CWS
Cypress Wealth Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
25,083
+1,669
| +7% | +$366K | 0.99% | 24 |
|
|
2025
Q1 | $4.45M | Buy |
23,414
+468
| +2% | +$89K | 0.9% | 26 |
|
|
2024
Q4 | $5.03M | Buy |
22,946
+942
| +4% | +$207K | 1.01% | 23 |
|
|
2024
Q3 | $4.1M | Buy |
22,004
+784
| +4% | +$146K | 0.85% | 27 |
|
|
2024
Q2 | $4.1M | Buy |
21,220
+1,337
| +7% | +$258K | 0.91% | 27 |
|
|
2024
Q1 | $3.59M | Buy |
19,883
+284
| +1% | +$51.2K | 0.84% | 28 |
|
|
2023
Q4 | $2.98M | Sell |
19,599
-771
| -4% | -$117K | 0.74% | 32 |
|
|
2023
Q3 | $2.59M | Buy |
20,370
+759
| +4% | +$96.5K | 0.72% | 36 |
|
|
2023
Q2 | $2.62M | Buy |
19,611
+1,249
| +7% | +$167K | 0.69% | 35 |
|
|
2023
Q1 | $1.9M | Buy |
18,362
+572
| +3% | +$59.1K | 0.56% | 42 |
|
|
2022
Q4 | $1.49M | Buy |
17,790
+8
| +0% | +$672 | 0.48% | 53 |
|
|
2022
Q3 | $2.04M | Sell |
17,782
-1,268
| -7% | -$145K | 0.69% | 34 |
|
|
2022
Q2 | $2.02M | Buy |
19,050
+18,115
| +1,937% | +$1.92M | 0.65% | 36 |
|
|
2022
Q1 | $3.05M | Buy |
935
+2
| +0.2% | +$6.52K | 0.83% | 30 |
|
|
2021
Q4 | $3.11M | Buy |
933
+30
| +3% | +$100K | 0.85% | 30 |
|
|
2021
Q3 | $2.97M | Sell |
903
-232
| -20% | -$762K | 0.89% | 30 |
|
|
2021
Q2 | $3.91M | Sell |
1,135
-329
| -22% | -$1.13M | 1.07% | 24 |
|
|
2021
Q1 | $4.53M | Buy |
1,464
+104
| +8% | +$322K | 0.95% | 31 |
|
|
2020
Q4 | $4.43M | Buy |
+1,360
| New | +$4.43M | 0.99% | 30 |
|
|
2020
Q3 | – | Sell |
-1,525
| Closed | -$4.21M | – | 13 |
|
|
2020
Q2 | $4.21M | Buy |
1,525
+119
| +8% | +$328K | 1% | 26 |
|
|
2020
Q1 | $2.74M | Buy |
1,406
+108
| +8% | +$211K | 0.81% | 39 |
|
|
2019
Q4 | $2.4M | Sell |
1,298
-25
| -2% | -$46.2K | 0.61% | 52 |
|
|
2019
Q3 | $2.3M | Buy |
1,323
+24
| +2% | +$41.7K | 0.63% | 51 |
|
|
2019
Q2 | $2.46M | Sell |
1,299
-56
| -4% | -$106K | 0.71% | 45 |
|
|
2019
Q1 | $2.41M | Buy |
1,355
+328
| +32% | +$584K | 0.76% | 42 |
|
|
2018
Q4 | $1.54M | Buy |
1,027
+143
| +16% | +$215K | 0.61% | 52 |
|
|
2018
Q3 | $1.77M | Buy |
884
+94
| +12% | +$188K | 0.63% | 43 |
|
|
2018
Q2 | $1.34M | Buy |
790
+70
| +10% | +$119K | 0.51% | 57 |
|
|
2018
Q1 | $1.04M | Sell |
720
-46
| -6% | -$66.6K | 0.44% | 67 |
|
|
2017
Q4 | $896K | Buy |
+766
| New | +$896K | 0.37% | 74 |
|