WAM
Wealthspire Advisors (Maryland)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $19.5M | Buy |
6,181
+174
| +3% | +$548K | 0.69% | 25 |
|
|
2020
Q2 | $16.6M | Buy |
6,007
+347
| +6% | +$957K | 1.19% | 20 |
|
|
2020
Q1 | $11M | Buy |
5,660
+165
| +3% | +$322K | 0.96% | 21 |
|
|
2019
Q4 | $10.2M | Buy |
5,495
+311
| +6% | +$575K | 0.68% | 28 |
|
|
2019
Q3 | $9M | Buy |
5,184
+44
| +0.9% | +$76.4K | 0.66% | 30 |
|
|
2019
Q2 | $9.73M | Buy |
5,140
+323
| +7% | +$612K | 0.73% | 26 |
|
|
2019
Q1 | $8.58M | Buy |
4,817
+172
| +4% | +$306K | 0.65% | 30 |
|
|
2018
Q4 | $6.98M | Buy |
4,645
+455
| +11% | +$683K | 0.62% | 33 |
|
|
2018
Q3 | $8.39M | Sell |
4,190
-98
| -2% | -$196K | 0.69% | 24 |
|
|
2018
Q2 | $7.29M | Buy |
4,288
+496
| +13% | +$843K | 0.66% | 29 |
|
|
2018
Q1 | $5.49M | Buy |
3,792
+86
| +2% | +$124K | 0.52% | 36 |
|
|
2017
Q4 | $4.33M | Buy |
3,706
+668
| +22% | +$781K | 0.42% | 41 |
|
|
2017
Q3 | $2.92M | Buy |
3,038
+377
| +14% | +$362K | 0.32% | 51 |
|
|
2017
Q2 | $2.58M | Buy |
2,661
+560
| +27% | +$542K | 0.31% | 57 |
|
|
2017
Q1 | $1.86M | Sell |
2,101
-24
| -1% | -$21.3K | 0.27% | 59 |
|
|
2016
Q4 | $1.59M | Buy |
2,125
+229
| +12% | +$172K | 0.24% | 65 |
|
|
2016
Q3 | $1.59M | Buy |
1,896
+31
| +2% | +$26K | 0.25% | 64 |
|
|
2016
Q2 | $1.34M | Buy |
1,865
+368
| +25% | +$263K | 0.22% | 73 |
|
|
2016
Q1 | $889K | Buy |
1,497
+420
| +39% | +$249K | 0.16% | 96 |
|
|
2015
Q4 | $728K | Buy |
+1,077
| New | +$728K | 0.14% | 115 |
|