Surience Private Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,760
| Closed | -$328K | – | 24 |
|
|
2024
Q3 | $328K | Hold |
1,760
| – | – | 0.34% | 21 |
|
|
2024
Q2 | $340K | Hold |
1,760
| – | – | 0.44% | 24 |
|
|
2024
Q1 | $317K | Sell |
1,760
-24,808
| -93% | -$4.47M | 0.3% | 26 |
|
|
2023
Q4 | $4.04M | Buy |
26,568
+12,336
| +87% | +$1.87M | 4.1% | 7 |
|
|
2023
Q3 | $1.81M | Buy |
14,232
+12,472
| +709% | +$1.59M | 3.5% | 11 |
|
|
2023
Q2 | $229K | Buy |
+1,760
| New | +$229K | 0.33% | 25 |
|
|
2022
Q2 | – | Sell |
-1,760
| Closed | -$287K | – | 15 |
|
|
2022
Q1 | $287K | Sell |
1,760
-440
| -20% | -$71.8K | 0.25% | 22 |
|
|
2021
Q4 | $367K | Buy |
+2,200
| New | +$367K | 0.3% | 20 |
|