Schwarz Dygos Wheeler Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
17,977
-928
| -5% | -$204K | 0.9% | 30 |
|
|
2025
Q1 | $3.6M | Sell |
18,905
-646
| -3% | -$123K | 0.85% | 28 |
|
|
2024
Q4 | $4.29M | Buy |
19,551
+875
| +5% | +$192K | 1.05% | 24 |
|
|
2024
Q3 | $3.48M | Buy |
18,676
+1,388
| +8% | +$259K | 0.87% | 26 |
|
|
2024
Q2 | $3.34M | Sell |
17,288
-42
| -0.2% | -$8.12K | 0.9% | 27 |
|
|
2024
Q1 | $3.13M | Sell |
17,330
-2,711
| -14% | -$489K | 0.87% | 27 |
|
|
2023
Q4 | $3.05M | Buy |
20,041
+2,057
| +11% | +$313K | 0.94% | 25 |
|
|
2023
Q3 | $2.29M | Buy |
17,984
+384
| +2% | +$48.8K | 0.77% | 35 |
|
|
2023
Q2 | $2.29M | Sell |
17,600
-1,727
| -9% | -$225K | 0.76% | 33 |
|
|
2023
Q1 | $2M | Buy |
19,327
+5,313
| +38% | +$549K | 0.72% | 36 |
|
|
2022
Q4 | $1.18M | Sell |
14,014
-1,616
| -10% | -$136K | 0.46% | 46 |
|
|
2022
Q3 | $1.77M | Buy |
15,630
+351
| +2% | +$39.7K | 0.78% | 36 |
|
|
2022
Q2 | $1.62M | Buy |
15,279
+1,079
| +8% | +$115K | 0.65% | 39 |
|
|
2022
Q1 | $2.32M | Buy |
14,200
+40
| +0.3% | +$6.52K | 0.78% | 36 |
|
|
2021
Q4 | $2.36M | Sell |
14,160
-180
| -1% | -$30K | 0.8% | 34 |
|
|
2021
Q3 | $2.36M | Buy |
14,340
+120
| +0.8% | +$19.7K | 0.86% | 34 |
|
|
2021
Q2 | $2.45M | Sell |
14,220
-40
| -0.3% | -$6.88K | 0.89% | 34 |
|
|
2021
Q1 | $2.21M | Buy |
14,260
+80
| +0.6% | +$12.4K | 0.91% | 33 |
|
|
2020
Q4 | $2.31M | Buy |
14,180
+640
| +5% | +$104K | 1.11% | 25 |
|
|
2020
Q3 | $2.13M | Sell |
13,540
-220
| -2% | -$34.6K | 1.21% | 22 |
|
|
2020
Q2 | $2.14M | Sell |
13,760
-660
| -5% | -$102K | 1.39% | 16 |
|
|
2020
Q1 | $1.41M | Buy |
14,420
+540
| +4% | +$52.7K | 1.19% | 23 |
|
|
2019
Q4 | $1.28M | Buy |
13,880
+120
| +0.9% | +$11.1K | 0.88% | 32 |
|
|
2019
Q3 | $1.19M | Hold |
13,760
| – | – | 0.95% | 30 |
|
|
2019
Q2 | $1.3M | Hold |
13,760
| – | – | 1.07% | 26 |
|
|
2019
Q1 | $1.23M | Sell |
13,760
-2,000
| -13% | -$178K | 1.05% | 26 |
|
|
2018
Q4 | $1.18M | Buy |
+15,760
| New | +$1.18M | 1.28% | 21 |
|