CWM
CarsonAllaria Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
3,353
+50
| +2% | +$11K | 0.39% | 33 |
|
|
2025
Q1 | $628K | Sell |
3,303
-64
| -2% | -$12.2K | 0.36% | 33 |
|
|
2024
Q4 | $739K | Sell |
3,367
-585
| -15% | -$128K | 0.42% | 31 |
|
|
2024
Q3 | $736K | Sell |
3,952
-279
| -7% | -$52K | 0.42% | 32 |
|
|
2024
Q2 | $818K | Buy |
4,231
+664
| +19% | +$128K | 0.5% | 28 |
|
|
2024
Q1 | $643K | Buy |
3,567
+850
| +31% | +$153K | 0.4% | 31 |
|
|
2023
Q4 | $413K | Hold |
2,717
| – | – | 0.3% | 36 |
|
|
2023
Q3 | $345K | Sell |
2,717
-100
| -4% | -$12.7K | 0.28% | 40 |
|
|
2023
Q2 | $367K | Buy |
2,817
+106
| +4% | +$13.8K | 0.29% | 41 |
|
|
2023
Q1 | $280K | Buy |
2,711
+50
| +2% | +$5.16K | 0.24% | 50 |
|
|
2022
Q4 | $224K | Buy |
2,661
+121
| +5% | +$10.2K | 0.2% | 62 |
|
|
2022
Q3 | $287K | Sell |
2,540
-240
| -9% | -$27.1K | 0.27% | 46 |
|
|
2022
Q2 | $295K | Buy |
2,780
+2,641
| +1,900% | +$280K | 0.28% | 47 |
|
|
2022
Q1 | $453K | Sell |
139
-21
| -13% | -$68.4K | 0.41% | 34 |
|
|
2021
Q4 | $533K | Buy |
+160
| New | +$533K | 0.47% | 33 |
|