KMWM
Keudell/Morrison Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
32,567
+1,403
| +5% | +$308K | 1.59% | 13 |
|
|
2025
Q1 | $5.93M | Buy |
31,164
+290
| +0.9% | +$55.2K | 1.4% | 13 |
|
|
2024
Q4 | $6.77M | Buy |
30,874
+51
| +0.2% | +$11.2K | 1.77% | 14 |
|
|
2024
Q3 | $5.74M | Sell |
30,823
-173
| -0.6% | -$32.2K | 1.56% | 12 |
|
|
2024
Q2 | $5.99M | Sell |
30,996
-672
| -2% | -$130K | 1.75% | 13 |
|
|
2024
Q1 | $5.71M | Buy |
31,668
+223
| +0.7% | +$40.2K | 1.73% | 12 |
|
|
2023
Q4 | $4.78M | Sell |
31,445
-169
| -0.5% | -$25.7K | 1.58% | 12 |
|
|
2023
Q3 | $4.02M | Sell |
31,614
-1,383
| -4% | -$176K | 1.23% | 16 |
|
|
2023
Q2 | $4.3M | Sell |
32,997
-351
| -1% | -$45.8K | 1.24% | 15 |
|
|
2023
Q1 | $3.44M | Buy |
33,348
+3,888
| +13% | +$402K | 1.01% | 17 |
|
|
2022
Q4 | $2.47M | Sell |
29,460
-2,363
| -7% | -$198K | 0.79% | 22 |
|
|
2022
Q3 | $3.6M | Sell |
31,823
-1,389
| -4% | -$157K | 1.35% | 12 |
|
|
2022
Q2 | $3.53M | Buy |
33,212
+31,633
| +2,003% | +$3.36M | 1.28% | 16 |
|
|
2022
Q1 | $5.15M | Buy |
1,579
+61
| +4% | +$199K | 2.15% | 5 |
|
|
2021
Q4 | $5.06M | Buy |
1,518
+46
| +3% | +$153K | 2% | 6 |
|
|
2021
Q3 | $4.84M | Buy |
1,472
+39
| +3% | +$128K | 2.07% | 7 |
|
|
2021
Q2 | $4.93M | Buy |
1,433
+137
| +11% | +$471K | 2.7% | 5 |
|
|
2021
Q1 | $4.01M | Buy |
1,296
+237
| +22% | +$733K | 2.33% | 7 |
|
|
2020
Q4 | $3.45M | Buy |
1,059
+70
| +7% | +$228K | 2.19% | 7 |
|
|
2020
Q3 | $3.11M | Buy |
989
+36
| +4% | +$113K | 2% | 9 |
|
|
2020
Q2 | $2.63M | Buy |
953
+152
| +19% | +$419K | 2.17% | 7 |
|
|
2020
Q1 | $1.56M | Buy |
801
+69
| +9% | +$135K | 1.53% | 16 |
|
|
2019
Q4 | $1.35M | Buy |
732
+25
| +4% | +$46.2K | 0.94% | 29 |
|
|
2019
Q3 | $1.23M | Hold |
707
| – | – | 1.01% | 29 |
|
|
2019
Q2 | $1.27M | Hold |
707
| – | – | 1.11% | 29 |
|
|
2019
Q1 | $1.26M | Buy |
+707
| New | +$1.26M | 1.11% | 27 |
|