CWC
Carolinas Wealth Consulting’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,625
| Closed | -$6.97M | – | 43 |
|
|
2025
Q1 | $6.97M | Buy |
36,625
+318
| +0.9% | +$60.5K | 1.5% | 19 |
|
|
2024
Q4 | $7.97M | Sell |
36,307
-538
| -1% | -$118K | 1.57% | 17 |
|
|
2024
Q3 | $6.87M | Sell |
36,845
-37
| -0.1% | -$6.89K | 1.25% | 24 |
|
|
2024
Q2 | $7.13M | Buy |
36,882
+26
| +0.1% | +$5.02K | 1.38% | 19 |
|
|
2024
Q1 | $6.65M | Buy |
36,856
+1,099
| +3% | +$198K | 1.31% | 20 |
|
|
2023
Q4 | $5.43M | Buy |
35,757
+371
| +1% | +$56.4K | 1.18% | 20 |
|
|
2023
Q3 | $4.71M | Sell |
35,386
-2,605
| -7% | -$347K | 1.17% | 20 |
|
|
2023
Q2 | $4.95M | Sell |
37,991
-577
| -1% | -$75.2K | 0.98% | 24 |
|
|
2023
Q1 | $3.98M | Buy |
38,568
+343
| +0.9% | +$35.4K | 0.85% | 27 |
|
|
2022
Q4 | $3.21M | Sell |
38,225
-228
| -0.6% | -$19.2K | 0.73% | 31 |
|
|
2022
Q3 | $4.35M | Sell |
38,453
-80
| -0.2% | -$9.04K | 1.1% | 22 |
|
|
2022
Q2 | $4.09M | Buy |
38,533
+36,566
| +1,859% | +$3.88M | 1.02% | 24 |
|
|
2022
Q1 | $6.41M | Buy |
1,967
+1
| +0.1% | +$3.26K | 1.42% | 20 |
|
|
2021
Q4 | $6.55M | Buy |
1,966
+34
| +2% | +$113K | 1.43% | 20 |
|
|
2021
Q3 | $6.35M | Sell |
1,932
-1
| -0.1% | -$3.28K | 1.48% | 19 |
|
|
2021
Q2 | $6.65M | Sell |
1,933
-155
| -7% | -$533K | 1.46% | 21 |
|
|
2021
Q1 | $6.46M | Sell |
2,088
-8
| -0.4% | -$24.7K | 1.57% | 21 |
|
|
2020
Q4 | $6.83M | Buy |
2,096
+222
| +12% | +$723K | 1.84% | 18 |
|
|
2020
Q3 | $5.9M | Buy |
1,874
+124
| +7% | +$390K | 1.99% | 17 |
|
|
2020
Q2 | $4.83M | Sell |
1,750
-9
| -0.5% | -$24.8K | 1.9% | 17 |
|
|
2020
Q1 | $3.43M | Buy |
+1,759
| New | +$3.43M | 1.86% | 17 |
|