CWP
Curated Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
29,764
+4,145
| +16% | +$909K | 0.77% | 12 |
|
|
2025
Q1 | $4.87M | Sell |
25,619
-1,730
| -6% | -$329K | 0.63% | 11 |
|
|
2024
Q4 | $6M | Sell |
27,349
-1,887
| -6% | -$414K | 0.68% | 11 |
|
|
2024
Q3 | $5.45M | Buy |
29,236
+2,879
| +11% | +$536K | 0.7% | 12 |
|
|
2024
Q2 | $5.09M | Buy |
+26,357
| New | +$5.09M | 0.71% | 12 |
|
|
2024
Q1 | – | Sell |
-26,711
| Closed | -$4.06M | – | 13 |
|
|
2023
Q4 | $4.06M | Buy |
26,711
+1,933
| +8% | +$294K | 0.66% | 13 |
|
|
2023
Q3 | $3.15M | Buy |
24,778
+1,773
| +8% | +$225K | 0.57% | 13 |
|
|
2023
Q2 | $3M | Sell |
23,005
-1,722
| -7% | -$224K | 0.58% | 13 |
|
|
2023
Q1 | $2.55M | Sell |
24,727
-554
| -2% | -$57.2K | 0.57% | 13 |
|
|
2022
Q4 | $2.12M | Buy |
25,281
+3,157
| +14% | +$265K | 0.52% | 15 |
|
|
2022
Q3 | $2.5M | Buy |
22,124
+274
| +1% | +$31K | 0.73% | 12 |
|
|
2022
Q2 | $2.32M | Buy |
21,850
+21,017
| +2,523% | +$2.23M | 0.68% | 13 |
|
|
2022
Q1 | $2.78M | Hold |
833
| – | – | 0.94% | 9 |
|
|
2021
Q4 | $2.78M | Sell |
833
-4
| -0.5% | -$13.3K | 0.9% | 10 |
|
|
2021
Q3 | $2.75M | Buy |
837
+15
| +2% | +$49.3K | 1.53% | 10 |
|
|
2021
Q2 | $2.83M | Buy |
822
+17
| +2% | +$58.5K | 1.54% | 9 |
|
|
2021
Q1 | $2.49M | Buy |
805
+49
| +6% | +$152K | 1.53% | 13 |
|
|
2020
Q4 | $2.46M | Buy |
+756
| New | +$2.46M | 1.6% | 9 |
|