CWM
Campbell Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.84M | Buy |
8,389
+5,083
| +154% | +$1.11M | 0.17% | 23 |
|
|
2024
Q3 | $616K | Sell |
3,306
-7,825
| -70% | -$1.46M | 0.05% | 29 |
|
|
2024
Q2 | $2.15M | Buy |
11,131
+4,123
| +59% | +$797K | 0.69% | 11 |
|
|
2024
Q1 | $1.26M | Buy |
7,008
+4,928
| +237% | +$889K | 0.13% | 26 |
|
|
2023
Q4 | $316K | Sell |
2,080
-3,781
| -65% | -$574K | 0.04% | 47 |
|
|
2023
Q3 | $745K | Buy |
5,861
+1,041
| +22% | +$132K | 0.09% | 27 |
|
|
2023
Q2 | $628K | Buy |
4,820
+520
| +12% | +$67.8K | 0.08% | 31 |
|
|
2023
Q1 | $444K | Sell |
4,300
-158
| -4% | -$16.3K | 0.06% | 40 |
|
|
2022
Q4 | $374K | Sell |
4,458
-562
| -11% | -$47.1K | 0.05% | 42 |
|
|
2022
Q3 | $567K | Buy |
5,020
+1,060
| +27% | +$120K | 0.08% | 32 |
|
|
2022
Q2 | $421K | Buy |
3,960
+3,728
| +1,607% | +$396K | 0.06% | 28 |
|
|
2022
Q1 | $756K | Sell |
232
-19
| -8% | -$61.9K | 0.09% | 23 |
|
|
2021
Q4 | $837K | Buy |
251
+19
| +8% | +$63.4K | 0.1% | 23 |
|
|
2021
Q3 | $762K | Buy |
232
+11
| +5% | +$36.1K | 0.1% | 22 |
|
|
2021
Q2 | $760K | Buy |
221
+2
| +0.9% | +$6.88K | 0.1% | 22 |
|
|
2021
Q1 | $678K | Buy |
219
+6
| +3% | +$18.6K | 0.09% | 22 |
|
|
2020
Q4 | $694K | Sell |
213
-7
| -3% | -$22.8K | 0.1% | 24 |
|
|
2020
Q3 | $693K | Hold |
220
| – | – | 0.11% | 25 |
|
|
2020
Q2 | $607K | Sell |
220
-5
| -2% | -$13.8K | 0.11% | 25 |
|
|
2020
Q1 | $439K | Buy |
225
+66
| +42% | +$129K | 0.1% | 25 |
|
|
2019
Q4 | $294K | Sell |
159
-17
| -10% | -$31.4K | 0.06% | 48 |
|
|
2019
Q3 | $306K | Buy |
+176
| New | +$306K | 0.07% | 42 |
|