CWM
Core Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
3,337
+7
| +0.2% | +$1.54K | 0.26% | 14 |
|
|
2025
Q1 | $634K | Hold |
3,330
| – | – | 0.24% | 18 |
|
|
2024
Q4 | $731K | Hold |
3,330
| – | – | 0.29% | 13 |
|
|
2024
Q3 | $644K | Hold |
3,330
| – | – | 0.26% | 13 |
|
|
2024
Q2 | $644K | Buy |
3,330
+2,080
| +166% | +$402K | 0.26% | 13 |
|
|
2024
Q1 | $225K | Buy |
+1,250
| New | +$225K | 0.1% | 20 |
|