CWM
ClientFirst Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
1,480
| – | – | 0.33% | 31 |
|
|
2025
Q1 | $282K | Hold |
1,480
| – | – | 0.32% | 34 |
|
|
2024
Q4 | $325K | Buy |
+1,480
| New | +$325K | 0.33% | 29 |
|
|
2023
Q3 | $226K | Hold |
1,620
| – | – | 0.28% | 25 |
|
|
2023
Q2 | $218K | Buy |
+1,620
| New | +$218K | 0.26% | 28 |
|