TWM
Tolleson Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Hold |
3,960
| – | – | 0.15% | 48 |
|
|
2025
Q1 | $753K | Sell |
3,960
-2,436
| -38% | -$463K | 0.15% | 49 |
|
|
2024
Q4 | $1.4M | Buy |
6,396
+2,186
| +52% | +$480K | 0.29% | 32 |
|
|
2024
Q3 | $784K | Sell |
4,210
-44
| -1% | -$8.19K | 0.15% | 45 |
|
|
2024
Q2 | $822K | Buy |
+4,254
| New | +$822K | 0.16% | 46 |
|
|
2024
Q1 | – | Sell |
-4,263
| Closed | -$648K | – | 82 |
|
|
2023
Q4 | $648K | Sell |
4,263
-11,267
| -73% | -$1.71M | 0.13% | 53 |
|
|
2023
Q3 | $1.97M | Sell |
15,530
-10,964
| -41% | -$1.39M | 0.48% | 27 |
|
|
2023
Q2 | $3.45M | Buy |
26,494
+22,534
| +569% | +$2.94M | 0.83% | 15 |
|
|
2023
Q1 | $409K | Sell |
3,960
-60
| -1% | -$6.2K | 0.11% | 62 |
|
|
2022
Q4 | $338K | Buy |
4,020
+60
| +2% | +$5.05K | 0.09% | 67 |
|
|
2022
Q3 | $447K | Hold |
3,960
| – | – | 0.13% | 56 |
|
|
2022
Q2 | $421K | Buy |
3,960
+3,762
| +1,900% | +$400K | 0.12% | 56 |
|
|
2022
Q1 | $645K | Hold |
198
| – | – | 0.19% | 49 |
|
|
2021
Q4 | $660K | Buy |
+198
| New | +$660K | 0.18% | 48 |
|