UWPG
Ullmann Wealth Partners Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
12,887
+371
| +3% | +$81.4K | 0.33% | 36 |
|
|
2025
Q1 | $2.38M | Buy |
12,516
+542
| +5% | +$103K | 0.32% | 34 |
|
|
2024
Q4 | $2.63M | Sell |
11,974
-37
| -0.3% | -$8.12K | 0.34% | 33 |
|
|
2024
Q3 | $2.24M | Sell |
12,011
-135
| -1% | -$25.2K | 0.29% | 38 |
|
|
2024
Q2 | $2.35M | Buy |
12,146
+395
| +3% | +$76.3K | 0.33% | 34 |
|
|
2024
Q1 | $2.12M | Buy |
11,751
+1,305
| +12% | +$235K | 0.32% | 35 |
|
|
2023
Q4 | $1.59M | Buy |
10,446
+1,980
| +23% | +$301K | 0.26% | 37 |
|
|
2023
Q3 | $1.08M | Buy |
8,466
+1,860
| +28% | +$236K | 0.2% | 37 |
|
|
2023
Q2 | $861K | Sell |
6,606
-12
| -0.2% | -$1.56K | 0.17% | 43 |
|
|
2023
Q1 | $684K | Buy |
6,618
+218
| +3% | +$22.5K | 0.16% | 43 |
|
|
2022
Q4 | $538K | Sell |
6,400
-100
| -2% | -$8.4K | 0.13% | 48 |
|
|
2022
Q3 | $735K | Hold |
6,500
| – | – | 0.2% | 37 |
|
|
2022
Q2 | $690K | Buy |
6,500
+6,181
| +1,938% | +$656K | 0.19% | 43 |
|
|
2022
Q1 | $1.04M | Buy |
319
+1
| +0.3% | +$3.26K | 0.27% | 33 |
|
|
2021
Q4 | $1.06M | Buy |
318
+6
| +2% | +$20K | 0.28% | 34 |
|
|
2021
Q3 | $1.03M | Buy |
312
+37
| +13% | +$122K | 0.4% | 29 |
|
|
2021
Q2 | $945K | Sell |
275
-126
| -31% | -$433K | 0.39% | 32 |
|
|
2021
Q1 | $1.24M | Buy |
401
+302
| +305% | +$935K | 0.55% | 25 |
|
|
2020
Q4 | $322K | Buy |
99
+27
| +38% | +$87.8K | 0.16% | 55 |
|
|
2020
Q3 | $227K | Buy |
+72
| New | +$227K | 0.13% | 64 |
|
|
2017
Q3 | – | Sell |
-68
| Closed | -$65K | – | 54 |
|
|
2017
Q2 | $65K | Buy |
+68
| New | +$65K | 0.05% | 83 |
|