JWM
JGP Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
22,961
+93
| +0.4% | +$20.4K | 0.61% | 42 |
|
|
2025
Q1 | $4.35M | Sell |
22,868
-537
| -2% | -$102K | 0.57% | 45 |
|
|
2024
Q4 | $5.13M | Buy |
23,405
+792
| +4% | +$174K | 0.66% | 43 |
|
|
2024
Q3 | $4.21M | Buy |
22,613
+977
| +5% | +$182K | 0.54% | 46 |
|
|
2024
Q2 | $4.18M | Buy |
21,636
+649
| +3% | +$125K | 0.6% | 45 |
|
|
2024
Q1 | $3.79M | Sell |
20,987
-1,522
| -7% | -$275K | 0.55% | 48 |
|
|
2023
Q4 | $3.42M | Buy |
22,509
+1,031
| +5% | +$157K | 0.51% | 46 |
|
|
2023
Q3 | $2.73M | Buy |
21,478
+170
| +0.8% | +$21.6K | 0.46% | 50 |
|
|
2023
Q2 | $2.78M | Sell |
21,308
-235
| -1% | -$30.6K | 0.45% | 48 |
|
|
2023
Q1 | $2.23M | Buy |
21,543
+762
| +4% | +$78.7K | 0.39% | 54 |
|
|
2022
Q4 | $1.75M | Buy |
20,781
+1,644
| +9% | +$138K | 0.32% | 60 |
|
|
2022
Q3 | $2.19M | Sell |
19,137
-265
| -1% | -$30.4K | 0.46% | 50 |
|
|
2022
Q2 | $2.22M | Buy |
19,402
+18,473
| +1,988% | +$2.11M | 0.45% | 52 |
|
|
2022
Q1 | $2.87M | Sell |
929
-10
| -1% | -$30.9K | 0.53% | 48 |
|
|
2021
Q4 | $3.09M | Buy |
939
+59
| +7% | +$194K | 0.57% | 43 |
|
|
2021
Q3 | $2.89M | Buy |
880
+9
| +1% | +$29.6K | 0.62% | 45 |
|
|
2021
Q2 | $3M | Buy |
871
+54
| +7% | +$186K | 0.64% | 43 |
|
|
2021
Q1 | $2.53M | Buy |
817
+19
| +2% | +$58.8K | 0.57% | 45 |
|
|
2020
Q4 | $2.66M | Buy |
798
+132
| +20% | +$440K | 0.62% | 45 |
|
|
2020
Q3 | $2.13M | Buy |
666
+93
| +16% | +$297K | 0.57% | 45 |
|
|
2020
Q2 | $1.77M | Buy |
573
+39
| +7% | +$120K | 0.52% | 48 |
|
|
2020
Q1 | $1.09M | Sell |
534
-113
| -17% | -$231K | 0.39% | 62 |
|
|
2019
Q4 | $1.23M | Buy |
647
+63
| +11% | +$120K | 0.36% | 66 |
|
|
2019
Q3 | $1M | Buy |
584
+51
| +10% | +$87.4K | 0.35% | 71 |
|
|
2019
Q2 | $1.01M | Buy |
533
+2
| +0.4% | +$3.79K | 0.36% | 71 |
|
|
2019
Q1 | $946K | Buy |
531
+6
| +1% | +$10.7K | 0.36% | 75 |
|
|
2018
Q4 | $789K | Sell |
525
-12
| -2% | -$18K | 0.33% | 75 |
|
|
2018
Q3 | $1.08M | Buy |
537
+45
| +9% | +$90.2K | 0.43% | 69 |
|
|
2018
Q2 | $836K | Buy |
+492
| New | +$836K | 0.35% | 79 |
|