CWS
Confluence Wealth Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
24,027
-2,463
| -9% | -$540K | 0.29% | 50 |
|
|
2025
Q1 | $4.78M | Buy |
26,490
+3,234
| +14% | +$584K | 0.3% | 48 |
|
|
2024
Q4 | $5.47M | Sell |
23,256
-261
| -1% | -$61.4K | 0.36% | 41 |
|
|
2024
Q3 | $4.38M | Sell |
23,517
-3,243
| -12% | -$604K | 0.32% | 43 |
|
|
2024
Q2 | $5.17M | Buy |
26,760
+1,876
| +8% | +$363K | 0.41% | 35 |
|
|
2024
Q1 | $4.49M | Buy |
24,884
+5,665
| +29% | +$1.02M | 0.4% | 39 |
|
|
2023
Q4 | $2.92M | Buy |
19,219
+1,778
| +10% | +$270K | 0.32% | 43 |
|
|
2023
Q3 | $2.22M | Buy |
17,441
+1,734
| +11% | +$220K | 0.44% | 42 |
|
|
2023
Q2 | $2.05M | Buy |
15,707
+534
| +4% | +$69.6K | 0.43% | 46 |
|
|
2023
Q1 | $1.57M | Buy |
15,173
+1,716
| +13% | +$177K | 0.37% | 58 |
|
|
2022
Q4 | $1.13M | Sell |
13,457
-1,192
| -8% | -$100K | 0.29% | 66 |
|
|
2022
Q3 | $1.66M | Sell |
14,649
-4,457
| -23% | -$504K | 0.7% | 35 |
|
|
2022
Q2 | $2.69M | Buy |
19,106
+18,530
| +3,217% | +$2.61M | 1.18% | 14 |
|
|
2022
Q1 | $1.88M | Buy |
576
+9
| +2% | +$29.3K | 0.68% | 33 |
|
|
2021
Q4 | $1.89M | Buy |
+567
| New | +$1.89M | 0.61% | 31 |
|