SDWMA
Schneider Downs Wealth Management Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
5,593
-719
| -11% | -$158K | 0.18% | 57 |
|
|
2025
Q1 | $1.2M | Buy |
6,312
+419
| +7% | +$79.7K | 0.22% | 51 |
|
|
2024
Q4 | $1.29M | Sell |
5,893
-134
| -2% | -$29.4K | 0.24% | 51 |
|
|
2024
Q3 | $1.12M | Buy |
6,027
+2,026
| +51% | +$378K | 0.23% | 50 |
|
|
2024
Q2 | $773K | Sell |
4,001
-294
| -7% | -$56.8K | 0.17% | 57 |
|
|
2024
Q1 | $775K | Buy |
4,295
+1,086
| +34% | +$196K | 0.18% | 56 |
|
|
2023
Q4 | $488K | Sell |
3,209
-240
| -7% | -$36.5K | 0.13% | 69 |
|
|
2023
Q3 | $438K | Buy |
3,449
+618
| +22% | +$78.6K | 0.1% | 63 |
|
|
2023
Q2 | $369K | Hold |
2,831
| – | – | 0.08% | 77 |
|
|
2023
Q1 | $292K | Sell |
2,831
-920
| -25% | -$95K | 0.06% | 89 |
|
|
2022
Q4 | $315K | Sell |
3,751
-2,316
| -38% | -$195K | 0.07% | 87 |
|
|
2022
Q3 | $686K | Sell |
6,067
-1,661
| -21% | -$188K | 0.2% | 44 |
|
|
2022
Q2 | $821K | Buy |
7,728
+7,359
| +1,994% | +$782K | 0.23% | 44 |
|
|
2022
Q1 | $1.2M | Buy |
369
+60
| +19% | +$196K | 0.31% | 36 |
|
|
2021
Q4 | $1.03M | Buy |
309
+5
| +2% | +$16.7K | 0.25% | 44 |
|
|
2021
Q3 | $999K | Buy |
304
+51
| +20% | +$168K | 0.26% | 45 |
|
|
2021
Q2 | $870K | Buy |
253
+19
| +8% | +$65.3K | 0.23% | 44 |
|
|
2021
Q1 | $724K | Buy |
234
+87
| +59% | +$269K | 0.18% | 50 |
|
|
2020
Q4 | $479K | Sell |
147
-50
| -25% | -$163K | 0.13% | 47 |
|
|
2020
Q3 | $620K | Buy |
197
+45
| +30% | +$142K | 0.21% | 40 |
|
|
2020
Q2 | $419K | Buy |
152
+18
| +13% | +$49.6K | 0.14% | 49 |
|
|
2020
Q1 | $261K | Buy |
+134
| New | +$261K | 0.1% | 68 |
|