DWM
Dopkins Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
2,210
+100
| +5% | +$21.9K | 0.22% | 53 |
|
|
2025
Q1 | $401K | Hold |
2,110
| – | – | 0.2% | 56 |
|
|
2024
Q4 | $463K | Buy |
2,110
+110
| +6% | +$24.1K | 0.24% | 57 |
|
|
2024
Q3 | $373K | Sell |
2,000
-110
| -5% | -$20.5K | 0.3% | 35 |
|
|
2024
Q2 | $408K | Hold |
2,110
| – | – | 0.25% | 50 |
|
|
2024
Q1 | $381K | Buy |
2,110
+60
| +3% | +$10.8K | 0.23% | 52 |
|
|
2023
Q4 | $311K | Sell |
2,050
-60
| -3% | -$9.12K | 0.24% | 38 |
|
|
2023
Q3 | $268K | Buy |
2,110
+60
| +3% | +$7.63K | 0.2% | 45 |
|
|
2023
Q2 | $267K | Hold |
2,050
| – | – | 0.24% | 34 |
|
|
2023
Q1 | $212K | Sell |
2,050
-500
| -20% | -$51.6K | 0.2% | 37 |
|
|
2022
Q4 | $214K | Buy |
2,550
+500
| +24% | +$42K | 0.19% | 38 |
|
|
2022
Q3 | $232K | Buy |
2,050
+50
| +3% | +$5.66K | 0.26% | 36 |
|
|
2022
Q2 | $212K | Buy |
2,000
+1,900
| +1,900% | +$201K | 0.23% | 35 |
|
|
2022
Q1 | $326K | Hold |
100
| – | – | 0.35% | 30 |
|
|
2021
Q4 | $333K | Buy |
+100
| New | +$333K | 0.33% | 29 |
|