WF
Welch & Forbes’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
547,872
+15,150
| +3% | +$3.32M | 1.5% | 17 |
|
|
2025
Q1 | $101M | Buy |
532,722
+11,255
| +2% | +$2.14M | 1.33% | 23 |
|
|
2024
Q4 | $114M | Buy |
521,467
+769
| +0.1% | +$169K | 1.47% | 16 |
|
|
2024
Q3 | $97M | Buy |
520,698
+33,034
| +7% | +$6.16M | 1.23% | 22 |
|
|
2024
Q2 | $96.1M | Buy |
487,664
+25,557
| +6% | +$5.03M | 1.28% | 22 |
|
|
2024
Q1 | $83.4M | Buy |
462,107
+13,223
| +3% | +$2.39M | 1.14% | 27 |
|
|
2023
Q4 | $68.2M | Buy |
448,884
+6,170
| +1% | +$937K | 1.03% | 31 |
|
|
2023
Q3 | $56.3M | Buy |
442,714
+9,893
| +2% | +$1.26M | 0.93% | 37 |
|
|
2023
Q2 | $56.4M | Buy |
432,821
+3,918
| +0.9% | +$511K | 0.89% | 35 |
|
|
2023
Q1 | $44.3M | Buy |
428,903
+6,270
| +1% | +$648K | 0.75% | 40 |
|
|
2022
Q4 | $35.5M | Sell |
422,633
-21,390
| -5% | -$1.8M | 0.64% | 47 |
|
|
2022
Q3 | $50.2M | Buy |
444,023
+13,766
| +3% | +$1.56M | 0.98% | 35 |
|
|
2022
Q2 | $45.7M | Buy |
430,257
+409,316
| +1,955% | +$43.5M | 0.84% | 38 |
|
|
2022
Q1 | $68.3M | Buy |
20,941
+1,587
| +8% | +$5.17M | 1.08% | 29 |
|
|
2021
Q4 | $64.5M | Buy |
19,354
+747
| +4% | +$2.49M | 0.97% | 30 |
|
|
2021
Q3 | $61.1M | Buy |
18,607
+1,062
| +6% | +$3.49M | 1.02% | 31 |
|
|
2021
Q2 | $60.4M | Buy |
17,545
+2,070
| +13% | +$7.12M | 1.02% | 30 |
|
|
2021
Q1 | $47.9M | Buy |
15,475
+633
| +4% | +$1.96M | 0.88% | 33 |
|
|
2020
Q4 | $48.3M | Sell |
14,842
-73
| -0.5% | -$238K | 0.95% | 29 |
|
|
2020
Q3 | $47M | Buy |
14,915
+21
| +0.1% | +$66.1K | 1.01% | 28 |
|
|
2020
Q2 | $41.1M | Buy |
14,894
+1,418
| +11% | +$3.91M | 0.96% | 30 |
|
|
2020
Q1 | $26.3M | Buy |
13,476
+1,073
| +9% | +$2.09M | 0.73% | 43 |
|
|
2019
Q4 | $22.9M | Buy |
12,403
+1,718
| +16% | +$3.17M | 0.51% | 57 |
|
|
2019
Q3 | $18.5M | Buy |
10,685
+696
| +7% | +$1.21M | 0.44% | 63 |
|
|
2019
Q2 | $18.9M | Buy |
9,989
+971
| +11% | +$1.84M | 0.46% | 60 |
|
|
2019
Q1 | $16.1M | Buy |
9,018
+320
| +4% | +$570K | 0.4% | 68 |
|
|
2018
Q4 | $13.1M | Buy |
8,698
+6,244
| +254% | +$9.38M | 0.37% | 77 |
|
|
2018
Q3 | $4.92M | Buy |
2,454
+3
| +0.1% | +$6.01K | 0.12% | 132 |
|
|
2018
Q2 | $4.17M | Buy |
2,451
+235
| +11% | +$399K | 0.11% | 133 |
|
|
2018
Q1 | $3.21M | Sell |
2,216
-83
| -4% | -$120K | 0.08% | 149 |
|
|
2017
Q4 | $2.69M | Buy |
2,299
+38
| +2% | +$44.4K | 0.07% | 147 |
|
|
2017
Q3 | $2.17M | Buy |
2,261
+20
| +0.9% | +$19.2K | 0.06% | 168 |
|
|
2017
Q2 | $2.17M | Sell |
2,241
-331
| -13% | -$321K | 0.06% | 161 |
|
|
2017
Q1 | $2.28M | Buy |
2,572
+125
| +5% | +$111K | 0.07% | 155 |
|
|
2016
Q4 | $1.84M | Buy |
+2,447
| New | +$1.84M | 0.05% | 166 |
|
|
2016
Q3 | – | Sell |
-1,686
| Closed | -$1.21M | – | 318 |
|
|
2016
Q2 | $1.21M | Buy |
1,686
+74
| +5% | +$53K | 0.04% | 180 |
|
|
2016
Q1 | $957K | Buy |
1,612
+183
| +13% | +$109K | 0.03% | 197 |
|
|
2015
Q4 | $965K | Buy |
1,429
+283
| +25% | +$191K | 0.03% | 190 |
|
|
2015
Q3 | $586K | Buy |
1,146
+195
| +21% | +$99.7K | 0.02% | 231 |
|
|
2015
Q2 | $413K | Sell |
951
-15
| -2% | -$6.51K | 0.01% | 269 |
|
|
2015
Q1 | $359K | Buy |
966
+85
| +10% | +$31.6K | 0.01% | 274 |
|
|
2014
Q4 | $273K | Buy |
881
+122
| +16% | +$37.8K | 0.01% | 311 |
|
|
2014
Q3 | $245K | Buy |
+759
| New | +$245K | 0.01% | 319 |
|
|
2014
Q2 | – | Sell |
-676
| Closed | -$227K | – | 335 |
|
|
2014
Q1 | $227K | Buy |
676
+140
| +26% | +$47K | 0.01% | 309 |
|
|
2013
Q4 | $214K | Buy |
+536
| New | +$214K | 0.01% | 304 |
|