LWM
Lakeridge Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
9,659
-771
| -7% | -$169K | 0.97% | 23 |
|
|
2025
Q1 | $1.98M | Sell |
10,430
-545
| -5% | -$104K | 0.99% | 21 |
|
|
2024
Q4 | $2.41M | Buy |
10,975
+73
| +0.7% | +$16K | 1.24% | 17 |
|
|
2024
Q3 | $2.03M | Sell |
10,902
-448
| -4% | -$83.5K | 1.12% | 18 |
|
|
2024
Q2 | $2.19M | Buy |
11,350
+344
| +3% | +$66.5K | 1.32% | 16 |
|
|
2024
Q1 | $1.99M | Sell |
11,006
-249
| -2% | -$44.9K | 1.29% | 17 |
|
|
2023
Q4 | $1.71M | Buy |
+11,255
| New | +$1.71M | 1.24% | 17 |
|