CWM
Collaborative Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
6,220
-20
| -0.3% | -$4.39K | 0.6% | 37 |
|
|
2025
Q1 | $1.19M | Sell |
6,240
-406
| -6% | -$77.2K | 0.56% | 40 |
|
|
2024
Q4 | $1.46M | Sell |
6,646
-29
| -0.4% | -$6.36K | 0.66% | 33 |
|
|
2024
Q3 | $1.24M | Sell |
6,675
-276
| -4% | -$51.4K | 0.56% | 41 |
|
|
2024
Q2 | $1.34M | Sell |
6,951
-1
| -0% | -$193 | 0.66% | 36 |
|
|
2024
Q1 | $1.25M | Sell |
6,952
-133
| -2% | -$24K | 0.63% | 39 |
|
|
2023
Q4 | $1.08M | Buy |
7,085
+235
| +3% | +$35.7K | 0.58% | 42 |
|
|
2023
Q3 | $871K | Hold |
6,850
| – | – | 0.52% | 46 |
|
|
2023
Q2 | $893K | Hold |
6,850
| – | – | 0.53% | 46 |
|
|
2023
Q1 | $708K | Sell |
6,850
-85
| -1% | -$8.78K | 0.45% | 63 |
|
|
2022
Q4 | $583K | Buy |
6,935
+120
| +2% | +$10.1K | 0.38% | 78 |
|
|
2022
Q3 | $770K | Sell |
6,815
-45
| -0.7% | -$5.08K | 0.55% | 53 |
|
|
2022
Q2 | $729K | Buy |
+6,860
| New | +$729K | 0.48% | 68 |
|
|
2021
Q4 | $1.21M | Buy |
+362
| New | +$1.21M | 0.66% | 43 |
|
|
2021
Q1 | $1.1M | Buy |
+338
| New | +$1.1M | 0.64% | 46 |
|