Carson Wealth (CWM LLC)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303M | Buy |
1,383,302
+15,223
| +1% | +$3.34M | 1.07% | 15 |
|
|
2025
Q1 | $260M | Buy |
1,368,079
+80,399
| +6% | +$15.3M | 1.04% | 16 |
|
|
2024
Q4 | $283M | Buy |
1,287,680
+48,569
| +4% | +$10.7M | 1.17% | 16 |
|
|
2024
Q3 | $231M | Buy |
1,239,111
+53,128
| +4% | +$9.9M | 0.99% | 19 |
|
|
2024
Q2 | $229M | Buy |
1,185,983
+11,194
| +1% | +$2.16M | 1.08% | 17 |
|
|
2024
Q1 | $212M | Sell |
1,174,789
-26,804
| -2% | -$4.83M | 1.03% | 18 |
|
|
2023
Q4 | $183M | Buy |
1,201,593
+134,944
| +13% | +$20.5M | 0.98% | 20 |
|
|
2023
Q3 | $136M | Buy |
1,066,649
+18,115
| +2% | +$2.3M | 0.83% | 24 |
|
|
2023
Q2 | $137M | Buy |
1,048,534
+293,027
| +39% | +$38.2M | 0.84% | 23 |
|
|
2023
Q1 | $78M | Sell |
755,507
-2,634
| -0.3% | -$272K | 0.53% | 38 |
|
|
2022
Q4 | $63.7M | Sell |
758,141
-23,578
| -3% | -$1.98M | 0.47% | 44 |
|
|
2022
Q3 | $88.3M | Buy |
781,719
+59,487
| +8% | +$6.72M | 0.7% | 23 |
|
|
2022
Q2 | $76.7M | Buy |
722,232
+688,411
| +2,035% | +$73.1M | 0.59% | 31 |
|
|
2022
Q1 | $110M | Buy |
33,821
+4,946
| +17% | +$16.1M | 0.78% | 21 |
|
|
2021
Q4 | $96.3M | Buy |
+28,875
| New | +$96.3M | 0.68% | 28 |
|
|
2021
Q2 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2021
Q1 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2020
Q4 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2020
Q3 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2020
Q2 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2020
Q1 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2019
Q4 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2019
Q3 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2019
Q2 | $75M | Hold |
21,815
| – | – | 0.6% | 35 |
|
|
2019
Q1 | $75M | Buy |
21,815
+18,645
| +588% | +$64.1M | 0.6% | 35 |
|
|
2018
Q4 | $4.76M | Buy |
3,170
+1,056
| +50% | +$1.59M | 0.12% | 160 |
|
|
2018
Q3 | $4.23M | Buy |
2,114
+470
| +29% | +$941K | 0.11% | 180 |
|
|
2018
Q2 | $2.79M | Buy |
1,644
+108
| +7% | +$184K | 0.09% | 180 |
|
|
2018
Q1 | $2.22M | Buy |
1,536
+89
| +6% | +$129K | 0.09% | 163 |
|
|
2017
Q4 | $1.69M | Buy |
1,447
+133
| +10% | +$156K | 0.08% | 190 |
|
|
2017
Q3 | $1.26M | Buy |
1,314
+274
| +26% | +$263K | 0.06% | 186 |
|
|
2017
Q2 | $1.01M | Sell |
1,040
-26
| -2% | -$25.2K | 0.05% | 193 |
|
|
2017
Q1 | $945K | Sell |
1,066
-1,144
| -52% | -$1.01M | 0.05% | 187 |
|
|
2016
Q4 | $1.66M | Buy |
2,210
+1,103
| +100% | +$827K | 0.1% | 159 |
|
|
2016
Q3 | $927K | Buy |
1,107
+632
| +133% | +$529K | 0.06% | 171 |
|
|
2016
Q2 | $340K | Buy |
475
+263
| +124% | +$188K | 0.02% | 218 |
|
|
2016
Q1 | $126K | Buy |
212
+112
| +112% | +$66.6K | 0.01% | 257 |
|
|
2015
Q4 | $68K | Hold |
100
| – | – | 0.01% | 290 |
|
|
2015
Q3 | $51K | Buy |
+100
| New | +$51K | 0.01% | 286 |
|
|
2014
Q1 | – | Sell |
-164
| Closed | -$65K | – | 155 |
|
|
2013
Q4 | $65K | Sell |
164
-4
| -2% | -$1.59K | 0.01% | 219 |
|
|
2013
Q3 | $53K | Buy |
+168
| New | +$53K | 0.01% | 184 |
|