JWM
JPL Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
27,061
+175
| +0.7% | +$38.4K | 1.6% | 14 |
|
|
2025
Q1 | $5.12M | Sell |
26,886
-68
| -0.3% | -$12.9K | 1.46% | 16 |
|
|
2024
Q4 | $5.91M | Buy |
+26,954
| New | +$5.91M | 1.69% | 13 |
|
|
2024
Q2 | $4M | Buy |
20,695
+3,076
| +17% | +$594K | 1.96% | 10 |
|
|
2024
Q1 | $3.18M | Buy |
17,619
+9,598
| +120% | +$1.73M | 1.75% | 14 |
|
|
2023
Q4 | $1.22M | Buy |
+8,021
| New | +$1.22M | 0.88% | 58 |
|