WAS
Winch Advisory Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
82,440
-1,351
| -2% | -$296K | 4.42% | 9 |
|
|
2025
Q1 | $15.9M | Sell |
83,791
-2,451
| -3% | -$466K | 4.21% | 8 |
|
|
2024
Q4 | $18.9M | Sell |
86,242
-1,526
| -2% | -$335K | 4.92% | 6 |
|
|
2024
Q3 | $16.4M | Sell |
87,768
-807
| -0.9% | -$150K | 4.52% | 8 |
|
|
2024
Q2 | $17.1M | Sell |
88,575
-684
| -0.8% | -$132K | 4.9% | 7 |
|
|
2024
Q1 | $16.1M | Sell |
89,259
-1,458
| -2% | -$263K | 4.92% | 7 |
|
|
2023
Q4 | $13.8M | Sell |
90,717
-1,310
| -1% | -$199K | 4.57% | 6 |
|
|
2023
Q3 | $11.7M | Sell |
92,027
-2,054
| -2% | -$261K | 4.29% | 8 |
|
|
2023
Q2 | $12.3M | Sell |
94,081
-1,370
| -1% | -$179K | 4.4% | 7 |
|
|
2023
Q1 | $9.86M | Sell |
95,451
-247
| -0.3% | -$25.5K | 3.83% | 7 |
|
|
2022
Q4 | $8.04M | Sell |
95,698
-2,540
| -3% | -$213K | 3.43% | 7 |
|
|
2022
Q3 | $11.1M | Sell |
98,238
-523
| -0.5% | -$59.1K | 4.77% | 7 |
|
|
2022
Q2 | $10.5M | Buy |
98,761
+93,898
| +1,931% | +$9.97M | 4.28% | 7 |
|
|
2022
Q1 | $15.9M | Sell |
4,863
-261
| -5% | -$851K | 5.51% | 5 |
|
|
2021
Q4 | $17.1M | Sell |
5,124
-13
| -0.3% | -$43.3K | 5.65% | 5 |
|
|
2021
Q3 | $16.9M | Sell |
5,137
-82
| -2% | -$269K | 5.88% | 5 |
|
|
2021
Q2 | $18M | Buy |
5,219
+35
| +0.7% | +$120K | 6.46% | 4 |
|
|
2021
Q1 | $16M | Buy |
5,184
+75
| +1% | +$232K | 6.43% | 4 |
|
|
2020
Q4 | $16.6M | Sell |
5,109
-12
| -0.2% | -$39.1K | 6.91% | 3 |
|
|
2020
Q3 | $16.1M | Sell |
5,121
-63
| -1% | -$198K | 6.83% | 5 |
|
|
2020
Q2 | $14.3M | Sell |
5,184
-185
| -3% | -$510K | 6.8% | 5 |
|
|
2020
Q1 | $10.5M | Sell |
5,369
-2,752
| -34% | -$5.37M | 5.21% | 7 |
|
|
2019
Q4 | $15M | Sell |
8,121
-144
| -2% | -$266K | 7.12% | 3 |
|
|
2019
Q3 | $14.3M | Buy |
8,265
+196
| +2% | +$340K | 7.47% | 4 |
|
|
2019
Q2 | $15.3M | Buy |
8,069
+589
| +8% | +$1.12M | 7.96% | 2 |
|
|
2019
Q1 | $13.3M | Buy |
7,480
+49
| +0.7% | +$87.3K | 7.36% | 2 |
|
|
2018
Q4 | $11.2M | Sell |
7,431
-20
| -0.3% | -$30K | 6.21% | 3 |
|
|
2018
Q3 | $14.9M | Buy |
7,451
+231
| +3% | +$463K | 7.5% | 1 |
|
|
2018
Q2 | $12.3M | Buy |
7,220
+666
| +10% | +$1.13M | 6.61% | 1 |
|
|
2018
Q1 | $9.49M | Buy |
6,554
+171
| +3% | +$247K | 5.56% | 1 |
|
|
2017
Q4 | $7.46M | Buy |
6,383
+19
| +0.3% | +$22.2K | 4.49% | 5 |
|
|
2017
Q3 | $6.16M | Buy |
6,364
+957
| +18% | +$926K | 4% | 6 |
|
|
2017
Q2 | $5.22M | Buy |
5,407
+890
| +20% | +$859K | 3.28% | 5 |
|
|
2017
Q1 | $4.01M | Buy |
4,517
+2,451
| +119% | +$2.17M | 2.54% | 12 |
|
|
2016
Q4 | $3.1M | Sell |
2,066
-1,086
| -34% | -$1.63M | 2.13% | 15 |
|
|
2016
Q3 | $2.64M | Buy |
3,152
+1,297
| +70% | +$1.09M | 2.15% | 14 |
|
|
2016
Q2 | $1.33M | Buy |
1,855
+1,743
| +1,556% | +$1.25M | 1.61% | 17 |
|
|
2016
Q1 | $66K | Sell |
112
-8,626
| -99% | -$5.08M | 0.11% | 36 |
|
|
2015
Q4 | $5.91M | Buy |
8,738
+7,022
| +409% | +$4.75M | 6.7% | 5 |
|
|
2015
Q3 | $878K | Buy |
1,716
+1,623
| +1,745% | +$830K | 1.28% | 19 |
|
|
2015
Q2 | $40K | Buy |
93
+53
| +133% | +$22.8K | 0.02% | 115 |
|
|
2015
Q1 | $15K | Buy |
+40
| New | +$15K | 0.01% | 121 |
|
|
2014
Q4 | – | Sell |
-10
| Closed | -$3K | – | 46 |
|
|
2014
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 194 |
|
|
2014
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 219 |
|
|
2014
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 228 |
|