WC
Whitney & Co’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
138,306
+524
| +0.4% | +$115K | 2.99% | 5 |
|
|
2025
Q1 | $26.2M | Buy |
137,782
+3,516
| +3% | +$669K | 2.79% | 5 |
|
|
2024
Q4 | $29.5M | Buy |
134,266
+1,862
| +1% | +$409K | 3.09% | 4 |
|
|
2024
Q3 | $24.7M | Buy |
132,404
+1,294
| +1% | +$241K | 2.64% | 6 |
|
|
2024
Q2 | $25.3M | Sell |
131,110
-1,109
| -0.8% | -$214K | 2.91% | 6 |
|
|
2024
Q1 | $23.8M | Buy |
132,219
+404
| +0.3% | +$72.9K | 2.84% | 5 |
|
|
2023
Q4 | $20M | Buy |
131,815
+513
| +0.4% | +$77.9K | 2.59% | 7 |
|
|
2023
Q3 | $16.7M | Buy |
131,302
+1,091
| +0.8% | +$139K | 2.5% | 9 |
|
|
2023
Q2 | $17M | Buy |
130,211
+1,287
| +1% | +$168K | 2.44% | 7 |
|
|
2023
Q1 | $13.3M | Buy |
128,924
+3,119
| +2% | +$322K | 2.11% | 12 |
|
|
2022
Q4 | $10.6M | Sell |
125,805
-3,408
| -3% | -$286K | 1.94% | 17 |
|
|
2022
Q3 | $14.6M | Sell |
129,213
-138
| -0.1% | -$15.6K | 2.84% | 7 |
|
|
2022
Q2 | $13.7M | Buy |
129,351
+122,929
| +1,914% | +$13.1M | 2.5% | 8 |
|
|
2022
Q1 | $20.9M | Buy |
6,422
+1,329
| +26% | +$4.33M | 3.22% | 3 |
|
|
2021
Q4 | $17M | Buy |
5,093
+48
| +1% | +$160K | 2.49% | 8 |
|
|
2021
Q3 | $16.6M | Buy |
5,045
+27
| +0.5% | +$88.7K | 2.65% | 8 |
|
|
2021
Q2 | $17.3M | Buy |
5,018
+58
| +1% | +$200K | 2.76% | 6 |
|
|
2021
Q1 | $15.3M | Buy |
4,960
+95
| +2% | +$294K | 2.69% | 6 |
|
|
2020
Q4 | $16.2M | Sell |
4,865
-1
| -0% | -$3.33K | 2.61% | 6 |
|
|
2020
Q3 | $15.3M | Buy |
4,866
+115
| +2% | +$362K | 2.87% | 6 |
|
|
2020
Q2 | $13.1M | Buy |
4,751
+163
| +4% | +$450K | 2.68% | 6 |
|
|
2020
Q1 | $8.95M | Buy |
4,588
+3,870
| +539% | +$7.55M | 2.21% | 11 |
|
|
2019
Q4 | $1.33M | Buy |
718
+60
| +9% | +$111K | 0.26% | 63 |
|
|
2019
Q3 | $1.19M | Buy |
658
+35
| +6% | +$63.1K | 0.25% | 63 |
|
|
2019
Q2 | $1.18M | Buy |
623
+12
| +2% | +$22.7K | 0.27% | 65 |
|
|
2019
Q1 | $1.18M | Buy |
611
+5
| +0.8% | +$9.63K | 0.27% | 62 |
|
|
2018
Q4 | $990K | Buy |
606
+35
| +6% | +$57.2K | 0.25% | 67 |
|
|
2018
Q3 | $1M | Buy |
571
+150
| +36% | +$263K | 0.24% | 70 |
|
|
2018
Q2 | $716K | Buy |
421
+5
| +1% | +$8.5K | 0.19% | 75 |
|
|
2018
Q1 | $602K | Buy |
416
+27
| +7% | +$39.1K | 0.17% | 83 |
|
|
2017
Q4 | $455K | Sell |
389
-221
| -36% | -$258K | 0.13% | 85 |
|
|
2017
Q3 | $590K | Hold |
610
| – | – | 0.2% | 81 |
|
|
2017
Q2 | $590K | Buy |
610
+130
| +27% | +$126K | 0.19% | 83 |
|
|
2017
Q1 | $426K | Buy |
480
+100
| +26% | +$88.8K | 0.15% | 80 |
|
|
2016
Q4 | $285K | Buy |
380
+40
| +12% | +$30K | 0.11% | 89 |
|
|
2016
Q3 | $285K | Buy |
+340
| New | +$285K | 0.11% | 90 |
|