YWP
YorkBridge Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.66M | Sell |
103,110
-33,035
| -24% | -$2.77M | 2.2% | 8 |
|
|
2022
Q3 | $15.4M | Buy |
136,145
+11,065
| +9% | +$1.25M | 3.97% | 3 |
|
|
2022
Q2 | $13.3M | Buy |
125,080
+119,364
| +2,088% | +$12.7M | 3.47% | 5 |
|
|
2022
Q1 | $18.6M | Sell |
5,716
-255
| -4% | -$831K | 4.09% | 3 |
|
|
2021
Q4 | $19.9M | Buy |
5,971
+630
| +12% | +$2.1M | 4.46% | 2 |
|
|
2021
Q3 | $17.5M | Buy |
5,341
+763
| +17% | +$2.51M | 4.41% | 2 |
|
|
2021
Q2 | $15.7M | Sell |
4,578
-616
| -12% | -$2.12M | 4.11% | 3 |
|
|
2021
Q1 | $16.1M | Buy |
5,194
+1,534
| +42% | +$4.75M | 4.75% | 2 |
|
|
2020
Q4 | $11.9M | Buy |
3,660
+2,152
| +143% | +$7.01M | 3.99% | 3 |
|
|
2020
Q3 | $4.75M | Sell |
1,508
-2,117
| -58% | -$6.67M | 1.99% | 11 |
|
|
2020
Q2 | $10M | Buy |
3,625
+1,107
| +44% | +$3.05M | 4.57% | 3 |
|
|
2020
Q1 | $4.91M | Sell |
2,518
-1,060
| -30% | -$2.07M | 3.02% | 4 |
|
|
2019
Q4 | $6.61M | Sell |
3,578
-434
| -11% | -$802K | 3.03% | 4 |
|
|
2019
Q3 | $6.96M | Sell |
4,012
-165
| -4% | -$286K | 3.51% | 4 |
|
|
2019
Q2 | $7.91M | Sell |
4,177
-13
| -0.3% | -$24.6K | 3.51% | 3 |
|
|
2019
Q1 | $7.46M | Sell |
4,190
-7
| -0.2% | -$12.5K | 3.44% | 2 |
|
|
2018
Q4 | $6.3M | Sell |
4,197
-76
| -2% | -$114K | 3.34% | 2 |
|
|
2018
Q3 | $8.57M | Sell |
4,273
-1,708
| -29% | -$3.42M | 3.92% | 1 |
|
|
2018
Q2 | $10.2M | Buy |
5,981
+34
| +0.6% | +$57.8K | 4.46% | 1 |
|
|
2018
Q1 | $8.61M | Buy |
5,947
+32
| +0.5% | +$46.4K | 3.97% | 1 |
|
|
2017
Q4 | $8.22M | Sell |
5,915
-99
| -2% | -$138K | 3.97% | 1 |
|
|
2017
Q3 | $5.78M | Buy |
6,014
+259
| +5% | +$249K | 3% | 3 |
|
|
2017
Q2 | $5.49M | Sell |
5,755
-43
| -0.7% | -$41K | 2.91% | 3 |
|
|
2017
Q1 | $5.49M | Buy |
5,798
+266
| +5% | +$252K | 2.87% | 3 |
|
|
2016
Q4 | $4.32M | Buy |
+5,532
| New | +$4.32M | 2.55% | 4 |
|