WA
Waverly Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7M | Buy |
308,480
+7,848
| +3% | +$1.72M | 0.74% | 25 |
|
|
2025
Q1 | $57.2M | Buy |
300,632
+111,691
| +59% | +$21.3M | 0.7% | 24 |
|
|
2024
Q4 | $41.5M | Buy |
188,941
+40,854
| +28% | +$8.96M | 0.64% | 29 |
|
|
2024
Q3 | $27.6M | Buy |
148,087
+8,570
| +6% | +$1.6M | 0.51% | 34 |
|
|
2024
Q2 | $27M | Buy |
139,517
+35,817
| +35% | +$6.92M | 0.53% | 35 |
|
|
2024
Q1 | $18.7M | Buy |
103,700
+40,520
| +64% | +$7.31M | 0.44% | 43 |
|
|
2023
Q4 | $9.6M | Buy |
63,180
+303
| +0.5% | +$46K | 0.36% | 51 |
|
|
2023
Q3 | $7.99M | Buy |
62,877
+13,699
| +28% | +$1.74M | 0.35% | 55 |
|
|
2023
Q2 | $6.41M | Buy |
49,178
+16,600
| +51% | +$2.16M | 0.28% | 67 |
|
|
2023
Q1 | $3.36M | Buy |
32,578
+5,422
| +20% | +$560K | 0.18% | 77 |
|
|
2022
Q4 | $2.28M | Buy |
27,156
+4,442
| +20% | +$373K | 0.13% | 86 |
|
|
2022
Q3 | $2.57M | Buy |
22,714
+7,287
| +47% | +$823K | 0.18% | 59 |
|
|
2022
Q2 | $1.64M | Buy |
15,427
+14,766
| +2,234% | +$1.57M | 0.15% | 63 |
|
|
2022
Q1 | $2.16M | Buy |
661
+15
| +2% | +$48.9K | 0.18% | 49 |
|
|
2021
Q4 | $1.98M | Buy |
646
+8
| +1% | +$24.5K | 0.17% | 52 |
|
|
2021
Q3 | $2.22M | Sell |
638
-3
| -0.5% | -$10.4K | 0.19% | 46 |
|
|
2021
Q2 | $2.11M | Buy |
641
+30
| +5% | +$98.8K | 0.19% | 44 |
|
|
2021
Q1 | $1.99M | Buy |
611
+46
| +8% | +$149K | 0.2% | 44 |
|
|
2020
Q4 | $1.84M | Buy |
565
+6
| +1% | +$19.6K | 0.19% | 44 |
|
|
2020
Q3 | $1.7M | Buy |
559
+33
| +6% | +$100K | 0.23% | 42 |
|
|
2020
Q2 | $1.66M | Buy |
526
+34
| +7% | +$107K | 0.22% | 42 |
|
|
2020
Q1 | $959K | Buy |
492
+112
| +29% | +$218K | 0.16% | 57 |
|
|
2019
Q4 | $779K | Sell |
380
-38
| -9% | -$77.9K | 0.1% | 67 |
|
|
2019
Q3 | $726K | Sell |
418
-14
| -3% | -$24.3K | 0.1% | 68 |
|
|
2019
Q2 | $818K | Buy |
432
+37
| +9% | +$70.1K | 0.12% | 61 |
|
|
2019
Q1 | $703K | Buy |
395
+29
| +8% | +$51.6K | 0.11% | 62 |
|
|
2018
Q4 | $550K | Sell |
366
-1,230
| -77% | -$1.85M | 0.1% | 64 |
|
|
2018
Q3 | $3.2M | Sell |
1,596
-50
| -3% | -$100K | 0.47% | 26 |
|
|
2018
Q2 | $2.8M | Buy |
1,646
+45
| +3% | +$76.5K | 0.44% | 28 |
|
|
2018
Q1 | $2.32M | Sell |
1,601
-238
| -13% | -$344K | 0.37% | 31 |
|
|
2017
Q4 | $2.15M | Buy |
1,839
+38
| +2% | +$44.4K | 0.31% | 41 |
|
|
2017
Q3 | $1.73M | Sell |
1,801
-27
| -1% | -$26K | 0.38% | 42 |
|
|
2017
Q2 | $1.77M | Buy |
1,828
+44
| +2% | +$42.6K | 0.44% | 34 |
|
|
2017
Q1 | $1.58M | Buy |
1,784
+1,278
| +253% | +$1.13M | 0.42% | 38 |
|
|
2016
Q4 | $379K | Buy |
+506
| New | +$379K | 0.14% | 67 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$43K | – | 425 |
|
|
2015
Q2 | $43K | Hold |
100
| – | – | 0.03% | 157 |
|
|
2015
Q1 | $37K | Buy |
+100
| New | +$37K | 0.02% | 148 |
|
|
2014
Q4 | – | Sell |
-27
| Closed | -$9K | – | 426 |
|
|
2014
Q3 | $9K | Hold |
27
| – | – | ﹤0.01% | 497 |
|
|
2014
Q2 | $9K | Hold |
27
| – | – | ﹤0.01% | 462 |
|
|
2014
Q1 | $9K | Sell |
27
-9
| -25% | -$3K | ﹤0.01% | 438 |
|
|
2013
Q4 | $14K | Buy |
+36
| New | +$14K | ﹤0.01% | 508 |
|