TW
Transform Wealth’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.6M | Buy |
160,930
+4,638
| +3% | +$882K | 1.85% | 7 |
|
|
2024
Q4 | $34.3M | Buy |
156,292
+19,072
| +14% | +$4.18M | 1.9% | 7 |
|
|
2024
Q3 | $25.6M | Buy |
137,220
+2,225
| +2% | +$415K | 1.69% | 9 |
|
|
2024
Q2 | $26.1M | Buy |
134,995
+3,560
| +3% | +$688K | 1.96% | 10 |
|
|
2024
Q1 | $23.7M | Sell |
131,435
-4,980
| -4% | -$898K | 2.25% | 6 |
|
|
2023
Q4 | $20.7M | Buy |
136,415
+3,553
| +3% | +$540K | 2.02% | 8 |
|
|
2023
Q3 | $16.9M | Sell |
132,862
-10,595
| -7% | -$1.35M | 1.78% | 10 |
|
|
2023
Q2 | $18.7M | Buy |
143,457
+6,839
| +5% | +$892K | 1.68% | 11 |
|
|
2023
Q1 | $14.1M | Buy |
136,618
+14,759
| +12% | +$1.52M | 1.33% | 18 |
|
|
2022
Q4 | $10.2M | Buy |
121,859
+14,082
| +13% | +$1.18M | 1.15% | 24 |
|
|
2022
Q3 | $12.2M | Sell |
107,777
-952
| -0.9% | -$108K | 1.58% | 11 |
|
|
2022
Q2 | $11.5M | Buy |
108,729
+103,105
| +1,833% | +$11M | 1.72% | 11 |
|
|
2022
Q1 | $18.3M | Buy |
5,624
+1,106
| +24% | +$3.61M | 2.06% | 7 |
|
|
2021
Q4 | $15.1M | Buy |
4,518
+440
| +11% | +$1.47M | 1.57% | 16 |
|
|
2021
Q3 | $13.4M | Buy |
4,078
+47
| +1% | +$154K | 1.54% | 15 |
|
|
2021
Q2 | $13.9M | Buy |
4,031
+1,352
| +50% | +$4.65M | 1.69% | 11 |
|
|
2021
Q1 | $8.29M | Sell |
2,679
-147
| -5% | -$455K | 1.66% | 9 |
|
|
2020
Q4 | $9.2M | Sell |
2,826
-1,402
| -33% | -$4.57M | 1.92% | 7 |
|
|
2020
Q3 | $13.3M | Sell |
4,228
-123
| -3% | -$387K | 2.15% | 7 |
|
|
2020
Q2 | $12M | Buy |
4,351
+169
| +4% | +$466K | 2.06% | 9 |
|
|
2020
Q1 | $8.15M | Buy |
4,182
+948
| +29% | +$1.85M | 1.74% | 9 |
|
|
2019
Q4 | $5.98M | Buy |
3,234
+350
| +12% | +$647K | 0.95% | 30 |
|
|
2019
Q3 | $5.01M | Sell |
2,884
-175
| -6% | -$304K | 0.89% | 41 |
|
|
2019
Q2 | $5.79M | Buy |
3,059
+49
| +2% | +$92.8K | 0.85% | 32 |
|
|
2019
Q1 | $5.36M | Sell |
3,010
-689
| -19% | -$1.23M | 1% | 33 |
|
|
2018
Q4 | $5.56M | Sell |
3,699
-829
| -18% | -$1.24M | 1.14% | 28 |
|
|
2018
Q3 | $9.07M | Buy |
4,528
+942
| +26% | +$1.89M | 1.57% | 11 |
|
|
2018
Q2 | $6.1M | Buy |
3,586
+142
| +4% | +$241K | 1.1% | 25 |
|
|
2018
Q1 | $4.99M | Sell |
3,444
-1
| -0% | -$1.45K | 0.95% | 31 |
|
|
2017
Q4 | $4.03M | Buy |
3,445
+379
| +12% | +$443K | 0.74% | 42 |
|
|
2017
Q3 | $2.95M | Buy |
3,066
+64
| +2% | +$61.5K | 1.03% | 21 |
|
|
2017
Q2 | $2.91M | Buy |
3,002
+158
| +6% | +$153K | 3.28% | 7 |
|
|
2017
Q1 | $2.52M | Sell |
2,844
-219
| -7% | -$194K | 0.94% | 24 |
|
|
2016
Q4 | $2.3M | Buy |
3,063
+215
| +8% | +$161K | 0.91% | 23 |
|
|
2016
Q3 | $2.39M | Buy |
2,848
+1
| +0% | +$837 | 1.02% | 19 |
|
|
2016
Q2 | $2.04M | Buy |
+2,847
| New | +$2.04M | 0.86% | 24 |
|