SWM
Sugarloaf Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.79M | Sell |
21,821
-2,238
| -9% | -$491K | 0.91% | 18 |
|
|
2024
Q3 | $4.48M | Buy |
24,059
+19,126
| +388% | +$3.56M | 0.85% | 20 |
|
|
2024
Q2 | $953K | Buy |
4,933
+1,356
| +38% | +$262K | 0.19% | 57 |
|
|
2024
Q1 | $645K | Buy |
3,577
+180
| +5% | +$32.5K | 0.13% | 72 |
|
|
2023
Q4 | $516K | Buy |
3,397
+5
| +0.1% | +$760 | 0.12% | 81 |
|
|
2023
Q3 | $431K | Buy |
3,392
+99
| +3% | +$12.6K | 0.11% | 83 |
|
|
2023
Q2 | $429K | Sell |
3,293
-570
| -15% | -$74.3K | 0.1% | 86 |
|
|
2023
Q1 | $399K | Sell |
3,863
-912
| -19% | -$94.2K | 0.1% | 87 |
|
|
2022
Q4 | $401K | Sell |
4,775
-17,917
| -79% | -$1.5M | 0.1% | 85 |
|
|
2022
Q3 | $2.57M | Buy |
22,692
+2,538
| +13% | +$287K | 0.66% | 19 |
|
|
2022
Q2 | $2.14M | Buy |
20,154
+19,423
| +2,657% | +$2.06M | 0.54% | 30 |
|
|
2022
Q1 | $2.4M | Buy |
731
+74
| +11% | +$243K | 0.57% | 28 |
|
|
2021
Q4 | $2.19M | Buy |
657
+46
| +8% | +$153K | 0.52% | 32 |
|
|
2021
Q3 | $2.01M | Buy |
611
+58
| +10% | +$191K | 0.53% | 29 |
|
|
2021
Q2 | $1.9M | Buy |
553
+48
| +10% | +$165K | 0.52% | 30 |
|
|
2021
Q1 | $1.56K | Buy |
505
+85
| +20% | +$263 | 0.47% | 29 |
|
|
2020
Q4 | $1.37M | Buy |
420
+23
| +6% | +$74.9K | 0.46% | 33 |
|
|
2020
Q3 | $1.25M | Buy |
397
+52
| +15% | +$164K | 0.46% | 34 |
|
|
2020
Q2 | $952K | Buy |
345
+190
| +123% | +$524K | 0.37% | 44 |
|
|
2020
Q1 | $302K | Buy |
155
+20
| +15% | +$39K | 0.14% | 81 |
|
|
2019
Q4 | $249K | Buy |
+135
| New | +$249K | 0.11% | 105 |
|