KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
4,367
+87
| +2% | +$19.1K | 0.38% | 41 |
|
|
2025
Q1 | $825K | Buy |
4,280
+740
| +21% | +$143K | 0.37% | 37 |
|
|
2024
Q4 | $777K | Sell |
3,540
-20
| -0.6% | -$4.39K | 0.36% | 37 |
|
|
2024
Q3 | $663K | Buy |
3,560
+381
| +12% | +$71K | 0.32% | 35 |
|
|
2024
Q2 | $614K | Sell |
3,179
-100
| -3% | -$19.3K | 0.34% | 36 |
|
|
2024
Q1 | $591K | Buy |
3,279
+19
| +0.6% | +$3.43K | 0.36% | 39 |
|
|
2023
Q4 | $495K | Buy |
+3,260
| New | +$495K | 0.36% | 34 |
|
|
2022
Q4 | $243K | Buy |
+2,892
| New | +$243K | 0.22% | 42 |
|
|
2021
Q4 | $287K | Buy |
+86
| New | +$287K | 0.26% | 40 |
|