DWM
Defined Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
3,818
+154
| +4% | +$33.8K | 0.52% | 50 |
|
|
2025
Q1 | $697K | Buy |
3,664
+611
| +20% | +$116K | 0.47% | 54 |
|
|
2024
Q4 | $670K | Buy |
3,053
+183
| +6% | +$40.1K | 0.44% | 51 |
|
|
2024
Q3 | $535K | Buy |
2,870
+286
| +11% | +$53.3K | 0.35% | 63 |
|
|
2024
Q2 | $499K | Buy |
2,584
+172
| +7% | +$33.2K | 0.35% | 64 |
|
|
2024
Q1 | $435K | Buy |
2,412
+30
| +1% | +$5.41K | 0.31% | 74 |
|
|
2023
Q4 | $362K | Buy |
2,382
+76
| +3% | +$11.5K | 0.28% | 83 |
|
|
2023
Q3 | $293K | Buy |
2,306
+289
| +14% | +$36.7K | 0.25% | 89 |
|
|
2023
Q2 | $263K | Buy |
2,017
+37
| +2% | +$4.82K | 0.22% | 91 |
|
|
2023
Q1 | $205K | Buy |
+1,980
| New | +$205K | 0.19% | 96 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$226K | – | 104 |
|
|
2022
Q3 | $226K | Hold |
2,000
| – | – | 0.25% | 83 |
|
|
2022
Q2 | $212K | Buy |
2,000
+1,897
| +1,842% | +$201K | 0.22% | 89 |
|
|
2022
Q1 | $336K | Hold |
103
| – | – | 0.3% | 77 |
|
|
2021
Q4 | $343K | Hold |
103
| – | – | 0.28% | 72 |
|
|
2021
Q3 | $338K | Buy |
103
+3
| +3% | +$9.85K | 0.3% | 70 |
|
|
2021
Q2 | $344K | Hold |
100
| – | – | 0.31% | 71 |
|
|
2021
Q1 | $309K | Hold |
100
| – | – | 0.29% | 71 |
|
|
2020
Q4 | $326K | Buy |
+100
| New | +$326K | 0.32% | 65 |
|