CWM
Congress Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
88,614
-268,865
| -75% | -$59M | 0.19% | 131 |
|
|
2025
Q1 | $68.3M | Buy |
357,479
+94,030
| +36% | +$18M | 0.82% | 16 |
|
|
2024
Q4 | $57.8M | Sell |
263,449
-13,134
| -5% | -$2.88M | 0.79% | 20 |
|
|
2024
Q3 | $51.5M | Buy |
276,583
+50,698
| +22% | +$9.45M | 0.69% | 21 |
|
|
2024
Q2 | $43.7M | Buy |
225,885
+44,324
| +24% | +$8.57M | 0.69% | 27 |
|
|
2024
Q1 | $32.8M | Sell |
181,561
-8,422
| -4% | -$1.52M | 0.57% | 37 |
|
|
2023
Q4 | $28.9M | Buy |
189,983
+29,863
| +19% | +$4.54M | 0.53% | 40 |
|
|
2023
Q3 | $20.4M | Buy |
160,120
+13,622
| +9% | +$1.73M | 0.42% | 52 |
|
|
2023
Q2 | $19.1M | Buy |
146,498
+3,329
| +2% | +$434K | 0.44% | 49 |
|
|
2023
Q1 | $14.8M | Buy |
143,169
+4,070
| +3% | +$420K | 0.36% | 61 |
|
|
2022
Q4 | $11.7M | Buy |
139,099
+3,157
| +2% | +$265K | 0.3% | 93 |
|
|
2022
Q3 | $15.4M | Buy |
135,942
+1,496
| +1% | +$169K | 0.41% | 54 |
|
|
2022
Q2 | $14.3M | Buy |
134,446
+127,733
| +1,903% | +$13.6M | 0.36% | 60 |
|
|
2022
Q1 | $21.9M | Sell |
6,713
-314
| -4% | -$1.02M | 0.48% | 51 |
|
|
2021
Q4 | $23.4M | Buy |
+7,027
| New | +$23.4M | 0.47% | 53 |
|