CWA
CJM Wealth Advisers’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
6,480
-360
| -5% | -$79K | 0.47% | 23 |
|
|
2025
Q1 | $1.3M | Sell |
6,840
-89
| -1% | -$16.9K | 0.46% | 24 |
|
|
2024
Q4 | $1.52M | Sell |
6,929
-49
| -0.7% | -$10.8K | 0.51% | 19 |
|
|
2024
Q3 | $1.3M | Hold |
6,978
| – | – | 0.45% | 20 |
|
|
2024
Q2 | $1.38M | Buy |
6,978
+200
| +3% | +$39.4K | 0.51% | 20 |
|
|
2024
Q1 | $1.22M | Buy |
6,778
+276
| +4% | +$49.8K | 0.46% | 21 |
|
|
2023
Q4 | $988K | Buy |
6,502
+556
| +9% | +$84.5K | 0.44% | 23 |
|
|
2023
Q3 | $756K | Hold |
5,946
| – | – | 0.37% | 25 |
|
|
2023
Q2 | $775K | Hold |
5,946
| – | – | 0.39% | 24 |
|
|
2023
Q1 | $614K | Hold |
5,946
| – | – | 0.35% | 29 |
|
|
2022
Q4 | $499K | Sell |
5,946
-1,786
| -23% | -$150K | 0.31% | 30 |
|
|
2022
Q3 | $874K | Buy |
7,732
+331
| +4% | +$37.4K | 0.62% | 22 |
|
|
2022
Q2 | $786K | Buy |
7,401
+7,034
| +1,917% | +$747K | 0.55% | 23 |
|
|
2022
Q1 | $1.2M | Buy |
367
+35
| +11% | +$114K | 0.82% | 22 |
|
|
2021
Q4 | $1.11M | Buy |
+332
| New | +$1.11M | 0.79% | 21 |
|