SW
SVB Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Sell |
257,341
-82,524
| -24% | -$18.1M | 3.02% | 6 |
|
|
2025
Q1 | $64.7M | Sell |
339,865
-12,268
| -3% | -$2.33M | 2.66% | 3 |
|
|
2024
Q4 | $77.3M | Buy |
+352,133
| New | +$77.3M | 1.44% | 8 |
|
|
2024
Q3 | – | Sell |
-366,104
| Closed | -$70.7M | – | 49 |
|
|
2024
Q2 | $70.7M | Sell |
366,104
-36,604
| -9% | -$7.07M | 1.75% | 8 |
|
|
2024
Q1 | $72.6M | Sell |
402,708
-27,356
| -6% | -$4.93M | 1.62% | 5 |
|
|
2023
Q4 | $65.3M | Buy |
430,064
+2,529
| +0.6% | +$384K | 1.59% | 10 |
|
|
2023
Q3 | $54.3M | Sell |
427,535
-24,922
| -6% | -$3.17M | 1.19% | 12 |
|
|
2023
Q2 | $59M | Sell |
452,457
-109,723
| -20% | -$14.3M | 1.07% | 13 |
|
|
2023
Q1 | $58.1M | Sell |
562,180
-107,917
| -16% | -$11.1M | 0.81% | 21 |
|
|
2022
Q4 | $56.3M | Sell |
670,097
-53,198
| -7% | -$4.47M | 0.76% | 22 |
|
|
2022
Q3 | $81.7M | Buy |
723,295
+132,295
| +22% | +$14.9M | 1.19% | 14 |
|
|
2022
Q2 | $62.8M | Buy |
591,000
+561,874
| +1,929% | +$59.7M | 0.97% | 16 |
|
|
2022
Q1 | $95M | Sell |
29,126
-694
| -2% | -$2.26M | 1.27% | 14 |
|
|
2021
Q4 | $99.4M | Buy |
29,820
+1,776
| +6% | +$5.92M | 1.63% | 8 |
|
|
2021
Q3 | $92.1M | Buy |
28,044
+1,201
| +4% | +$3.95M | 1.18% | 14 |
|
|
2021
Q2 | $92.3M | Buy |
26,843
+319
| +1% | +$1.1M | 1.17% | 13 |
|
|
2021
Q1 | $82.1M | Sell |
26,524
-5,051
| -16% | -$15.6M | 1.14% | 13 |
|
|
2020
Q4 | $103M | Buy |
31,575
+5,292
| +20% | +$17.2M | 1.51% | 10 |
|
|
2020
Q3 | $82.8M | Buy |
26,283
+783
| +3% | +$2.47M | 1.36% | 11 |
|
|
2020
Q2 | $70.4M | Sell |
25,500
-200
| -0.8% | -$552K | 1.31% | 10 |
|
|
2020
Q1 | $50.1M | Sell |
25,700
-503
| -2% | -$981K | 1.22% | 10 |
|
|
2019
Q4 | $48.4M | Sell |
26,203
-3,056
| -10% | -$5.65M | 0.88% | 16 |
|
|
2019
Q3 | $50.8M | Sell |
29,259
-395
| -1% | -$686K | 1.01% | 14 |
|
|
2019
Q2 | $56.2M | Sell |
29,654
-1,771
| -6% | -$3.35M | 1.89% | 6 |
|
|
2019
Q1 | $56M | Sell |
31,425
-864
| -3% | -$1.54M | 2.21% | 5 |
|
|
2018
Q4 | $48.5M | Buy |
32,289
+732
| +2% | +$1.1M | 2.07% | 6 |
|
|
2018
Q3 | $63.2M | Sell |
31,557
-765
| -2% | -$1.53M | 2.24% | 5 |
|
|
2018
Q2 | $54.9M | Buy |
32,322
+5,479
| +20% | +$9.31M | 2.11% | 5 |
|
|
2018
Q1 | $38.9M | Buy |
26,843
+465
| +2% | +$673K | 1.49% | 8 |
|
|
2017
Q4 | $30.8M | Sell |
26,378
-2,854
| -10% | -$3.34M | 1.16% | 19 |
|
|
2017
Q3 | $28.1M | Sell |
29,232
-346
| -1% | -$333K | 1.08% | 24 |
|
|
2017
Q2 | $28.6M | Buy |
29,578
+865
| +3% | +$837K | 1.12% | 20 |
|
|
2017
Q1 | $25.5M | Buy |
28,713
+1,792
| +7% | +$1.59M | 1.01% | 25 |
|
|
2016
Q4 | $20.2M | Buy |
26,921
+4,084
| +18% | +$3.06M | 0.84% | 39 |
|
|
2016
Q3 | $19.1M | Sell |
22,837
-723
| -3% | -$605K | 0.78% | 41 |
|
|
2016
Q2 | $16.9M | Sell |
23,560
-2,627
| -10% | -$1.88M | 0.69% | 50 |
|
|
2016
Q1 | $15.5M | Sell |
26,187
-478
| -2% | -$284K | 0.63% | 55 |
|
|
2015
Q4 | $18M | Sell |
26,665
-520
| -2% | -$351K | 0.71% | 44 |
|
|
2015
Q3 | $13.9M | Buy |
27,185
+3,098
| +13% | +$1.59M | 0.54% | 58 |
|
|
2015
Q2 | $10.5M | Buy |
24,087
+351
| +1% | +$152K | 0.35% | 83 |
|
|
2015
Q1 | $8.83M | Buy |
23,736
+784
| +3% | +$292K | 0.29% | 95 |
|
|
2014
Q4 | $7.12M | Buy |
+22,952
| New | +$7.12M | 0.23% | 112 |
|