WP
WealthSource Partners’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $6.42M | Sell |
42,275
-1,082
| -2% | -$164K | 0.42% | 39 |
|
2023
Q3 | $5.51M | Sell |
43,357
-1,577
| -4% | -$200K | 0.38% | 43 |
|
2023
Q2 | $5.86M | Sell |
44,934
-4,984
| -10% | -$650K | 0.39% | 41 |
|
2023
Q1 | $5.16M | Sell |
49,918
-5,097
| -9% | -$526K | 0.35% | 46 |
|
2022
Q4 | $4.62M | Sell |
55,015
-9,073
| -14% | -$762K | 0.33% | 50 |
|
2022
Q3 | $7.24M | Sell |
64,088
-2,304
| -3% | -$260K | 0.54% | 27 |
|
2022
Q2 | $7.05M | Buy |
66,392
+59,069
| +807% | +$6.27M | 0.52% | 35 |
|
2022
Q1 | $23.9M | Buy |
7,323
+5,509
| +304% | +$18M | 1.61% | 9 |
|
2021
Q4 | $6.05M | Sell |
1,814
-136
| -7% | -$453K | 0.48% | 33 |
|
2021
Q3 | $6.41M | Buy |
1,950
+358
| +22% | +$1.18M | 0.56% | 26 |
|
2021
Q2 | $5.48M | Buy |
1,592
+166
| +12% | +$571K | 0.49% | 29 |
|
2021
Q1 | $4.41M | Sell |
1,426
-137
| -9% | -$424K | 0.44% | 34 |
|
2020
Q4 | $5.09M | Sell |
1,563
-16
| -1% | -$52.1K | 0.59% | 24 |
|
2020
Q3 | $4.97M | Sell |
1,579
-116
| -7% | -$365K | 0.66% | 23 |
|
2020
Q2 | $4.68M | Sell |
1,695
-21
| -1% | -$57.9K | 0.67% | 25 |
|
2020
Q1 | $3.35M | Buy |
1,716
+161
| +10% | +$314K | 0.53% | 28 |
|
2019
Q4 | $2.87M | Buy |
1,555
+31
| +2% | +$57.3K | 0.38% | 50 |
|
2019
Q3 | $2.65M | Sell |
1,524
-411
| -21% | -$714K | 0.4% | 66 |
|
2019
Q2 | $3.66M | Buy |
1,935
+288
| +17% | +$545K | 0.58% | 46 |
|
2019
Q1 | $2.93M | Buy |
1,647
+62
| +4% | +$110K | 0.66% | 42 |
|
2018
Q4 | $2.38M | Buy |
1,585
+145
| +10% | +$218K | 0.69% | 43 |
|
2018
Q3 | $2.88M | Buy |
1,440
+111
| +8% | +$222K | 0.75% | 37 |
|
2018
Q2 | $2.26M | Buy |
1,329
+284
| +27% | +$483K | 0.63% | 41 |
|
2018
Q1 | $1.51M | Sell |
1,045
-133
| -11% | -$192K | 0.46% | 56 |
|
2017
Q4 | $1.38M | Sell |
1,178
-55
| -4% | -$64.3K | 0.43% | 58 |
|
2017
Q3 | $1.19M | Buy |
1,233
+204
| +20% | +$196K | 0.39% | 64 |
|
2017
Q2 | $996K | Buy |
1,029
+497
| +93% | +$481K | 0.34% | 79 |
|
2017
Q1 | $472K | Buy |
532
+196
| +58% | +$174K | 0.17% | 126 |
|
2016
Q4 | $252K | Sell |
336
-57
| -15% | -$42.8K | 0.11% | 185 |
|
2016
Q3 | $329K | Sell |
393
-357
| -48% | -$299K | 0.12% | 169 |
|
2016
Q2 | $537K | Buy |
750
+8
| +1% | +$5.73K | 0.2% | 105 |
|
2016
Q1 | $440K | Buy |
+742
| New | +$440K | 0.18% | 119 |
|