CWM
Compass 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 | Buy |
6,219
+196
| +3% | +$43K | 0.32% | 76 |
|
2025
Q1 | $1.15M | Hold |
6,023
| – | – | 0.29% | 79 |
|
2024
Q4 | $1.32M | Buy |
6,023
+100
| +2% | +$21.9K | 0.32% | 77 |
|
2024
Q3 | $1.1M | Sell |
5,923
-60
| -1% | -$11.2K | 0.26% | 82 |
|
2024
Q2 | $1.16M | Buy |
5,983
+305
| +5% | +$58.9K | 0.29% | 79 |
|
2024
Q1 | $1.02M | Buy |
5,678
+1,665
| +41% | +$300K | 0.26% | 88 |
|
2023
Q4 | $610K | Buy |
4,013
+363
| +10% | +$55.2K | 0.17% | 104 |
|
2023
Q3 | $464K | Buy |
3,650
+181
| +5% | +$23K | 0.15% | 115 |
|
2023
Q2 | $452K | Buy |
3,469
+449
| +15% | +$58.5K | 0.14% | 116 |
|
2023
Q1 | $312K | Sell |
3,020
-730
| -19% | -$75.4K | 0.1% | 133 |
|
2022
Q4 | $315K | Buy |
+3,750
| New | +$315K | 0.1% | 130 |
|