JWCA
J.W. Coons Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
29,705
+4,604
| +18% | +$1.01M | 1.47% | 12 |
|
|
2025
Q1 | $4.78M | Sell |
25,101
-586
| -2% | -$111K | 1.26% | 17 |
|
|
2024
Q4 | $5.64M | Sell |
25,687
-450
| -2% | -$98.7K | 1.45% | 11 |
|
|
2024
Q3 | $4.87M | Buy |
26,137
+25
| +0.1% | +$4.66K | 1.22% | 16 |
|
|
2024
Q2 | $5.05M | Hold |
26,112
| – | – | 1.22% | 13 |
|
|
2024
Q1 | $4.71M | Buy |
26,112
+330
| +1% | +$59.5K | 1.06% | 17 |
|
|
2023
Q4 | $3.92M | Buy |
25,782
+988
| +4% | +$150K | 1.06% | 20 |
|
|
2023
Q3 | $3.15M | Buy |
24,794
+430
| +2% | +$54.7K | 0.91% | 26 |
|
|
2023
Q2 | $3.18M | Buy |
24,364
+2
| +0% | +$261 | 0.87% | 30 |
|
|
2023
Q1 | $2.52M | Buy |
24,362
+1,380
| +6% | +$143K | 0.72% | 39 |
|
|
2022
Q4 | $1.93M | Sell |
22,982
-4,298
| -16% | -$361K | 0.58% | 48 |
|
|
2022
Q3 | $3.08M | Hold |
27,280
| – | – | 1.17% | 18 |
|
|
2022
Q2 | $2.89M | Buy |
27,280
+25,909
| +1,890% | +$2.75M | 1.02% | 23 |
|
|
2022
Q1 | $4.47M | Hold |
1,371
| – | – | 1.33% | 12 |
|
|
2021
Q4 | $4.57M | Buy |
1,371
+60
| +5% | +$200K | 1.38% | 9 |
|
|
2021
Q3 | $4.31M | Buy |
1,311
+16
| +1% | +$52.6K | 1.47% | 8 |
|
|
2021
Q2 | $4.46M | Sell |
1,295
-7
| -0.5% | -$24.1K | 1.58% | 8 |
|
|
2021
Q1 | $4.03M | Buy |
1,302
+2
| +0.2% | +$6.18K | 1.44% | 10 |
|
|
2020
Q4 | $4.24M | Buy |
1,300
+3
| +0.2% | +$9.78K | 1.62% | 8 |
|
|
2020
Q3 | $4.08M | Sell |
1,297
-5
| -0.4% | -$15.7K | 1.7% | 7 |
|
|
2020
Q2 | $3.6M | Buy |
1,302
+38
| +3% | +$105K | 1.6% | 9 |
|
|
2020
Q1 | $2.47M | Buy |
+1,264
| New | +$2.47M | 1.29% | 15 |
|