TWM
Trevian Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
7,896
+555
| +8% | +$122K | 1.06% | 12 |
|
|
2025
Q1 | $1.4M | Sell |
7,341
-453
| -6% | -$86.2K | 0.99% | 10 |
|
|
2024
Q4 | $1.71M | Sell |
7,794
-80
| -1% | -$17.6K | 1.26% | 10 |
|
|
2024
Q3 | $1.47M | Hold |
7,874
| – | – | 1.2% | 11 |
|
|
2024
Q2 | $1.52M | Sell |
7,874
-120
| -2% | -$23.2K | 7.58% | 4 |
|
|
2024
Q1 | $1.44M | Buy |
7,994
+17
| +0.2% | +$3.07K | 0.98% | 13 |
|
|
2023
Q4 | $1.21M | Sell |
7,977
-724
| -8% | -$110K | 0.94% | 12 |
|
|
2023
Q3 | $1.11M | Buy |
+8,701
| New | +$1.11M | 1.02% | 12 |
|
|
2023
Q2 | – | Sell |
-9,950
| Closed | -$1.03M | – | 16 |
|
|
2023
Q1 | $1.03M | Sell |
9,950
-93
| -0.9% | -$9.61K | 0.96% | 14 |
|
|
2022
Q4 | $844K | Buy |
10,043
+613
| +7% | +$51.5K | 0.92% | 14 |
|
|
2022
Q3 | $1.07M | Buy |
9,430
+40
| +0.4% | +$4.52K | 1.2% | 13 |
|
|
2022
Q2 | $997K | Buy |
9,390
+8,975
| +2,163% | +$953K | 1.08% | 12 |
|
|
2022
Q1 | $1.35M | Sell |
415
-1
| -0.2% | -$3.25K | 1.31% | 11 |
|
|
2021
Q4 | $1.38M | Buy |
+416
| New | +$1.38M | 1.33% | 13 |
|