CWM
Cahill Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $647K | Hold |
3,399
| – | – | 0.33% | 31 |
|
|
2024
Q4 | $746K | Hold |
3,399
| – | – | 0.38% | 29 |
|
|
2024
Q3 | $633K | Sell |
3,399
-66
| -2% | -$12.3K | 0.33% | 34 |
|
|
2024
Q2 | $670K | Buy |
3,465
+66
| +2% | +$12.8K | 0.4% | 28 |
|
|
2024
Q1 | $612K | Hold |
3,399
| – | – | 0.36% | 33 |
|
|
2023
Q4 | $517K | Hold |
3,399
| – | – | 0.35% | 31 |
|
|
2023
Q3 | $432K | Hold |
3,399
| – | – | 0.33% | 34 |
|
|
2023
Q2 | $443K | Hold |
3,399
| – | – | 0.31% | 34 |
|
|
2023
Q1 | $351K | Sell |
3,399
-800
| -19% | -$82.6K | 0.26% | 38 |
|
|
2022
Q4 | $418K | Sell |
4,199
-1,531
| -27% | -$152K | 0.3% | 34 |
|
|
2022
Q3 | $647K | Buy |
5,730
+150
| +3% | +$16.9K | 0.58% | 23 |
|
|
2022
Q2 | $592K | Buy |
5,580
+5,339
| +2,215% | +$566K | 0.5% | 29 |
|
|
2022
Q1 | $785K | Buy |
+241
| New | +$785K | 0.58% | 21 |
|