SWP
Strategic Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
+74,822
| New | +$16.4M | 1.29% | 16 |
|
|
2024
Q4 | $16.1M | Buy |
69,757
+4,070
| +6% | +$938K | 1.33% | 14 |
|
|
2024
Q3 | $12.2M | Buy |
65,687
+6,712
| +11% | +$1.25M | 1.18% | 15 |
|
|
2024
Q2 | $11.4M | Buy |
58,975
+3,553
| +6% | +$687K | 1.19% | 16 |
|
|
2024
Q1 | $10M | Buy |
55,422
+2,448
| +5% | +$442K | 1.1% | 18 |
|
|
2023
Q4 | $8.05M | Buy |
52,974
+2,251
| +4% | +$342K | 0.99% | 20 |
|
|
2023
Q3 | $6.45M | Sell |
50,723
-34,792
| -41% | -$4.42M | 0.85% | 21 |
|
|
2023
Q2 | $11.1M | Buy |
85,515
+48,293
| +130% | +$6.3M | 1.44% | 14 |
|
|
2023
Q1 | $3.84M | Sell |
37,222
-3,708
| -9% | -$383K | 0.59% | 41 |
|
|
2022
Q4 | $3.44M | Buy |
40,930
+4,360
| +12% | +$366K | 0.64% | 41 |
|
|
2022
Q3 | $4.13M | Sell |
36,570
-1,722
| -4% | -$195K | 0.88% | 24 |
|
|
2022
Q2 | $4.07M | Buy |
38,292
+36,288
| +1,811% | +$3.85M | 0.88% | 26 |
|
|
2022
Q1 | $6.53M | Hold |
2,004
| – | – | 1.28% | 13 |
|
|
2021
Q4 | $6.68M | Buy |
2,004
+436
| +28% | +$1.45M | 1.27% | 12 |
|
|
2021
Q3 | $5.15M | Buy |
1,568
+300
| +24% | +$986K | 1.51% | 12 |
|
|
2021
Q2 | $4.36M | Buy |
1,268
+379
| +43% | +$1.3M | 1.42% | 12 |
|
|
2021
Q1 | $2.75M | Buy |
889
+78
| +10% | +$241K | 1.1% | 19 |
|
|
2020
Q4 | $2.64M | Buy |
811
+231
| +40% | +$752K | 1.11% | 17 |
|
|
2020
Q3 | $1.83M | Buy |
580
+63
| +12% | +$198K | 0.92% | 20 |
|
|
2020
Q2 | $1.43M | Buy |
517
+60
| +13% | +$165K | 0.74% | 37 |
|
|
2020
Q1 | $845K | Buy |
+457
| New | +$845K | 0.44% | 70 |
|
|
2019
Q4 | – | Sell |
-509
| Closed | -$78.9K | – | 155 |
|
|
2019
Q3 | $78.9K | Sell |
509
-79
| -13% | -$12.2K | 0.41% | 69 |
|
|
2019
Q2 | $1.11M | Buy |
588
+34
| +6% | +$64.4K | 0.54% | 55 |
|
|
2019
Q1 | $1.01M | Sell |
554
-33
| -6% | -$59.9K | 0.46% | 68 |
|
|
2018
Q4 | $965K | Sell |
587
-22
| -4% | -$36.2K | 0.49% | 63 |
|
|
2018
Q3 | $1.22M | Sell |
609
-15
| -2% | -$30K | 0.65% | 47 |
|
|
2018
Q2 | $1.06M | Buy |
624
+93
| +18% | +$158K | 0.61% | 45 |
|
|
2018
Q1 | $769K | Buy |
531
+77
| +17% | +$112K | 0.4% | 91 |
|
|
2017
Q4 | $513K | Buy |
+454
| New | +$513K | 0.28% | 109 |
|