SWM
Spire Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3M | Sell |
308,004
-52,491
| -15% | -$11.5M | 2.42% | 6 |
|
|
2025
Q1 | $68.6M | Sell |
360,495
-13,090
| -4% | -$2.49M | 2.2% | 6 |
|
|
2024
Q4 | $82M | Buy |
373,585
+19,926
| +6% | +$4.37M | 2.55% | 5 |
|
|
2024
Q3 | $65.9M | Buy |
353,659
+2,595
| +0.7% | +$484K | 2.22% | 7 |
|
|
2024
Q2 | $67.8M | Sell |
351,064
-18,560
| -5% | -$3.59M | 2.39% | 7 |
|
|
2024
Q1 | $89.9M | Sell |
369,624
-2,703
| -0.7% | -$658K | 1.63% | 16 |
|
|
2023
Q4 | $57.8M | Buy |
372,327
+12,652
| +4% | +$1.97M | 1.91% | 7 |
|
|
2023
Q3 | $45.7M | Buy |
359,675
+13,880
| +4% | +$1.76M | 1.74% | 7 |
|
|
2023
Q2 | $45.1M | Sell |
345,795
-17,749
| -5% | -$2.31M | 1.66% | 8 |
|
|
2023
Q1 | $37.6M | Buy |
363,544
+23,662
| +7% | +$2.44M | 1.46% | 9 |
|
|
2022
Q4 | $28.6M | Sell |
339,882
-18,805
| -5% | -$1.58M | 1.61% | 9 |
|
|
2022
Q3 | $40.5M | Sell |
358,687
-114,978
| -24% | -$13M | 2.46% | 6 |
|
|
2022
Q2 | $50.3M | Buy |
473,665
+442,220
| +1,406% | +$47M | 2.07% | 5 |
|
|
2022
Q1 | $103M | Sell |
31,445
-3,282
| -9% | -$10.7M | 2.75% | 3 |
|
|
2021
Q4 | $116M | Buy |
34,727
+2,381
| +7% | +$7.94M | 2.57% | 3 |
|
|
2021
Q3 | $106M | Buy |
32,346
+134
| +0.4% | +$440K | 2.82% | 3 |
|
|
2021
Q2 | $111M | Sell |
32,212
-3,082
| -9% | -$10.6M | 3% | 2 |
|
|
2021
Q1 | $108M | Buy |
+35,294
| New | +$108M | 2.86% | 2 |
|