WIA
Westbourne Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Buy |
30,204
+1,274
| +4% | +$280K | 2.01% | 16 |
|
|
2025
Q1 | $5.5M | Buy |
28,930
+392
| +1% | +$74.6K | 1.96% | 21 |
|
|
2024
Q4 | $6.26M | Buy |
28,538
+507
| +2% | +$111K | 2.14% | 18 |
|
|
2024
Q3 | $5.22M | Buy |
28,031
+640
| +2% | +$119K | 1.83% | 21 |
|
|
2024
Q2 | $5.29M | Sell |
27,391
-204
| -0.7% | -$39.4K | 1.92% | 21 |
|
|
2024
Q1 | $4.98M | Buy |
27,595
+805
| +3% | +$145K | 1.83% | 23 |
|
|
2023
Q4 | $4.07M | Sell |
26,790
-80
| -0.3% | -$12.2K | 1.63% | 25 |
|
|
2023
Q3 | $3.42M | Buy |
26,870
+384
| +1% | +$48.8K | 1.57% | 25 |
|
|
2023
Q2 | $3.45M | Buy |
26,486
+1,104
| +4% | +$144K | 1.55% | 26 |
|
|
2023
Q1 | $2.62M | Buy |
25,382
+19,825
| +357% | +$2.05M | 1.27% | 27 |
|
|
2022
Q4 | $467K | Sell |
5,557
-33
| -0.6% | -$2.77K | 0.24% | 67 |
|
|
2022
Q3 | $632K | Buy |
+5,590
| New | +$632K | 0.34% | 57 |
|
|
2022
Q2 | – | Sell |
-272
| Closed | -$887K | – | 82 |
|
|
2022
Q1 | $887K | Buy |
272
+2
| +0.7% | +$6.52K | 0.37% | 50 |
|
|
2021
Q4 | $900K | Buy |
270
+5
| +2% | +$16.7K | 0.35% | 51 |
|
|
2021
Q3 | $871K | Hold |
265
| – | – | 0.4% | 48 |
|
|
2021
Q2 | $912K | Buy |
265
+6
| +2% | +$20.6K | 0.41% | 47 |
|
|
2021
Q1 | $801K | Buy |
259
+13
| +5% | +$40.2K | 0.4% | 49 |
|
|
2020
Q4 | $801K | Buy |
246
+10
| +4% | +$32.6K | 0.47% | 43 |
|
|
2020
Q3 | $743K | Buy |
236
+22
| +10% | +$69.3K | 0.85% | 25 |
|
|
2020
Q2 | $590K | Sell |
214
-50
| -19% | -$138K | 0.73% | 27 |
|
|
2020
Q1 | $515K | Buy |
264
+25
| +10% | +$48.8K | 0.48% | 52 |
|
|
2019
Q4 | $442K | Sell |
239
-4
| -2% | -$7.4K | 0.3% | 69 |
|
|
2019
Q3 | $422K | Buy |
243
+7
| +3% | +$12.2K | 0.32% | 67 |
|
|
2019
Q2 | $447K | Sell |
236
-13
| -5% | -$24.6K | 0.36% | 63 |
|
|
2019
Q1 | $443K | Hold |
249
| – | – | 0.34% | 64 |
|
|
2018
Q4 | $374K | Buy |
249
+48
| +24% | +$72.1K | 0.32% | 67 |
|
|
2018
Q3 | $403K | Hold |
201
| – | – | 0.29% | 72 |
|
|
2018
Q2 | $342K | Hold |
201
| – | – | 0.29% | 72 |
|
|
2018
Q1 | $291K | Sell |
201
-129
| -39% | -$187K | 0.23% | 87 |
|
|
2017
Q4 | $386K | Buy |
330
+80
| +32% | +$93.6K | 0.29% | 79 |
|
|
2017
Q3 | $240K | Sell |
250
-5
| -2% | -$4.8K | 0.19% | 94 |
|
|
2017
Q2 | $247K | Hold |
255
| – | – | 0.2% | 98 |
|
|
2017
Q1 | $226K | Buy |
+255
| New | +$226K | 0.19% | 98 |
|