AFWM
AMJ Financial Wealth Management’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
137,805
-1,788
| -1% | -$160K | 3.07% | 5 |
|
|
2025
Q1 | $10.6M | Buy |
139,593
+6,787
| +5% | +$515K | 3.13% | 8 |
|
|
2024
Q4 | $10.3M | Buy |
132,806
+37,985
| +40% | +$2.94M | 2.84% | 11 |
|
|
2024
Q3 | $6.92M | Buy |
+94,821
| New | +$6.92M | 1.98% | 26 |
|
|
2022
Q2 | – | Sell |
-29,897
| Closed | -$5.33M | – | 74 |
|
|
2022
Q1 | $5.33M | Sell |
29,897
-9,333
| -24% | -$1.66M | 2.14% | 24 |
|
|
2021
Q4 | $8.24M | Buy |
39,230
+2,097
| +6% | +$440K | 2.97% | 9 |
|
|
2021
Q3 | $7.17M | Buy |
37,133
+2,505
| +7% | +$483K | 2.94% | 8 |
|
|
2021
Q2 | $6.09M | Buy |
34,628
+1,209
| +4% | +$213K | 2.65% | 8 |
|
|
2021
Q1 | $4.93M | Buy |
+33,419
| New | +$4.93M | 2.38% | 18 |
|
|
2020
Q1 | – | Sell |
-12,929
| Closed | -$1.39M | – | 53 |
|
|
2019
Q4 | $1.39M | Buy |
+12,929
| New | +$1.39M | 0.97% | 35 |
|