TSWM
Triangle Securities Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
16,309
-1,007
| -6% | -$221K | 0.88% | 33 |
|
|
2025
Q1 | $3.29M | Buy |
17,316
+93
| +0.5% | +$17.7K | 0.85% | 33 |
|
|
2024
Q4 | $3.78M | Sell |
17,223
-1,206
| -7% | -$265K | 0.97% | 26 |
|
|
2024
Q3 | $3.43M | Buy |
18,429
+326
| +2% | +$60.7K | 0.89% | 28 |
|
|
2024
Q2 | $3.5M | Sell |
18,103
-70
| -0.4% | -$13.5K | 0.99% | 23 |
|
|
2024
Q1 | $3.28M | Buy |
18,173
+346
| +2% | +$62.4K | 0.93% | 27 |
|
|
2023
Q4 | $2.71M | Sell |
17,827
-25
| -0.1% | -$3.8K | 0.84% | 27 |
|
|
2023
Q3 | $2.27M | Buy |
17,852
+42
| +0.2% | +$5.34K | 0.81% | 29 |
|
|
2023
Q2 | $2.32M | Sell |
17,810
-198
| -1% | -$25.8K | 0.8% | 33 |
|
|
2023
Q1 | $1.86M | Sell |
18,008
-523
| -3% | -$54K | 0.67% | 47 |
|
|
2022
Q4 | $1.56M | Sell |
18,531
-2,256
| -11% | -$190K | 0.57% | 58 |
|
|
2022
Q3 | $2.35M | Sell |
20,787
-218
| -1% | -$24.6K | 0.96% | 31 |
|
|
2022
Q2 | $2.23M | Buy |
21,005
+19,961
| +1,912% | +$2.12M | 0.87% | 35 |
|
|
2022
Q1 | $3.4M | Sell |
1,044
-30
| -3% | -$97.8K | 1.14% | 21 |
|
|
2021
Q4 | $3.58M | Buy |
1,074
+12
| +1% | +$40K | 1.12% | 19 |
|
|
2021
Q3 | $3.49M | Buy |
1,062
+67
| +7% | +$220K | 1.18% | 17 |
|
|
2021
Q2 | $3.42M | Sell |
995
-10
| -1% | -$34.4K | 1.16% | 18 |
|
|
2021
Q1 | $3.11M | Buy |
1,005
+21
| +2% | +$65K | 1.12% | 21 |
|
|
2020
Q4 | $3.21M | Buy |
984
+19
| +2% | +$61.9K | 1.27% | 16 |
|
|
2020
Q3 | $3.04M | Buy |
965
+85
| +10% | +$268K | 1.37% | 15 |
|
|
2020
Q2 | $2.43M | Sell |
880
-8
| -0.9% | -$22.1K | 1.16% | 21 |
|
|
2020
Q1 | $1.73M | Buy |
888
+40
| +5% | +$78K | 1% | 32 |
|
|
2019
Q4 | $1.57M | Buy |
848
+52
| +7% | +$96.1K | 0.68% | 48 |
|
|
2019
Q3 | $1.38M | Buy |
796
+49
| +7% | +$85.1K | 0.68% | 50 |
|
|
2019
Q2 | $1.46M | Buy |
747
+28
| +4% | +$54.7K | 0.74% | 46 |
|
|
2019
Q1 | $1.28M | Buy |
719
+6
| +0.8% | +$10.7K | 0.67% | 51 |
|
|
2018
Q4 | $1.07M | Buy |
713
+571
| +402% | +$858K | 0.63% | 53 |
|
|
2018
Q3 | $284K | Sell |
142
-29
| -17% | -$58K | 0.15% | 123 |
|
|
2018
Q2 | $291K | Hold |
171
| – | – | 0.16% | 122 |
|
|
2018
Q1 | $247K | Sell |
171
-5
| -3% | -$7.22K | 0.14% | 126 |
|
|
2017
Q4 | $206K | Buy |
+176
| New | +$206K | 0.12% | 133 |
|