |
|
|
2014
Q2 | – | Sell |
-10,666
| Closed | -$3.59M | – | 58 |
|
|
2014
Q1 | $3.59M | Buy |
+10,666
| New | +$3.59M | 2.72% | 15 |
|