CTWM
Cherry Tree Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,487
-200
| -12% | -$43.9K | 0.08% | 119 |
|
|
2025
Q1 | $321K | Sell |
1,687
-180
| -10% | -$34.2K | 0.08% | 124 |
|
|
2024
Q4 | $410K | Buy |
1,867
+16
| +0.9% | +$3.51K | 0.1% | 107 |
|
|
2024
Q3 | $345K | Hold |
1,851
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $358K | Sell |
1,851
-460
| -20% | -$88.9K | 0.09% | 114 |
|
|
2024
Q1 | $417K | Buy |
2,311
+576
| +33% | +$104K | 0.1% | 99 |
|
|
2023
Q4 | $264K | Buy |
1,735
+240
| +16% | +$36.5K | 0.07% | 134 |
|
|
2023
Q3 | $190K | Buy |
1,495
+199
| +15% | +$25.3K | 0.06% | 142 |
|
|
2023
Q2 | $169K | Buy |
+1,296
| New | +$169K | 0.05% | 149 |
|