CPWM
Cypress Point Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
1,342
+43
| +3% | +$9.43K | 0.07% | 72 |
|
|
2025
Q1 | $247K | Sell |
1,299
-118
| -8% | -$22.5K | 0.08% | 65 |
|
|
2024
Q4 | $311K | Sell |
1,417
-2,511
| -64% | -$551K | 0.1% | 61 |
|
|
2024
Q3 | $732K | Buy |
3,928
+7
| +0.2% | +$1.3K | 0.29% | 47 |
|
|
2024
Q2 | $758K | Sell |
3,921
-2
| -0.1% | -$387 | 0.36% | 45 |
|
|
2024
Q1 | $708K | Sell |
3,923
-297
| -7% | -$53.6K | 0.36% | 46 |
|
|
2023
Q4 | $641K | Sell |
4,220
-1,494
| -26% | -$227K | 0.48% | 40 |
|
|
2023
Q3 | $726K | Buy |
+5,714
| New | +$726K | 0.64% | 33 |
|
|
2022
Q2 | – | Sell |
-93
| Closed | -$303K | – | 25 |
|
|
2022
Q1 | $303K | Buy |
93
+21
| +29% | +$68.4K | 0.31% | 29 |
|
|
2021
Q4 | $240K | Hold |
72
| – | – | 0.22% | 28 |
|
|
2021
Q3 | $237K | Hold |
72
| – | – | 0.17% | 26 |
|
|
2021
Q2 | $248K | Hold |
72
| – | – | 0.18% | 28 |
|
|
2021
Q1 | $223K | Sell |
72
-195
| -73% | -$604K | 0.23% | 23 |
|
|
2020
Q4 | $869K | Buy |
+267
| New | +$869K | 1.32% | 23 |
|