JWM
Janiczek Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.63M | Buy |
18,789
+480
| +3% | +$92.8K | 0.76% | 22 |
|
|
2024
Q1 | $3.3M | Buy |
18,309
+1,549
| +9% | +$279K | 0.7% | 23 |
|
|
2023
Q4 | $2.55M | Buy |
16,760
+2,167
| +15% | +$329K | 0.61% | 21 |
|
|
2023
Q3 | $1.86M | Buy |
14,593
+7,133
| +96% | +$907K | 0.49% | 22 |
|
|
2023
Q2 | $972K | Buy |
7,460
+945
| +15% | +$123K | 0.27% | 35 |
|
|
2023
Q1 | $668K | Buy |
6,515
+1,434
| +28% | +$147K | 0.19% | 39 |
|
|
2022
Q4 | $484K | Sell |
5,081
-1,395
| -22% | -$133K | 0.14% | 50 |
|
|
2022
Q3 | $736K | Buy |
6,476
+987
| +18% | +$112K | 0.24% | 38 |
|
|
2022
Q2 | $741K | Buy |
5,489
+5,214
| +1,896% | +$704K | 0.22% | 40 |
|
|
2022
Q1 | $897K | Sell |
275
-86
| -24% | -$281K | 0.25% | 35 |
|
|
2021
Q4 | $1.2M | Buy |
361
+19
| +6% | +$63.4K | 0.36% | 29 |
|
|
2021
Q3 | $1.12M | Buy |
342
+71
| +26% | +$233K | 0.4% | 28 |
|
|
2021
Q2 | $932K | Buy |
271
+57
| +27% | +$196K | 0.34% | 31 |
|
|
2021
Q1 | $662K | Sell |
214
-13
| -6% | -$40.2K | 0.26% | 33 |
|
|
2020
Q4 | $739K | Buy |
227
+113
| +99% | +$368K | 0.36% | 25 |
|
|
2020
Q3 | $359K | Buy |
114
+57
| +100% | +$180K | 0.19% | 32 |
|
|
2020
Q2 | $157K | Buy |
57
+10
| +21% | +$27.5K | 0.09% | 46 |
|
|
2020
Q1 | $92K | Sell |
47
-100
| -68% | -$196K | 0.05% | 47 |
|
|
2019
Q4 | $272K | Buy |
147
+12
| +9% | +$22.2K | 0.12% | 33 |
|
|
2019
Q3 | $234K | Hold |
135
| – | – | 0.11% | 33 |
|
|
2019
Q2 | $256K | Buy |
135
+20
| +17% | +$37.9K | 0.12% | 33 |
|
|
2019
Q1 | $205K | Buy |
115
+12
| +12% | +$21.4K | 0.1% | 40 |
|
|
2018
Q4 | $155K | Hold |
103
| – | – | 0.08% | 44 |
|
|
2018
Q3 | $206K | Hold |
103
| – | – | 0.11% | 39 |
|
|
2018
Q2 | $175K | Buy |
+103
| New | +$175K | 0.09% | 42 |
|