CWM
Cranbrook Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
4,273
-368
| -8% | -$80.7K | 0.2% | 58 |
|
|
2025
Q1 | $883K | Sell |
4,641
-696
| -13% | -$132K | 0.21% | 57 |
|
|
2024
Q4 | $1.17M | Sell |
5,337
-418
| -7% | -$91.7K | 0.27% | 53 |
|
|
2024
Q3 | $1.07M | Sell |
5,755
-791
| -12% | -$147K | 0.24% | 54 |
|
|
2024
Q2 | $1.26M | Sell |
6,546
-600
| -8% | -$116K | 0.31% | 47 |
|
|
2024
Q1 | $1.29M | Sell |
7,146
-600
| -8% | -$108K | 0.33% | 45 |
|
|
2023
Q4 | $1.18M | Sell |
7,746
-600
| -7% | -$91.2K | 0.31% | 46 |
|
|
2023
Q3 | $1.06M | Buy |
8,346
+6,500
| +352% | +$826K | 0.31% | 47 |
|
|
2023
Q2 | $241K | Sell |
1,846
-1,200
| -39% | -$156K | 0.07% | 86 |
|
|
2023
Q1 | $315K | Buy |
3,046
+1,280
| +72% | +$132K | 0.09% | 79 |
|
|
2022
Q4 | $148K | Sell |
1,766
-360
| -17% | -$30.2K | 0.04% | 105 |
|
|
2022
Q3 | $240K | Hold |
2,126
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $226K | Buy |
2,126
+2,027
| +2,047% | +$215K | 0.06% | 92 |
|
|
2022
Q1 | $323K | Hold |
99
| – | – | 0.07% | 89 |
|
|
2021
Q4 | $330K | Sell |
99
-22
| -18% | -$73.3K | 0.07% | 87 |
|
|
2021
Q3 | $397K | Buy |
121
+14
| +13% | +$45.9K | 0.09% | 84 |
|
|
2021
Q2 | $368K | Sell |
107
-6
| -5% | -$20.6K | 0.08% | 84 |
|
|
2021
Q1 | $350K | Buy |
113
+6
| +6% | +$18.6K | 0.08% | 84 |
|
|
2020
Q4 | $348K | Buy |
107
+11
| +11% | +$35.8K | 0.09% | 80 |
|
|
2020
Q3 | $302K | Buy |
96
+36
| +60% | +$113K | 0.09% | 77 |
|
|
2020
Q2 | $166K | Hold |
60
| – | – | 0.05% | 88 |
|
|
2020
Q1 | $117K | Sell |
60
-28
| -32% | -$54.6K | 0.04% | 94 |
|
|
2019
Q4 | $163K | Sell |
88
-21
| -19% | -$38.9K | 0.05% | 92 |
|
|
2019
Q3 | $189K | Buy |
109
+6
| +6% | +$10.4K | 0.05% | 84 |
|
|
2019
Q2 | $195K | Hold |
103
| – | – | 0.06% | 83 |
|
|
2019
Q1 | $183K | Buy |
103
+33
| +47% | +$58.6K | 0.06% | 80 |
|
|
2018
Q4 | $105K | Hold |
70
| – | – | 0.04% | 96 |
|
|
2018
Q3 | $140K | Buy |
70
+20
| +40% | +$40K | 0.05% | 80 |
|
|
2018
Q2 | $85K | Hold |
50
| – | – | 0.03% | 99 |
|
|
2018
Q1 | $72K | Hold |
50
| – | – | 0.03% | 101 |
|
|
2017
Q4 | $58K | Buy |
50
+10
| +25% | +$11.6K | 0.02% | 111 |
|
|
2017
Q3 | $38K | Hold |
40
| – | – | 0.02% | 129 |
|
|
2017
Q2 | $39K | Hold |
40
| – | – | 0.02% | 125 |
|
|
2017
Q1 | $35K | Hold |
40
| – | – | 0.02% | 122 |
|
|
2016
Q4 | $30K | Buy |
+40
| New | +$30K | 0.01% | 135 |
|