CSWM
Cassady Schiller Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.48M | Buy |
6,767
+775
| +13% | +$170K | 0.54% | 35 |
|
|
2024
Q3 | $1.12M | Buy |
5,992
+1,880
| +46% | +$350K | 0.41% | 42 |
|
|
2024
Q2 | $795K | Sell |
4,112
-70
| -2% | -$13.5K | 0.32% | 51 |
|
|
2024
Q1 | $754K | Buy |
4,182
+440
| +12% | +$79.4K | 0.34% | 50 |
|
|
2023
Q4 | $569K | Hold |
3,742
| – | – | 0.29% | 53 |
|
|
2023
Q3 | $476K | Buy |
3,742
+120
| +3% | +$15.3K | 0.26% | 58 |
|
|
2023
Q2 | $472K | Sell |
3,622
-60
| -2% | -$7.82K | 0.26% | 61 |
|
|
2023
Q1 | $380K | Hold |
3,682
| – | – | 0.18% | 74 |
|
|
2022
Q4 | $309K | Sell |
3,682
-1,416
| -28% | -$119K | 0.19% | 82 |
|
|
2022
Q3 | $576K | Sell |
5,098
-382
| -7% | -$43.2K | 0.33% | 54 |
|
|
2022
Q2 | $582K | Buy |
5,480
+5,211
| +1,937% | +$553K | 0.31% | 51 |
|
|
2022
Q1 | $877K | Buy |
269
+3
| +1% | +$9.78K | 0.42% | 42 |
|
|
2021
Q4 | $887K | Buy |
+266
| New | +$887K | 0.53% | 38 |
|