IWM
Iams Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
9,564
-3,540
| -27% | -$777K | 0.96% | 28 |
|
|
2025
Q1 | $2.49M | Buy |
13,104
+998
| +8% | +$190K | 1.14% | 22 |
|
|
2024
Q4 | $2.66M | Buy |
12,106
+927
| +8% | +$203K | 1.21% | 20 |
|
|
2024
Q3 | $2.08M | Buy |
11,179
+1,973
| +21% | +$368K | 1.02% | 25 |
|
|
2024
Q2 | $1.78M | Buy |
9,206
+5,699
| +163% | +$1.1M | 0.97% | 31 |
|
|
2024
Q1 | $607K | Buy |
3,507
+295
| +9% | +$51.1K | 0.37% | 76 |
|
|
2023
Q4 | $488K | Buy |
3,212
+1,297
| +68% | +$197K | 0.32% | 82 |
|
|
2023
Q3 | $243K | Buy |
+1,915
| New | +$243K | 0.17% | 107 |
|