SWM
Segment Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
30,794
+32
| +0.1% | +$7.02K | 0.43% | 64 |
|
|
2025
Q1 | $5.85M | Sell |
30,762
-932
| -3% | -$177K | 0.4% | 66 |
|
|
2024
Q4 | $6.95M | Sell |
31,694
-1,305
| -4% | -$286K | 0.47% | 65 |
|
|
2024
Q3 | $6.15M | Buy |
32,999
+310
| +0.9% | +$57.8K | 0.42% | 66 |
|
|
2024
Q2 | $6.32M | Sell |
32,689
-478
| -1% | -$92.4K | 0.47% | 64 |
|
|
2024
Q1 | $5.98M | Buy |
33,167
+97
| +0.3% | +$17.5K | 0.45% | 65 |
|
|
2023
Q4 | $5.02M | Buy |
33,070
+1,185
| +4% | +$180K | 0.44% | 68 |
|
|
2023
Q3 | $4.05M | Buy |
31,885
+1,726
| +6% | +$219K | 0.41% | 69 |
|
|
2023
Q2 | $3.93M | Buy |
30,159
+832
| +3% | +$108K | 0.4% | 72 |
|
|
2023
Q1 | $3.03M | Buy |
29,327
+60
| +0.2% | +$6.2K | 0.34% | 72 |
|
|
2022
Q4 | $2.46M | Buy |
29,267
+429
| +1% | +$36K | 0.28% | 77 |
|
|
2022
Q3 | $3.26M | Buy |
28,838
+368
| +1% | +$41.6K | 0.41% | 72 |
|
|
2022
Q2 | $3.02M | Buy |
28,470
+26,715
| +1,522% | +$2.84M | 0.38% | 69 |
|
|
2022
Q1 | $5.72M | Buy |
1,755
+80
| +5% | +$261K | 0.59% | 62 |
|
|
2021
Q4 | $5.59M | Buy |
1,675
+324
| +24% | +$1.08M | 0.59% | 64 |
|
|
2021
Q3 | $4.44M | Sell |
1,351
-19
| -1% | -$62.4K | 0.53% | 65 |
|
|
2021
Q2 | $4.71M | Buy |
1,370
+6
| +0.4% | +$20.6K | 0.56% | 65 |
|
|
2021
Q1 | $4.22M | Buy |
1,364
+49
| +4% | +$152K | 0.56% | 65 |
|
|
2020
Q4 | $4.28M | Buy |
1,315
+42
| +3% | +$137K | 0.62% | 62 |
|
|
2020
Q3 | $4.01M | Buy |
1,273
+100
| +9% | +$315K | 0.65% | 57 |
|
|
2020
Q2 | $3.24M | Buy |
1,173
+12
| +1% | +$33.1K | 0.6% | 63 |
|
|
2020
Q1 | $2.26M | Sell |
1,161
-25
| -2% | -$48.8K | 0.5% | 62 |
|
|
2019
Q4 | $2.19M | Buy |
1,186
+134
| +13% | +$248K | 0.37% | 77 |
|
|
2019
Q3 | $1.83M | Buy |
1,052
+15
| +1% | +$26K | 0.36% | 73 |
|
|
2019
Q2 | $1.96M | Buy |
1,037
+15
| +1% | +$28.4K | 0.4% | 72 |
|
|
2019
Q1 | $1.82M | Sell |
1,022
-18
| -2% | -$32.1K | 0.39% | 78 |
|
|
2018
Q4 | $1.56M | Buy |
1,040
+18
| +2% | +$27K | 0.39% | 77 |
|
|
2018
Q3 | $2.05M | Buy |
1,022
+33
| +3% | +$66.1K | 0.45% | 74 |
|
|
2018
Q2 | $1.68M | Buy |
989
+14
| +1% | +$23.8K | 0.4% | 82 |
|
|
2018
Q1 | $1.41M | Buy |
975
+56
| +6% | +$81.1K | 0.35% | 86 |
|
|
2017
Q4 | $1.07M | Buy |
919
+38
| +4% | +$44.4K | 0.26% | 93 |
|
|
2017
Q3 | $847K | Buy |
881
+116
| +15% | +$112K | 0.22% | 97 |
|
|
2017
Q2 | $741K | Buy |
765
+337
| +79% | +$326K | 0.2% | 101 |
|
|
2017
Q1 | $379K | Buy |
428
+1
| +0.2% | +$886 | 0.12% | 125 |
|
|
2016
Q4 | $320K | Hold |
427
| – | – | 0.12% | 121 |
|
|
2016
Q3 | $358K | Buy |
427
+30
| +8% | +$25.2K | 0.14% | 111 |
|
|
2016
Q2 | $284K | Buy |
+397
| New | +$284K | 0.12% | 117 |
|