SWM
Sanctuary Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $88.2K | Hold |
402
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $74.9K | Buy |
402
+40
| +11% | +$7.45K | 0.05% | 75 |
|
|
2024
Q2 | $70K | Buy |
362
+23
| +7% | +$4.45K | 0.05% | 72 |
|
|
2024
Q1 | $61.1K | Sell |
339
-120
| -26% | -$21.6K | 0.05% | 81 |
|
|
2023
Q4 | $69.7K | Sell |
459
-51
| -10% | -$7.75K | 0.07% | 73 |
|
|
2023
Q3 | $64.8K | Buy |
510
+71
| +16% | +$9.03K | 0.07% | 65 |
|
|
2023
Q2 | $57.2K | Buy |
+439
| New | +$57.2K | 0.06% | 74 |
|
|
2022
Q4 | $37K | Buy |
+440
| New | +$37K | 0.04% | 76 |
|
|
2021
Q2 | – | Sell |
-67
| Closed | -$207K | – | 38 |
|
|
2021
Q1 | $207K | Hold |
67
| – | – | 0.27% | 32 |
|
|
2020
Q4 | $218K | Buy |
67
+1
| +2% | +$3.25K | 0.26% | 35 |
|
|
2020
Q3 | $208K | Sell |
66
-83
| -56% | -$262K | 0.2% | 30 |
|
|
2020
Q2 | $411K | Sell |
149
-17
| -10% | -$46.9K | 0.43% | 21 |
|
|
2020
Q1 | $324K | Buy |
+166
| New | +$324K | 0.43% | 14 |
|