KWM
Kolinsky Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.25M | Buy |
23,937
+779
| +3% | +$171K | 3.21% | 5 |
|
|
2024
Q3 | $4.32M | Buy |
23,158
+585
| +3% | +$109K | 2.81% | 6 |
|
|
2024
Q2 | $4.36M | Buy |
22,573
+611
| +3% | +$118K | 3.13% | 5 |
|
|
2024
Q1 | $3.96M | Buy |
21,962
+1,661
| +8% | +$300K | 3.03% | 6 |
|
|
2023
Q4 | $3.08M | Sell |
20,301
-3,731
| -16% | -$567K | 2.71% | 6 |
|
|
2023
Q3 | $3.05M | Sell |
24,032
-169
| -0.7% | -$21.5K | 3.03% | 6 |
|
|
2023
Q2 | $3.1M | Buy |
24,201
+2,186
| +10% | +$280K | 2.94% | 6 |
|
|
2023
Q1 | $2.27M | Buy |
22,015
+994
| +5% | +$103K | 2.41% | 6 |
|
|
2022
Q4 | $1.77M | Sell |
21,021
-1,588
| -7% | -$133K | 2.02% | 6 |
|
|
2022
Q3 | $2.56M | Buy |
22,609
+1,154
| +5% | +$130K | 3.2% | 6 |
|
|
2022
Q2 | $2.28M | Buy |
21,455
+20,463
| +2,063% | +$2.17M | 2.69% | 6 |
|
|
2022
Q1 | $3.23M | Buy |
992
+24
| +2% | +$78.2K | 3.17% | 6 |
|
|
2021
Q4 | $3.23M | Buy |
+968
| New | +$3.23M | 2.99% | 5 |
|