KJWM
Kiley Juergens Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
93,981
+1,242
| +1% | +$272K | 4.76% | 6 |
|
|
2025
Q1 | $17.6M | Sell |
92,739
-3,767
| -4% | -$717K | 4.69% | 7 |
|
|
2024
Q4 | $21.2M | Sell |
96,506
-2,042
| -2% | -$448K | 5.3% | 6 |
|
|
2024
Q3 | $18.4M | Buy |
98,548
+3,533
| +4% | +$658K | 4.77% | 7 |
|
|
2024
Q2 | $18.4M | Buy |
95,015
+2,763
| +3% | +$534K | 5.1% | 6 |
|
|
2024
Q1 | $16.6M | Sell |
92,252
-742
| -0.8% | -$134K | 5.15% | 6 |
|
|
2023
Q4 | $14.1M | Buy |
92,994
+1,825
| +2% | +$277K | 4.73% | 6 |
|
|
2023
Q3 | $11.6M | Buy |
91,169
+3,397
| +4% | +$432K | 4.18% | 6 |
|
|
2023
Q2 | $11.4M | Sell |
87,772
-827
| -0.9% | -$108K | 3.95% | 7 |
|
|
2023
Q1 | $9.15M | Buy |
88,599
+857
| +1% | +$88.5K | 3.42% | 7 |
|
|
2022
Q4 | $7.37M | Sell |
87,742
-1,379
| -2% | -$116K | 3.09% | 9 |
|
|
2022
Q3 | $10.1M | Buy |
89,121
+2,467
| +3% | +$279K | 4.74% | 5 |
|
|
2022
Q2 | $9.2M | Buy |
+86,654
| New | +$9.2M | 4.36% | 5 |
|
|
2018
Q4 | – | Sell |
-2,419
| Closed | -$4.85M | – | 70 |
|
|
2018
Q3 | $4.85M | Buy |
2,419
+134
| +6% | +$268K | 3.62% | 6 |
|
|
2018
Q2 | $3.88M | Buy |
2,285
+102
| +5% | +$173K | 3.47% | 6 |
|
|
2018
Q1 | $3.16M | Buy |
2,183
+68
| +3% | +$98.4K | 3.43% | 7 |
|
|
2017
Q4 | $2.47M | Buy |
+2,115
| New | +$2.47M | 2.23% | 9 |
|