JWM
Jackson Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
28,265
+173
| +0.6% | +$38K | 0.67% | 40 |
|
|
2025
Q1 | $5.35M | Buy |
28,092
+620
| +2% | +$118K | 0.65% | 41 |
|
|
2024
Q4 | $6.03M | Buy |
27,472
+556
| +2% | +$122K | 0.68% | 40 |
|
|
2024
Q3 | $5.02M | Buy |
26,916
+9,257
| +52% | +$1.72M | 0.6% | 45 |
|
|
2024
Q2 | $3.41M | Sell |
17,659
-8,187
| -32% | -$1.58M | 0.73% | 37 |
|
|
2024
Q1 | $4.66M | Buy |
25,846
+20,225
| +360% | +$3.65M | 0.58% | 43 |
|
|
2023
Q4 | $854K | Sell |
5,621
-640
| -10% | -$97.2K | 0.11% | 92 |
|
|
2023
Q3 | $796K | Buy |
6,261
+200
| +3% | +$25.4K | 0.11% | 91 |
|
|
2023
Q2 | $790K | Sell |
6,061
-99
| -2% | -$12.9K | 0.12% | 83 |
|
|
2023
Q1 | $636K | Sell |
6,160
-660
| -10% | -$68.2K | 0.48% | 69 |
|
|
2022
Q4 | $573K | Sell |
6,820
-182
| -3% | -$15.3K | 0.21% | 67 |
|
|
2022
Q3 | $791K | Buy |
7,002
+5,042
| +257% | +$570K | 0.16% | 77 |
|
|
2022
Q2 | $208K | Sell |
1,960
-5,334
| -73% | -$566K | 0.1% | 86 |
|
|
2022
Q1 | $23.8M | Sell |
7,294
-982
| -12% | -$3.2M | 3.3% | 8 |
|
|
2021
Q4 | $27.6M | Buy |
8,276
+2,113
| +34% | +$7.04M | 3.49% | 5 |
|
|
2021
Q3 | $1.42M | Sell |
6,163
-3,850
| -38% | -$885K | 17.16% | 1 |
|
|
2021
Q2 | $34.4M | Buy |
10,013
+525
| +6% | +$1.81M | 4.36% | 2 |
|
|
2021
Q1 | $29.4M | Sell |
9,488
-691
| -7% | -$2.14M | 4.4% | 4 |
|
|
2020
Q4 | $33.2M | Sell |
10,179
-659
| -6% | -$2.15M | 4.52% | 4 |
|
|
2020
Q3 | $34.1M | Buy |
10,838
+3,356
| +45% | +$10.6M | 5.11% | 3 |
|
|
2020
Q2 | $20.6M | Buy |
7,482
+2,815
| +60% | +$7.77M | 3.67% | 7 |
|
|
2020
Q1 | $11.2M | Sell |
4,667
-981
| -17% | -$2.36M | 2.35% | 10 |
|
|
2019
Q4 | $10.5M | Buy |
5,648
+1,445
| +34% | +$2.69M | 1.74% | 10 |
|
|
2019
Q3 | $7.23M | Buy |
+4,203
| New | +$7.23M | 1.51% | 15 |
|
|
2018
Q4 | – | Sell |
-27,785
| Closed | -$55.7M | – | 82 |
|
|
2018
Q3 | $55.7M | Buy |
27,785
+14,060
| +102% | +$28.2M | 11.71% | 1 |
|
|
2018
Q2 | $25.6M | Buy |
+13,725
| New | +$25.6M | 5.96% | 3 |
|
|
2015
Q4 | – | Sell |
-525
| Closed | -$269K | – | 67 |
|
|
2015
Q3 | $269K | Hold |
525
| – | – | 0.1% | 92 |
|
|
2015
Q2 | $226K | Sell |
525
-100
| -16% | -$43K | 0.08% | 102 |
|
|
2015
Q1 | $233K | Sell |
625
-508
| -45% | -$189K | 0.08% | 104 |
|
|
2014
Q4 | $352K | Buy |
+1,133
| New | +$352K | 0.11% | 93 |
|