KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
1,589
+234
| +17% | +$51.3K | 0.28% | 57 |
|
|
2025
Q1 | $258K | Buy |
1,355
+206
| +18% | +$39.2K | 0.23% | 69 |
|
|
2024
Q4 | $252K | Sell |
1,149
-81
| -7% | -$17.8K | 0.19% | 72 |
|
|
2024
Q3 | $229K | Sell |
1,230
-67
| -5% | -$12.5K | 0.19% | 73 |
|
|
2024
Q2 | $251K | Sell |
1,297
-7
| -0.5% | -$1.35K | 0.23% | 65 |
|
|
2024
Q1 | $235K | Sell |
1,304
-60
| -4% | -$10.8K | 0.23% | 62 |
|
|
2023
Q4 | $207K | Buy |
+1,364
| New | +$207K | 0.21% | 63 |
|
|
2022
Q1 | – | Sell |
-83
| Closed | -$277K | – | 36 |
|
|
2021
Q4 | $277K | Buy |
+83
| New | +$277K | 0.34% | 52 |
|
|
2021
Q3 | – | Sell |
-107
| Closed | -$368K | – | 44 |
|
|
2021
Q2 | $368K | Hold |
107
| – | – | 0.15% | 96 |
|
|
2021
Q1 | $331K | Sell |
107
-8
| -7% | -$24.7K | 0.17% | 95 |
|
|
2020
Q4 | $375K | Hold |
115
| – | – | 0.22% | 85 |
|
|
2020
Q3 | $362K | Sell |
115
-20
| -15% | -$63K | 0.27% | 74 |
|
|
2020
Q2 | $372K | Buy |
+135
| New | +$372K | 0.34% | 63 |
|