SWM
Selective Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
4,961
+423
| +9% | +$94.1K | 0.4% | 33 |
|
|
2025
Q1 | $839K | Sell |
4,538
-281
| -6% | -$51.9K | 0.37% | 41 |
|
|
2024
Q4 | $1.05M | Sell |
4,819
-121
| -2% | -$26.3K | 0.43% | 36 |
|
|
2024
Q3 | $903K | Sell |
4,940
-186
| -4% | -$34K | 0.37% | 40 |
|
|
2024
Q2 | $1.02M | Sell |
5,126
-128
| -2% | -$25.5K | 0.45% | 33 |
|
|
2024
Q1 | $977K | Hold |
5,254
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $760K | Buy |
5,254
+167
| +3% | +$24.1K | 0.38% | 36 |
|
|
2023
Q3 | $646K | Sell |
5,087
-817
| -14% | -$104K | 0.35% | 36 |
|
|
2023
Q2 | $751K | Buy |
+5,904
| New | +$751K | 0.37% | 36 |
|
|
2022
Q4 | $524K | Sell |
5,387
-1,053
| -16% | -$102K | 0.28% | 49 |
|
|
2022
Q3 | $728K | Hold |
6,440
| – | – | 0.31% | 45 |
|
|
2022
Q2 | $684K | Buy |
6,440
+6,161
| +2,208% | +$654K | 0.24% | 60 |
|
|
2022
Q1 | $910K | Sell |
279
-48
| -15% | -$157K | 0.33% | 41 |
|
|
2021
Q4 | $1.09M | Sell |
327
-3
| -0.9% | -$10K | 0.44% | 33 |
|
|
2021
Q3 | $1.08M | Buy |
330
+132
| +67% | +$434K | 0.57% | 30 |
|
|
2021
Q2 | $681K | Buy |
198
+160
| +421% | +$550K | 0.54% | 29 |
|
|
2021
Q1 | $118K | Hold |
38
| – | – | 0.11% | 70 |
|
|
2020
Q4 | $124K | Buy |
38
+6
| +19% | +$19.6K | 0.08% | 69 |
|
|
2020
Q3 | $101K | Sell |
32
-21
| -40% | -$66.3K | 0.08% | 76 |
|
|
2020
Q2 | $146K | Hold |
53
| – | – | 0.12% | 60 |
|
|
2020
Q1 | $103K | Hold |
53
| – | – | 0.16% | 41 |
|
|
2019
Q4 | $98K | Sell |
53
-3
| -5% | -$5.55K | 0.12% | 49 |
|
|
2019
Q3 | $97K | Buy |
+56
| New | +$97K | 0.13% | 52 |
|
|
2018
Q3 | $20K | Buy |
+10
| New | +$20K | 0.24% | 56 |
|