CWA
CM Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,536
+1,450
| +35% | +$318K | 0.36% | 26 |
|
|
2025
Q1 | $777K | Hold |
4,086
| – | – | 0.25% | 38 |
|
|
2024
Q4 | $896K | Buy |
4,086
+1,545
| +61% | +$339K | 0.29% | 30 |
|
|
2024
Q3 | $473K | Hold |
2,541
| – | – | 0.15% | 53 |
|
|
2024
Q2 | $491K | Sell |
2,541
-3,385
| -57% | -$654K | 0.23% | 41 |
|
|
2024
Q1 | $1.12M | Buy |
5,926
+3,826
| +182% | +$722K | 0.32% | 34 |
|
|
2023
Q4 | $319K | Hold |
2,100
| – | – | 0.14% | 59 |
|
|
2023
Q3 | $306K | Sell |
2,100
-3,315
| -61% | -$483K | 0.12% | 60 |
|
|
2023
Q2 | $716K | Sell |
5,415
-12,816
| -70% | -$1.69M | 0.23% | 45 |
|
|
2023
Q1 | $1.91M | Buy |
+18,231
| New | +$1.91M | 0.37% | 54 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$249M | – | 69 |
|
|
2022
Q3 | $249M | Buy |
2,200
+140
| +7% | +$15.8M | 0.14% | 61 |
|
|
2022
Q2 | $219K | Buy |
+2,060
| New | +$219K | 0.13% | 65 |
|