SWM
Sendero Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
104,507
+955
| +0.9% | +$210K | 2.86% | 7 |
|
|
2025
Q1 | $19.7M | Buy |
103,552
+12,445
| +14% | +$2.37M | 2.73% | 7 |
|
|
2024
Q4 | $20M | Buy |
91,107
+2,125
| +2% | +$466K | 2.98% | 5 |
|
|
2024
Q3 | $16.6M | Buy |
88,982
+1,085
| +1% | +$202K | 2.61% | 6 |
|
|
2024
Q2 | $17M | Sell |
87,897
-761
| -0.9% | -$147K | 2.86% | 6 |
|
|
2024
Q1 | $16M | Sell |
88,658
-27,048
| -23% | -$4.88M | 2.75% | 6 |
|
|
2023
Q4 | $17.6M | Buy |
115,706
+2,593
| +2% | +$394K | 3.31% | 5 |
|
|
2023
Q3 | $14.4M | Sell |
113,113
-919
| -0.8% | -$117K | 3.09% | 5 |
|
|
2023
Q2 | $14.9M | Buy |
114,032
+15,246
| +15% | +$1.99M | 3.25% | 4 |
|
|
2023
Q1 | $10.2M | Buy |
98,786
+32,269
| +49% | +$3.33M | 3.12% | 5 |
|
|
2022
Q4 | $5.59M | Buy |
66,517
+13,969
| +27% | +$1.17M | 1.99% | 5 |
|
|
2022
Q3 | $5.94M | Buy |
52,548
+12,889
| +32% | +$1.46M | 2.47% | 7 |
|
|
2022
Q2 | $4.21M | Buy |
39,659
+37,704
| +1,929% | +$4M | 4.04% | 5 |
|
|
2022
Q1 | $6.37M | Buy |
1,955
+133
| +7% | +$434K | 2.94% | 6 |
|
|
2021
Q4 | $6.08M | Buy |
+1,822
| New | +$6.08M | 2.7% | 6 |
|