SWP
Summit Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
5,612
+131
| +2% | +$28.7K | 0.23% | 72 |
|
|
2025
Q1 | $1.04M | Buy |
5,481
+370
| +7% | +$70.4K | 0.21% | 79 |
|
|
2024
Q4 | $1.12M | Buy |
5,111
+810
| +19% | +$178K | 0.23% | 76 |
|
|
2024
Q3 | $801K | Hold |
4,301
| – | – | 0.15% | 100 |
|
|
2024
Q2 | $831K | Hold |
4,301
| – | – | 0.17% | 93 |
|
|
2024
Q1 | $776K | Sell |
4,301
-200
| -4% | -$36.1K | 0.17% | 94 |
|
|
2023
Q4 | $684K | Buy |
4,501
+50
| +1% | +$7.6K | 0.16% | 97 |
|
|
2023
Q3 | $566K | Sell |
4,451
-649
| -13% | -$82.5K | 0.14% | 97 |
|
|
2023
Q2 | $665K | Sell |
5,100
-2,831
| -36% | -$369K | 0.17% | 87 |
|
|
2023
Q1 | $819K | Buy |
7,931
+150
| +2% | +$15.5K | 0.21% | 78 |
|
|
2022
Q4 | $654K | Sell |
7,781
-549
| -7% | -$46.1K | 0.17% | 87 |
|
|
2022
Q3 | $941K | Buy |
8,330
+20
| +0.2% | +$2.26K | 0.27% | 59 |
|
|
2022
Q2 | $883K | Buy |
8,310
+7,917
| +2,015% | +$841K | 0.24% | 59 |
|
|
2022
Q1 | $1.28M | Buy |
393
+23
| +6% | +$75K | 0.29% | 47 |
|
|
2021
Q4 | $1.23M | Buy |
370
+6
| +2% | +$20K | 0.26% | 51 |
|
|
2021
Q3 | $1.2M | Buy |
364
+2
| +0.6% | +$6.57K | 0.28% | 48 |
|
|
2021
Q2 | $1.25M | Hold |
362
| – | – | 0.3% | 50 |
|
|
2021
Q1 | $1.12M | Hold |
362
| – | – | 0.29% | 50 |
|
|
2020
Q4 | $1.18M | Hold |
362
| – | – | 0.32% | 50 |
|
|
2020
Q3 | $1.14M | Buy |
362
+15
| +4% | +$47.2K | 0.34% | 51 |
|
|
2020
Q2 | $957K | Buy |
347
+18
| +5% | +$49.7K | 0.31% | 56 |
|
|
2020
Q1 | $641K | Buy |
329
+163
| +98% | +$318K | 0.26% | 55 |
|
|
2019
Q4 | $307K | Buy |
+166
| New | +$307K | 0.11% | 91 |
|