JWM
Jessup Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
155,132
-1,122
| -0.7% | -$246K | 13.66% | 1 |
|
|
2025
Q1 | $29.7M | Buy |
156,254
+5,762
| +4% | +$1.1M | 12.5% | 1 |
|
|
2024
Q4 | $33M | Sell |
150,492
-1,419
| -0.9% | -$311K | 14.08% | 1 |
|
|
2024
Q3 | $28.3M | Buy |
151,911
+7,172
| +5% | +$1.34M | 12.98% | 1 |
|
|
2024
Q2 | $28M | Buy |
144,739
+522
| +0.4% | +$101K | 11.93% | 1 |
|
|
2024
Q1 | $26M | Buy |
144,217
+13,464
| +10% | +$2.43M | 11.14% | 1 |
|
|
2023
Q4 | $19.9M | Buy |
130,753
+5,036
| +4% | +$765K | 9.93% | 2 |
|
|
2023
Q3 | $16M | Sell |
125,717
-55,182
| -31% | -$7.01M | 9.21% | 2 |
|
|
2023
Q2 | $23.6M | Buy |
180,899
+54,615
| +43% | +$7.12M | 12.62% | 1 |
|
|
2023
Q1 | $13M | Buy |
126,284
+15,329
| +14% | +$1.58M | 7.73% | 2 |
|
|
2022
Q4 | $9.32M | Buy |
+110,955
| New | +$9.32M | 5.91% | 3 |
|