Soundmark Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,271
| Closed | -$1.67M | – | 2 |
|
|
2024
Q1 | $1.67M | Sell |
9,271
-185
| -2% | -$33.4K | 0.74% | 31 |
|
|
2023
Q4 | $1.44M | Sell |
9,456
-125
| -1% | -$19K | 0.71% | 31 |
|
|
2023
Q3 | $1.22M | Sell |
9,581
-1,000
| -9% | -$127K | 0.68% | 32 |
|
|
2023
Q2 | $1.38M | Sell |
10,581
-678
| -6% | -$88.4K | 0.77% | 30 |
|
|
2023
Q1 | $1.16M | Sell |
11,259
-80
| -0.7% | -$8.26K | 0.7% | 32 |
|
|
2022
Q4 | $952K | Sell |
11,339
-180
| -2% | -$15.1K | 0.61% | 33 |
|
|
2022
Q3 | $1.3M | Sell |
11,519
-1,251
| -10% | -$141K | 0.91% | 28 |
|
|
2022
Q2 | $1.36M | Buy |
12,770
+310
| +2% | +$32.9K | 0.97% | 26 |
|
|
2022
Q1 | $2.03M | Buy |
12,460
+100
| +0.8% | +$16.3K | 1.42% | 21 |
|
|
2021
Q4 | $2.06M | Sell |
12,360
-84,380
| -87% | -$14.1M | 1.41% | 20 |
|
|
2021
Q3 | $15.9M | Sell |
96,740
-10,820
| -10% | -$1.78M | 5.73% | 7 |
|
|
2021
Q2 | $18.5M | Buy |
107,560
+23,380
| +28% | +$4.03M | 7.63% | 3 |
|
|
2021
Q1 | $13M | Sell |
84,180
-960
| -1% | -$149K | 7.14% | 5 |
|
|
2020
Q4 | $13.9M | Buy |
+85,140
| New | +$13.9M | 8.85% | 3 |
|