CWM
CMH Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
105,223
-1,479
| -1% | -$324K | 5.37% | 2 |
|
|
2025
Q1 | $20.3M | Sell |
106,702
-21,023
| -16% | -$4M | 5.09% | 3 |
|
|
2024
Q4 | $28M | Sell |
127,725
-967
| -0.8% | -$212K | 6.42% | 2 |
|
|
2024
Q3 | $24M | Buy |
128,692
+901
| +0.7% | +$168K | 5.64% | 3 |
|
|
2024
Q2 | $24.7M | Sell |
127,791
-1,562
| -1% | -$302K | 6.08% | 3 |
|
|
2024
Q1 | $23.3M | Sell |
129,353
-32,031
| -20% | -$5.78M | 5.93% | 2 |
|
|
2023
Q4 | $24.5M | Buy |
161,384
+805
| +0.5% | +$122K | 5.94% | 2 |
|
|
2023
Q3 | $20.4M | Buy |
160,579
+7,041
| +5% | +$895K | 5.71% | 3 |
|
|
2023
Q2 | $20M | Sell |
153,538
-32,839
| -18% | -$4.28M | 5.38% | 3 |
|
|
2023
Q1 | $19.3M | Buy |
186,377
+33,812
| +22% | +$3.49M | 5.56% | 2 |
|
|
2022
Q4 | $12.8M | Sell |
152,565
-24,035
| -14% | -$2.02M | 4.11% | 4 |
|
|
2022
Q3 | $20M | Sell |
176,600
-24,928
| -12% | -$2.82M | 7.32% | 1 |
|
|
2022
Q2 | $21.4M | Buy |
201,528
+193,908
| +2,545% | +$20.6M | 7.74% | 1 |
|
|
2022
Q1 | $24.8M | Buy |
7,620
+970
| +15% | +$3.16M | 7.64% | 1 |
|
|
2021
Q4 | $22.2M | Buy |
6,650
+303
| +5% | +$1.01M | 6.69% | 3 |
|
|
2021
Q3 | $20.9M | Buy |
6,347
+442
| +7% | +$1.45M | 6.84% | 1 |
|
|
2021
Q2 | $20.3M | Buy |
5,905
+307
| +5% | +$1.06M | 6.79% | 1 |
|
|
2021
Q1 | $17.3M | Buy |
5,598
+295
| +6% | +$913K | 6.52% | 1 |
|
|
2020
Q4 | $17.3M | Buy |
5,303
+101
| +2% | +$329K | 6.32% | 3 |
|
|
2020
Q3 | $16.4M | Buy |
5,202
+278
| +6% | +$875K | 7.01% | 3 |
|
|
2020
Q2 | $13.6M | Sell |
4,924
-210
| -4% | -$579K | 6.49% | 3 |
|
|
2020
Q1 | $10M | Buy |
5,134
+504
| +11% | +$983K | 5.85% | 2 |
|
|
2019
Q4 | $8.56M | Buy |
4,630
+213
| +5% | +$394K | 4.39% | 4 |
|
|
2019
Q3 | $7.67M | Buy |
4,417
+120
| +3% | +$208K | 4.34% | 4 |
|
|
2019
Q2 | $8.14M | Sell |
4,297
-42
| -1% | -$79.5K | 4.77% | 2 |
|
|
2019
Q1 | $7.73M | Buy |
4,339
+115
| +3% | +$205K | 4.68% | 2 |
|
|
2018
Q4 | $6.34M | Buy |
4,224
+536
| +15% | +$805K | 3.83% | 4 |
|
|
2018
Q3 | $7.39M | Sell |
3,688
-108
| -3% | -$216K | 3.87% | 6 |
|
|
2018
Q2 | $6.51M | Buy |
3,796
+197
| +5% | +$338K | 3.72% | 7 |
|
|
2018
Q1 | $4.94M | Sell |
3,599
-818
| -19% | -$1.12M | 3.33% | 8 |
|
|
2017
Q4 | $5.25M | Sell |
4,417
-35
| -0.8% | -$41.6K | 3.47% | 7 |
|
|
2017
Q3 | $4.27M | Sell |
4,452
-1,133
| -20% | -$1.09M | 3.17% | 8 |
|
|
2017
Q2 | $5.42M | Sell |
5,585
-771
| -12% | -$748K | 4.32% | 5 |
|
|
2017
Q1 | $5.7M | Buy |
6,356
+98
| +2% | +$87.8K | 4.46% | 4 |
|
|
2016
Q4 | $5.06M | Buy |
+6,258
| New | +$5.06M | 4.43% | 3 |
|