XWM
Xcel Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Buy |
136,751
+3,506
| +3% | +$769K | 8.54% | 1 |
|
|
2025
Q1 | $25.4M | Buy |
133,245
+6,278
| +5% | +$1.19M | 7.9% | 2 |
|
|
2024
Q4 | $27.9M | Buy |
126,967
+40
| +0% | +$8.78K | 7.72% | 2 |
|
|
2024
Q3 | $23.7M | Buy |
126,927
+10,184
| +9% | +$1.9M | 6.92% | 2 |
|
|
2024
Q2 | $22.6M | Sell |
116,743
-831
| -0.7% | -$161K | 7.06% | 2 |
|
|
2024
Q1 | $21.2M | Sell |
117,574
-1,138
| -1% | -$205K | 6.63% | 2 |
|
|
2023
Q4 | $18M | Sell |
118,712
-3,533
| -3% | -$537K | 6.33% | 2 |
|
|
2023
Q3 | $15.5M | Sell |
122,245
-9,929
| -8% | -$1.26M | 6.13% | 3 |
|
|
2023
Q2 | $17.2M | Buy |
132,174
+2,000
| +2% | +$261K | 5.44% | 2 |
|
|
2023
Q1 | $13.4M | Buy |
130,174
+1,627
| +1% | +$168K | 4.73% | 2 |
|
|
2022
Q4 | $10.8M | Buy |
128,547
+380
| +0.3% | +$31.9K | 4.25% | 4 |
|
|
2022
Q3 | $14.5M | Buy |
128,167
+3,665
| +3% | +$414K | 5.39% | 2 |
|
|
2022
Q2 | $13.2M | Buy |
124,502
+117,907
| +1,788% | +$12.5M | 4.82% | 3 |
|
|
2022
Q1 | $21.5M | Buy |
6,595
+616
| +10% | +$2.01M | 5.9% | 2 |
|
|
2021
Q4 | $19.9M | Sell |
5,979
-36
| -0.6% | -$120K | 5.13% | 2 |
|
|
2021
Q3 | $19.8M | Buy |
6,015
+573
| +11% | +$1.88M | 5.73% | 1 |
|
|
2021
Q2 | $18.7M | Buy |
5,442
+59
| +1% | +$203K | 5.65% | 1 |
|
|
2021
Q1 | $16.7M | Buy |
5,383
+642
| +14% | +$1.99M | 5.94% | 1 |
|
|
2020
Q4 | $15.4M | Buy |
4,741
+22
| +0.5% | +$71.7K | 6.66% | 1 |
|
|
2020
Q3 | $14.9M | Buy |
4,719
+257
| +6% | +$809K | 7.64% | 1 |
|
|
2020
Q2 | $12.3M | Sell |
4,462
-211
| -5% | -$582K | 7.64% | 1 |
|
|
2020
Q1 | $9.11M | Buy |
4,673
+191
| +4% | +$372K | 8.22% | 1 |
|
|
2019
Q4 | $8.28M | Buy |
4,482
+457
| +11% | +$844K | 6.88% | 1 |
|
|
2019
Q3 | $6.99M | Buy |
4,025
+350
| +10% | +$608K | 6.47% | 1 |
|
|
2019
Q2 | $6.96M | Buy |
3,675
+181
| +5% | +$343K | 6.82% | 1 |
|
|
2019
Q1 | $6.22M | Buy |
3,494
+473
| +16% | +$842K | 6.41% | 1 |
|
|
2018
Q4 | $4.54M | Buy |
+3,021
| New | +$4.54M | 5.55% | 4 |
|