SSWM
Sheets Smith Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Sell |
93,373
-2,482
| -3% | -$545K | 2.4% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
95,855
+264
| +0.3% | +$50.2K | 2.27% | 6 |
|
|
2024
Q4 | $21M | Buy |
95,591
+653
| +0.7% | +$143K | 2.56% | 4 |
|
|
2024
Q3 | $17.7M | Sell |
94,938
-4,866
| -5% | -$907K | 2.16% | 6 |
|
|
2024
Q2 | $19.3M | Sell |
99,804
-44,718
| -31% | -$8.64M | 2.31% | 5 |
|
|
2024
Q1 | $26.1M | Buy |
144,522
+48,859
| +51% | +$8.81M | 2.92% | 3 |
|
|
2023
Q4 | $14.5M | Sell |
95,663
-4,057
| -4% | -$616K | 2.07% | 9 |
|
|
2023
Q3 | $12.7M | Buy |
99,720
+8,034
| +9% | +$1.02M | 1.93% | 11 |
|
|
2023
Q2 | $12M | Buy |
91,686
+17,044
| +23% | +$2.22M | 1.75% | 12 |
|
|
2023
Q1 | $7.71M | Buy |
74,642
+531
| +0.7% | +$54.8K | 1.18% | 18 |
|
|
2022
Q4 | $6.23M | Sell |
74,111
-20,000
| -21% | -$1.68M | 0.97% | 26 |
|
|
2022
Q3 | $10.6M | Buy |
94,111
+1,151
| +1% | +$130K | 1.78% | 10 |
|
|
2022
Q2 | $9.87M | Buy |
92,960
+88,371
| +1,926% | +$9.39M | 1.63% | 13 |
|
|
2022
Q1 | $15M | Sell |
4,589
-18
| -0.4% | -$58.7K | 2.06% | 9 |
|
|
2021
Q4 | $15.4M | Hold |
4,607
| – | – | 1.91% | 8 |
|
|
2021
Q3 | $15.1M | Sell |
4,607
-73
| -2% | -$240K | 2.05% | 7 |
|
|
2021
Q2 | $16.1M | Sell |
4,680
-15
| -0.3% | -$51.6K | 2.17% | 7 |
|
|
2021
Q1 | $14.5M | Sell |
4,695
-43
| -0.9% | -$133K | 2.14% | 7 |
|
|
2020
Q4 | $15.4M | Buy |
4,738
+138
| +3% | +$449K | 2.33% | 5 |
|
|
2020
Q3 | $14.5M | Sell |
4,600
-68
| -1% | -$214K | 2.52% | 5 |
|
|
2020
Q2 | $12.9M | Sell |
4,668
-1,709
| -27% | -$4.71M | 2.58% | 6 |
|
|
2020
Q1 | $12.4M | Buy |
6,377
+2,100
| +49% | +$4.09M | 2.6% | 5 |
|
|
2019
Q4 | $7.9M | Buy |
4,277
+425
| +11% | +$785K | 1.51% | 11 |
|
|
2019
Q3 | $6.69M | Sell |
3,852
-83
| -2% | -$144K | 1.38% | 13 |
|
|
2019
Q2 | $7.45M | Buy |
3,935
+38
| +1% | +$72K | 1.53% | 9 |
|
|
2019
Q1 | $6.94M | Buy |
3,897
+87
| +2% | +$155K | 1.5% | 10 |
|
|
2018
Q4 | $5.72M | Sell |
3,810
-223
| -6% | -$335K | 1.54% | 12 |
|
|
2018
Q3 | $8.08M | Buy |
4,033
+318
| +9% | +$637K | 1.67% | 7 |
|
|
2018
Q2 | $6.32M | Buy |
3,715
+78
| +2% | +$133K | 1.48% | 11 |
|
|
2018
Q1 | $5.26M | Sell |
3,637
-7
| -0.2% | -$10.1K | 1.26% | 16 |
|
|
2017
Q4 | $4.26M | Buy |
3,644
+334
| +10% | +$391K | 1% | 23 |
|
|
2017
Q3 | $3.18M | Sell |
3,310
-39
| -1% | -$37.5K | 0.8% | 30 |
|
|
2017
Q2 | $3.24M | Sell |
3,349
-57
| -2% | -$55.2K | 0.86% | 28 |
|
|
2017
Q1 | $3.02M | Buy |
3,406
+32
| +0.9% | +$28.4K | 0.8% | 28 |
|
|
2016
Q4 | $2.53M | Sell |
3,374
-100
| -3% | -$75K | 0.71% | 38 |
|
|
2016
Q3 | $2.91M | Buy |
3,474
+1,934
| +126% | +$1.62M | 0.82% | 29 |
|
|
2016
Q2 | $1.1M | Hold |
1,540
| – | – | 0.32% | 87 |
|
|
2016
Q1 | $914K | Hold |
1,540
| – | – | 0.28% | 93 |
|
|
2015
Q4 | $1.04M | Hold |
1,540
| – | – | 0.31% | 85 |
|
|
2015
Q3 | $788K | Hold |
1,540
| – | – | 0.27% | 103 |
|
|
2015
Q2 | $668K | Hold |
1,540
| – | – | 0.18% | 143 |
|
|
2015
Q1 | $573K | Hold |
1,540
| – | – | 0.16% | 158 |
|
|
2014
Q4 | $478K | Hold |
1,540
| – | – | 0.12% | 172 |
|
|
2014
Q3 | $497K | Hold |
1,540
| – | – | 0.14% | 169 |
|
|
2014
Q2 | $500K | Hold |
1,540
| – | – | 0.13% | 178 |
|
|
2014
Q1 | $518K | Hold |
1,540
| – | – | 0.14% | 173 |
|
|
2013
Q4 | $614K | Hold |
1,540
| – | – | 0.17% | 160 |
|
|
2013
Q3 | $481K | Hold |
1,540
| – | – | 0.16% | 169 |
|
|
2013
Q2 | $428K | Buy |
+1,540
| New | +$428K | 0.15% | 178 |
|