RWA
Ropes Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.1M | Sell |
87,196
-6,643
| -7% | -$844K | 2.15% | 6 |
|
|
2023
Q2 | $12.2M | Buy |
93,839
+2,795
| +3% | +$364K | 2.03% | 7 |
|
|
2023
Q1 | $9.4M | Buy |
91,044
+1,686
| +2% | +$174K | 1.7% | 10 |
|
|
2022
Q4 | $7.51M | Sell |
89,358
-2,883
| -3% | -$242K | 1.35% | 14 |
|
|
2022
Q3 | $10.4M | Sell |
92,241
-909
| -1% | -$103K | 2.19% | 7 |
|
|
2022
Q2 | $9.89M | Buy |
93,150
+87,737
| +1,621% | +$9.32M | 2.03% | 7 |
|
|
2022
Q1 | $17.6M | Buy |
5,413
+738
| +16% | +$2.41M | 3.03% | 4 |
|
|
2021
Q4 | $15.6M | Sell |
4,675
-96
| -2% | -$320K | 2.74% | 4 |
|
|
2021
Q3 | $15.7M | Sell |
4,771
-158
| -3% | -$519K | 2.51% | 5 |
|
|
2021
Q2 | $17M | Buy |
4,929
+225
| +5% | +$774K | 2.68% | 5 |
|
|
2021
Q1 | $15.2M | Buy |
4,704
+442
| +10% | +$1.42M | 2.66% | 5 |
|
|
2020
Q4 | $13.9M | Buy |
4,262
+93
| +2% | +$303K | 2.15% | 5 |
|
|
2020
Q3 | $13.1M | Buy |
4,169
+15
| +0.4% | +$47.2K | 2.54% | 5 |
|
|
2020
Q2 | $11.5M | Buy |
4,154
+108
| +3% | +$298K | 2.34% | 5 |
|
|
2020
Q1 | $7.89M | Sell |
4,046
-1
| -0% | -$1.95K | 2% | 5 |
|
|
2019
Q4 | $7.48M | Sell |
4,047
-300
| -7% | -$554K | 1.61% | 9 |
|
|
2019
Q3 | $7.55M | Sell |
4,347
-89
| -2% | -$154K | 1.6% | 9 |
|
|
2019
Q2 | $8.4M | Buy |
4,436
+320
| +8% | +$606K | 1.77% | 8 |
|
|
2019
Q1 | $7.33M | Buy |
4,116
+193
| +5% | +$344K | 1.94% | 8 |
|
|
2018
Q4 | $5.89M | Hold |
3,923
| – | – | 1.7% | 10 |
|
|
2018
Q3 | $7.86M | Sell |
3,923
-26
| -0.7% | -$52.1K | 1.94% | 9 |
|
|
2018
Q2 | $6.71M | Sell |
3,949
-1
| -0% | -$1.7K | 1.82% | 9 |
|
|
2018
Q1 | $5.72M | Sell |
3,950
-181
| -4% | -$262K | 1.57% | 12 |
|
|
2017
Q4 | $4.83M | Sell |
4,131
-14
| -0.3% | -$16.4K | 1.26% | 18 |
|
|
2017
Q3 | $3.99M | Buy |
4,145
+117
| +3% | +$112K | 1.08% | 22 |
|
|
2017
Q2 | $3.9M | Buy |
4,028
+2,341
| +139% | +$2.27M | 1.1% | 20 |
|
|
2017
Q1 | $1.5M | Buy |
1,687
+4
| +0.2% | +$3.55K | 0.43% | 57 |
|
|
2016
Q4 | $1.26M | Buy |
1,683
+110
| +7% | +$82.5K | 0.4% | 60 |
|
|
2016
Q3 | $1.32M | Sell |
1,573
-22
| -1% | -$18.4K | 0.45% | 53 |
|
|
2016
Q2 | $1.14M | Buy |
1,595
+64
| +4% | +$45.8K | 0.4% | 54 |
|
|
2016
Q1 | $909K | Buy |
1,531
+100
| +7% | +$59.4K | 0.4% | 55 |
|
|
2015
Q4 | $967K | Buy |
1,431
+407
| +40% | +$275K | 0.43% | 51 |
|
|
2015
Q3 | $524K | Hold |
1,024
| – | – | 0.27% | 66 |
|
|
2015
Q2 | $445K | Hold |
1,024
| – | – | 0.24% | 75 |
|
|
2015
Q1 | $381K | Buy |
+1,024
| New | +$381K | 0.2% | 88 |
|