JPWM
Jamison Private Wealth Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7M | Buy |
62,474
+904
| +1% | +$198K | 1.97% | 10 |
|
2025
Q1 | $11.7M | Buy |
61,570
+374
| +0.6% | +$71.2K | 1.79% | 15 |
|
2024
Q4 | $13.4M | Buy |
61,196
+1,001
| +2% | +$220K | 1.98% | 9 |
|
2024
Q3 | $11.2M | Buy |
60,195
+2,260
| +4% | +$421K | 1.71% | 13 |
|
2024
Q2 | $11.2M | Sell |
57,935
-2,392
| -4% | -$462K | 1.86% | 10 |
|
2024
Q1 | $10.9M | Buy |
60,327
+1,514
| +3% | +$273K | 1.84% | 12 |
|
2023
Q4 | $8.94M | Buy |
58,813
+316
| +0.5% | +$48K | 1.67% | 14 |
|
2023
Q3 | $7.44M | Buy |
+58,497
| New | +$7.44M | 1.54% | 17 |
|