CCWM
Cassaday & Co Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
76,424
+2,389
| +3% | +$524K | 0.42% | 24 |
|
|
2025
Q1 | $14.1M | Buy |
74,035
+998
| +1% | +$190K | 0.4% | 23 |
|
|
2024
Q4 | $16M | Buy |
73,037
+1,596
| +2% | +$350K | 0.44% | 23 |
|
|
2024
Q3 | $13.3M | Buy |
71,441
+4,772
| +7% | +$889K | 0.38% | 22 |
|
|
2024
Q2 | $12.9M | Buy |
66,669
+2,281
| +4% | +$441K | 0.41% | 22 |
|
|
2024
Q1 | $11.6M | Buy |
64,388
+34
| +0.1% | +$6.13K | 0.38% | 23 |
|
|
2023
Q4 | $9.78M | Buy |
64,354
+61
| +0.1% | +$9.27K | 0.34% | 24 |
|
|
2023
Q3 | $8.17M | Sell |
64,293
-902
| -1% | -$115K | 0.34% | 23 |
|
|
2023
Q2 | $8.5M | Buy |
65,195
+974
| +2% | +$127K | 0.34% | 24 |
|
|
2023
Q1 | $6.63M | Buy |
64,221
+18,715
| +41% | +$1.93M | 0.28% | 27 |
|
|
2022
Q4 | $3.82M | Buy |
+45,506
| New | +$3.82M | 0.18% | 33 |
|