CWM
Centric Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
22,763
-228
| -1% | -$50.8K | 1.21% | 18 |
|
|
2025
Q1 | $4.37M | Buy |
22,991
+430
| +2% | +$81.8K | 1.15% | 18 |
|
|
2024
Q4 | $4.95M | Sell |
22,561
-640
| -3% | -$140K | 1.34% | 14 |
|
|
2024
Q3 | $4.8M | Buy |
23,201
+716
| +3% | +$148K | 1.28% | 15 |
|
|
2024
Q2 | $4.1M | Sell |
22,485
-16
| -0.1% | -$2.92K | 1.18% | 23 |
|
|
2024
Q1 | $3.94M | Buy |
22,501
+190
| +0.9% | +$33.3K | 1.25% | 18 |
|
|
2023
Q4 | $3.8M | Buy |
22,311
+263
| +1% | +$44.8K | 1.25% | 19 |
|
|
2023
Q3 | $2.8M | Buy |
22,048
+1,545
| +8% | +$196K | 1.17% | 20 |
|
|
2023
Q2 | $2.61M | Sell |
20,503
-1,078
| -5% | -$137K | 1.04% | 22 |
|
|
2023
Q1 | $2.23M | Sell |
21,581
-1,677
| -7% | -$173K | 0.97% | 24 |
|
|
2022
Q4 | $1.95M | Sell |
23,258
-25,040
| -52% | -$2.1M | 0.99% | 27 |
|
|
2022
Q3 | $5.46M | Buy |
48,298
+21,900
| +83% | +$2.47M | 2.17% | 5 |
|
|
2022
Q2 | $2.8M | Buy |
26,398
+25,104
| +1,940% | +$2.67M | 1.03% | 16 |
|
|
2022
Q1 | $4.22M | Buy |
1,294
+34
| +3% | +$111K | 1.33% | 9 |
|
|
2021
Q4 | $4.2M | Buy |
1,260
+47
| +4% | +$157K | 1.38% | 10 |
|
|
2021
Q3 | $3.99M | Buy |
1,213
+6
| +0.5% | +$19.7K | 1.47% | 8 |
|
|
2021
Q2 | $4.15M | Buy |
1,207
+110
| +10% | +$378K | 1.44% | 8 |
|
|
2021
Q1 | $3.39M | Buy |
1,097
+126
| +13% | +$390K | 0.97% | 14 |
|
|
2020
Q4 | $3.16M | Buy |
971
+244
| +34% | +$795K | 0.99% | 16 |
|
|
2020
Q3 | $1.25M | Buy |
727
+42
| +6% | +$72K | 0.94% | 22 |
|
|
2020
Q2 | $1.89M | Sell |
685
-42
| -6% | -$116K | 0.99% | 19 |
|
|
2020
Q1 | $1.25M | Buy |
+727
| New | +$1.25M | 0.94% | 22 |
|
|
2019
Q4 | – | Sell |
-727
| Closed | -$1.25M | – | 101 |
|
|
2019
Q3 | $1.25M | Buy |
727
+76
| +12% | +$130K | 0.94% | 22 |
|
|
2019
Q2 | $1.23M | Buy |
651
+79
| +14% | +$150K | 1.08% | 20 |
|
|
2019
Q1 | $1.02M | Sell |
572
-2
| -0.3% | -$3.56K | 0.94% | 28 |
|
|
2018
Q4 | $862K | Buy |
+574
| New | +$862K | 0.76% | 30 |
|