WBC
West Branch Capital’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
89,922
+2,714
| +3% | +$595K | 5.83% | 4 |
|
|
2025
Q1 | $16.6M | Buy |
87,208
+2,120
| +2% | +$403K | 5.54% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
85,088
+2,319
| +3% | +$509K | 5.95% | 4 |
|
|
2024
Q3 | $15.4M | Buy |
82,769
+4,243
| +5% | +$791K | 5.33% | 4 |
|
|
2024
Q2 | $15.2M | Sell |
78,526
-252
| -0.3% | -$48.7K | 5.64% | 5 |
|
|
2024
Q1 | $14.2M | Buy |
78,778
+3,547
| +5% | +$640K | 5.73% | 4 |
|
|
2023
Q4 | $11.4M | Buy |
75,231
+2,606
| +4% | +$396K | 5.37% | 4 |
|
|
2023
Q3 | $9.23M | Sell |
72,625
-104
| -0.1% | -$13.2K | 4.84% | 5 |
|
|
2023
Q2 | $9.48M | Sell |
72,729
-17
| -0% | -$2.22K | 4.73% | 4 |
|
|
2023
Q1 | $7.51M | Buy |
72,746
+426
| +0.6% | +$44K | 4.19% | 7 |
|
|
2022
Q4 | $6.07M | Sell |
72,320
-3,796
| -5% | -$319K | 3.75% | 7 |
|
|
2022
Q3 | $8.6M | Buy |
76,116
+996
| +1% | +$113K | 5.35% | 3 |
|
|
2022
Q2 | $7.98M | Buy |
75,120
+71,345
| +1,890% | +$7.58M | 4.61% | 6 |
|
|
2022
Q1 | $12.3M | Sell |
3,775
-384
| -9% | -$1.25M | 5.88% | 3 |
|
|
2021
Q4 | $13.9M | Buy |
4,159
+48
| +1% | +$160K | 5.9% | 4 |
|
|
2021
Q3 | $13.5M | Buy |
4,111
+4
| +0.1% | +$13.1K | 6.5% | 2 |
|
|
2021
Q2 | $14.1M | Buy |
4,107
+43
| +1% | +$148K | 6.94% | 2 |
|
|
2021
Q1 | $12.6M | Sell |
4,064
-37
| -0.9% | -$114K | 7.36% | 2 |
|
|
2020
Q4 | $13.4M | Sell |
4,101
-37
| -0.9% | -$121K | 7.89% | 2 |
|
|
2020
Q3 | $13M | Buy |
4,138
+77
| +2% | +$242K | 8.31% | 2 |
|
|
2020
Q2 | $11.2M | Buy |
4,061
+142
| +4% | +$392K | 7.89% | 2 |
|
|
2020
Q1 | $7.64M | Sell |
3,919
-55
| -1% | -$107K | 7.3% | 2 |
|
|
2019
Q4 | $7.34M | Sell |
3,974
-59
| -1% | -$109K | 5.11% | 3 |
|
|
2019
Q3 | $7M | Sell |
4,033
-163
| -4% | -$283K | 5.19% | 3 |
|
|
2019
Q2 | $7.95M | Sell |
4,196
-17
| -0.4% | -$32.2K | 6.56% | 3 |
|
|
2019
Q1 | $7.5M | Sell |
4,213
-76
| -2% | -$135K | 6.72% | 3 |
|
|
2018
Q4 | $6.44M | Sell |
4,289
-129
| -3% | -$194K | 6.79% | 2 |
|
|
2018
Q3 | $8.85M | Buy |
4,418
+34
| +0.8% | +$68.1K | 6.56% | 2 |
|
|
2018
Q2 | $7.45M | Buy |
4,384
+964
| +28% | +$1.64M | 5.87% | 3 |
|
|
2018
Q1 | $4.95M | Buy |
+3,420
| New | +$4.95M | 5.43% | 3 |
|