CWM
Cadence Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
1,283
+10
| +0.8% | +$2.2K | 0.19% | 46 |
|
|
2025
Q1 | $242K | Sell |
1,273
-12
| -0.9% | -$2.28K | 0.18% | 42 |
|
|
2024
Q4 | $282K | Buy |
1,285
+88
| +7% | +$19.3K | 0.19% | 40 |
|
|
2024
Q3 | $223K | Hold |
1,197
| – | – | 0.18% | 44 |
|
|
2024
Q2 | $231K | Buy |
1,197
+11
| +0.9% | +$2.13K | 0.16% | 42 |
|
|
2024
Q1 | $214K | Buy |
+1,186
| New | +$214K | 0.22% | 36 |
|