CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
19,199
+155
| +0.8% | +$35.7K | 1.6% | 15 |
|
|
2025
Q1 | $3.32M | Buy |
19,044
+894
| +5% | +$156K | 1.37% | 21 |
|
|
2024
Q4 | $4.29M | Sell |
18,150
-169
| -0.9% | -$39.9K | 1.58% | 19 |
|
|
2024
Q3 | $3.59M | Buy |
18,319
+615
| +3% | +$120K | 1.37% | 19 |
|
|
2024
Q2 | $3.22M | Buy |
17,704
+22
| +0.1% | +$4K | 1.26% | 21 |
|
|
2024
Q1 | $3.07M | Sell |
17,682
-1,095
| -6% | -$190K | 1.29% | 21 |
|
|
2023
Q4 | $2.95M | Buy |
18,777
+87
| +0.5% | +$13.6K | 1.23% | 21 |
|
|
2023
Q3 | $2.27M | Buy |
18,690
+392
| +2% | +$47.6K | 1.06% | 23 |
|
|
2023
Q2 | $2.55M | Sell |
18,298
-288
| -2% | -$40.2K | 1.12% | 22 |
|
|
2023
Q1 | $2.05M | Sell |
18,586
-152
| -0.8% | -$16.7K | 0.93% | 26 |
|
|
2022
Q4 | $1.92M | Sell |
18,738
-378
| -2% | -$38.6K | 0.84% | 30 |
|
|
2022
Q3 | $2.28M | Sell |
19,116
-141
| -0.7% | -$16.8K | 1.08% | 23 |
|
|
2022
Q2 | $2.23M | Buy |
19,257
+18,287
| +1,885% | +$2.11M | 1.02% | 26 |
|
|
2022
Q1 | $3M | Buy |
970
+14
| +1% | +$43.3K | 1.23% | 19 |
|
|
2021
Q4 | $2.68M | Buy |
956
+11
| +1% | +$30.8K | 1.13% | 21 |
|
|
2021
Q3 | $3.3M | Buy |
945
+32
| +4% | +$112K | 1.32% | 17 |
|
|
2021
Q2 | $3.26M | Buy |
913
+35
| +4% | +$125K | 1.41% | 15 |
|
|
2021
Q1 | $3M | Buy |
878
+4
| +0.5% | +$13.7K | 1.33% | 19 |
|
|
2020
Q4 | $2.73M | Sell |
874
-5
| -0.6% | -$15.6K | 1.34% | 19 |
|
|
2020
Q3 | $2.76M | Sell |
879
-47
| -5% | -$147K | 1.45% | 15 |
|
|
2020
Q2 | $2.81M | Sell |
926
-65
| -7% | -$197K | 1.6% | 15 |
|
|
2020
Q1 | $2.35M | Sell |
991
-109
| -10% | -$259K | 1.44% | 19 |
|
|
2019
Q4 | $2.01M | Buy |
1,100
+49
| +5% | +$89.6K | 1.13% | 27 |
|
|
2019
Q3 | $1.81M | Buy |
1,051
+39
| +4% | +$67.1K | 1.11% | 26 |
|
|
2019
Q2 | $2.02M | Sell |
1,012
-11
| -1% | -$21.9K | 1.22% | 23 |
|
|
2019
Q1 | $1.82M | Buy |
1,023
+86
| +9% | +$153K | 1.14% | 23 |
|
|
2018
Q4 | $1.41M | Hold |
937
| – | – | 1.01% | 26 |
|
|
2018
Q3 | $1.88M | Sell |
937
-124
| -12% | -$248K | 1.15% | 22 |
|
|
2018
Q2 | $1.79M | Sell |
1,061
-59
| -5% | -$99.8K | 1.15% | 22 |
|
|
2018
Q1 | $1.6M | Sell |
1,120
-168
| -13% | -$240K | 1.08% | 23 |
|
|
2017
Q4 | $1.51M | Buy |
1,288
+43
| +3% | +$50.3K | 0.94% | 32 |
|
|
2017
Q3 | $1.2M | Buy |
1,245
+217
| +21% | +$208K | 0.76% | 38 |
|
|
2017
Q2 | $995K | Buy |
1,028
+126
| +14% | +$122K | 0.68% | 39 |
|
|
2017
Q1 | $799K | Buy |
+902
| New | +$799K | 0.56% | 47 |
|