RSWM
Robertson Stephens Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
145,692
+4,443
| +3% | +$975K | 1.02% | 15 |
|
|
2025
Q1 | $26.9M | Sell |
141,249
-8,182
| -5% | -$1.56M | 0.92% | 20 |
|
|
2024
Q4 | $32.8M | Sell |
149,431
-7,995
| -5% | -$1.75M | 1.16% | 15 |
|
|
2024
Q3 | $29.3M | Buy |
157,426
+7,536
| +5% | +$1.4M | 1.06% | 17 |
|
|
2024
Q2 | $29M | Buy |
149,890
+7,532
| +5% | +$1.46M | 1.46% | 13 |
|
|
2024
Q1 | $25.7M | Buy |
142,358
+14,434
| +11% | +$2.6M | 1.36% | 16 |
|
|
2023
Q4 | $19.4M | Sell |
127,924
-1,230
| -1% | -$187K | 1.18% | 17 |
|
|
2023
Q3 | $16.4M | Buy |
129,154
+4,113
| +3% | +$523K | 1.11% | 19 |
|
|
2023
Q2 | $16.3M | Sell |
125,041
-5,186
| -4% | -$676K | 1.15% | 19 |
|
|
2023
Q1 | $13.5M | Buy |
130,227
+1,905
| +1% | +$197K | 1.04% | 18 |
|
|
2022
Q4 | $10.8M | Sell |
128,322
-24,466
| -16% | -$2.06M | 1.05% | 16 |
|
|
2022
Q3 | $17.3M | Buy |
152,788
+2,094
| +1% | +$237K | 1.8% | 8 |
|
|
2022
Q2 | $16M | Buy |
150,694
+144,059
| +2,171% | +$15.3M | 1.51% | 12 |
|
|
2022
Q1 | $21.6M | Buy |
6,635
+956
| +17% | +$3.12M | 1.82% | 12 |
|
|
2021
Q4 | $18.9M | Buy |
5,679
+1,172
| +26% | +$3.91M | 1.59% | 11 |
|
|
2021
Q3 | $14.8M | Sell |
4,507
-422
| -9% | -$1.39M | 1.67% | 11 |
|
|
2021
Q2 | $17M | Sell |
4,929
-80
| -2% | -$275K | 2.04% | 11 |
|
|
2021
Q1 | $15.5M | Buy |
5,009
+2,478
| +98% | +$7.67M | 2.48% | 10 |
|
|
2020
Q4 | $8.24M | Buy |
2,531
+111
| +5% | +$362K | 1.72% | 14 |
|
|
2020
Q3 | $7.62M | Sell |
2,420
-75
| -3% | -$236K | 1.87% | 13 |
|
|
2020
Q2 | $6.88M | Buy |
2,495
+408
| +20% | +$1.13M | 1.99% | 13 |
|
|
2020
Q1 | $4.07M | Buy |
2,087
+484
| +30% | +$944K | 1.39% | 17 |
|
|
2019
Q4 | $2.96M | Sell |
1,603
-364
| -19% | -$673K | 1.49% | 16 |
|
|
2019
Q3 | $3.42M | Buy |
1,967
+1,346
| +217% | +$2.34M | 1.73% | 14 |
|
|
2019
Q2 | $1.18M | Hold |
621
| – | – | 1.14% | 29 |
|
|
2019
Q1 | $1.11M | Sell |
621
-7
| -1% | -$12.5K | 0.95% | 30 |
|
|
2018
Q4 | $943K | Buy |
+628
| New | +$943K | 0.94% | 30 |
|