CWM
Connecticut Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Sell |
32,295
-1,402
| -4% | -$308K | 0.34% | 43 |
|
|
2025
Q1 | $6.41M | Buy |
33,697
+2,464
| +8% | +$469K | 0.34% | 47 |
|
|
2024
Q4 | $6.85M | Buy |
31,233
+512
| +2% | +$112K | 0.34% | 37 |
|
|
2024
Q3 | $5.72M | Sell |
30,721
-72
| -0.2% | -$13.4K | 0.28% | 57 |
|
|
2024
Q2 | $5.95M | Buy |
30,793
+317
| +1% | +$61.3K | 0.31% | 55 |
|
|
2024
Q1 | $5.5M | Sell |
30,476
-174
| -0.6% | -$31.4K | 0.29% | 54 |
|
|
2023
Q4 | $4.66M | Buy |
30,650
+6,539
| +27% | +$994K | 0.27% | 59 |
|
|
2023
Q3 | $3.07M | Buy |
24,111
+8,807
| +58% | +$1.12M | 0.21% | 60 |
|
|
2023
Q2 | $2M | Buy |
15,304
+2,124
| +16% | +$277K | 0.14% | 71 |
|
|
2023
Q1 | $1.36M | Sell |
13,180
-305
| -2% | -$31.5K | 0.1% | 77 |
|
|
2022
Q4 | $1.13M | Buy |
13,485
+1,044
| +8% | +$87.7K | 0.1% | 77 |
|
|
2022
Q3 | $1.41M | Buy |
12,441
+2,274
| +22% | +$257K | 0.13% | 66 |
|
|
2022
Q2 | $1.08M | Buy |
10,167
+9,687
| +2,018% | +$1.03M | 0.09% | 81 |
|
|
2022
Q1 | $1.57M | Sell |
480
-131
| -21% | -$427K | 0.12% | 70 |
|
|
2021
Q4 | $2.04M | Buy |
611
+62
| +11% | +$207K | 0.16% | 60 |
|
|
2021
Q3 | $1.8M | Buy |
549
+18
| +3% | +$59.1K | 0.16% | 61 |
|
|
2021
Q2 | $1.83M | Sell |
531
-353
| -40% | -$1.21M | 0.16% | 60 |
|
|
2021
Q1 | $2.74M | Sell |
884
-6
| -0.7% | -$18.6K | 0.25% | 38 |
|
|
2020
Q4 | $2.9M | Sell |
890
-4
| -0.4% | -$13K | 0.31% | 43 |
|
|
2020
Q3 | $2.82M | Buy |
894
+500
| +127% | +$1.57M | 0.31% | 48 |
|
|
2020
Q2 | $1.09M | Buy |
394
+137
| +53% | +$378K | 0.13% | 60 |
|
|
2020
Q1 | $501K | Sell |
257
-9
| -3% | -$17.5K | 0.07% | 90 |
|
|
2019
Q4 | $492K | Sell |
266
-5
| -2% | -$9.25K | 0.05% | 106 |
|
|
2019
Q3 | $470K | Buy |
271
+34
| +14% | +$59K | 0.06% | 105 |
|
|
2019
Q2 | $449K | Buy |
237
+13
| +6% | +$24.6K | 0.06% | 106 |
|
|
2019
Q1 | $399K | Buy |
224
+32
| +17% | +$57K | 0.14% | 50 |
|
|
2018
Q4 | $288K | Buy |
192
+4
| +2% | +$6K | 0.13% | 57 |
|
|
2018
Q3 | $377K | Buy |
188
+23
| +14% | +$46.1K | 0.17% | 51 |
|
|
2018
Q2 | $283K | Hold |
165
| – | – | 0.14% | 54 |
|
|
2018
Q1 | $226K | Buy |
+165
| New | +$226K | 0.13% | 61 |
|