SWM
Stockman Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
91,608
+2,460
| +3% | +$540K | 2.73% | 9 |
|
|
2025
Q1 | $17M | Sell |
89,148
-194
| -0.2% | -$36.9K | 2.51% | 10 |
|
|
2024
Q4 | $19.6M | Sell |
89,342
-52
| -0.1% | -$11.4K | 3.07% | 6 |
|
|
2024
Q3 | $16.7M | Buy |
89,394
+2,454
| +3% | +$457K | 2.59% | 7 |
|
|
2024
Q2 | $16.8M | Sell |
86,940
-2,378
| -3% | -$460K | 2.94% | 6 |
|
|
2024
Q1 | $16.1M | Sell |
89,318
-5,101
| -5% | -$920K | 2.84% | 6 |
|
|
2023
Q4 | $14.3M | Sell |
94,419
-1,801
| -2% | -$274K | 2.86% | 6 |
|
|
2023
Q3 | $12.2M | Sell |
96,220
-3,052
| -3% | -$388K | 2.69% | 7 |
|
|
2023
Q2 | $12.9M | Sell |
99,272
-25,087
| -20% | -$3.27M | 2.78% | 6 |
|
|
2023
Q1 | $12.8M | Buy |
124,359
+72,506
| +140% | +$7.49M | 2.87% | 4 |
|
|
2022
Q4 | $4.36M | Buy |
51,853
+12,883
| +33% | +$1.08M | 1% | 39 |
|
|
2022
Q3 | $4.4M | Sell |
38,970
-390
| -1% | -$44.1K | 1.19% | 34 |
|
|
2022
Q2 | $4.18M | Buy |
39,360
+38,319
| +3,681% | +$4.07M | 1.07% | 37 |
|
|
2022
Q1 | $3.39M | Buy |
1,041
+23
| +2% | +$75K | 0.7% | 42 |
|
|
2021
Q4 | $3.39M | Buy |
1,018
+18
| +2% | +$60K | 0.69% | 44 |
|
|
2021
Q3 | $3.29M | Buy |
1,000
+72
| +8% | +$237K | 0.73% | 44 |
|
|
2021
Q2 | $3.19M | Buy |
928
+742
| +399% | +$2.55M | 0.76% | 44 |
|
|
2021
Q1 | $575K | Sell |
186
-4
| -2% | -$12.4K | 0.16% | 92 |
|
|
2020
Q4 | $619K | Hold |
190
| – | – | 0.19% | 84 |
|
|
2020
Q3 | $598K | Hold |
190
| – | – | 0.22% | 78 |
|
|
2020
Q2 | $524K | Sell |
190
-28
| -13% | -$77.2K | 0.2% | 86 |
|
|
2020
Q1 | $425K | Sell |
218
-12
| -5% | -$23.4K | 0.19% | 86 |
|
|
2019
Q4 | $425K | Buy |
230
+4
| +2% | +$7.39K | 0.15% | 106 |
|
|
2019
Q3 | $392K | Buy |
226
+28
| +14% | +$48.6K | 0.15% | 104 |
|
|
2019
Q2 | $375K | Buy |
198
+25
| +14% | +$47.3K | 0.15% | 104 |
|
|
2019
Q1 | $308K | Hold |
173
| – | – | 0.13% | 114 |
|
|
2018
Q4 | $260K | Buy |
173
+28
| +19% | +$42.1K | 0.12% | 124 |
|
|
2018
Q3 | $290K | Buy |
145
+5
| +4% | +$10K | 0.13% | 121 |
|
|
2018
Q2 | $238K | Buy |
+140
| New | +$238K | 0.11% | 126 |
|