THWM
Taylor Hoffman Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Buy |
1,665
+454
| +37% | +$89.5K | 0.13% | 93 |
|
|
2024
Q1 | $218K | Buy |
+1,211
| New | +$218K | 0.09% | 102 |
|
|
2022
Q2 | – | Sell |
-76
| Closed | -$248K | – | 129 |
|
|
2022
Q1 | $248K | Hold |
76
| – | – | 0.1% | 122 |
|
|
2021
Q4 | $253K | Hold |
76
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $250K | Hold |
76
| – | – | 0.11% | 118 |
|
|
2021
Q2 | $261K | Sell |
76
-8
| -10% | -$27.5K | 0.11% | 113 |
|
|
2021
Q1 | $260K | Hold |
84
| – | – | 0.12% | 111 |
|
|
2020
Q4 | $274K | Buy |
84
+4
| +5% | +$13K | 0.14% | 110 |
|
|
2020
Q3 | $252K | Sell |
80
-6
| -7% | -$18.9K | 0.15% | 109 |
|
|
2020
Q2 | $237K | Buy |
+86
| New | +$237K | 0.15% | 112 |
|
|
2020
Q1 | – | Sell |
-86
| Closed | -$159K | – | 120 |
|
|
2019
Q4 | $159K | Buy |
86
+10
| +13% | +$18.5K | 0.1% | 127 |
|
|
2019
Q3 | $132K | Hold |
76
| – | – | 0.09% | 137 |
|
|
2019
Q2 | $144K | Hold |
76
| – | – | 0.12% | 130 |
|
|
2019
Q1 | $135K | Hold |
76
| – | – | 0.1% | 128 |
|
|
2018
Q4 | $114K | Hold |
76
| – | – | 0.1% | 125 |
|
|
2018
Q3 | $152K | Buy |
76
+50
| +192% | +$100K | 0.12% | 113 |
|
|
2018
Q2 | $44K | Hold |
26
| – | – | 0.04% | 185 |
|
|
2018
Q1 | $38K | Hold |
26
| – | – | 0.03% | 200 |
|
|
2017
Q4 | $30K | Buy |
+26
| New | +$30K | 0.03% | 221 |
|