LWM
Ledge Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.27M | Sell |
21,541
-3,551
| -14% | -$540K | 1.27% | 18 |
|
|
2023
Q3 | $3.19M | Buy |
25,092
+1,630
| +7% | +$207K | 1.43% | 16 |
|
|
2023
Q2 | $3.06M | Sell |
23,462
-2,537
| -10% | -$331K | 1.46% | 17 |
|
|
2023
Q1 | $2.69M | Buy |
25,999
+2,216
| +9% | +$229K | 1.27% | 20 |
|
|
2022
Q4 | $2M | Buy |
23,783
+5,251
| +28% | +$441K | 0.91% | 36 |
|
|
2022
Q3 | $2.09M | Sell |
18,532
-3,018
| -14% | -$341K | 1.28% | 18 |
|
|
2022
Q2 | $2.29M | Buy |
21,550
+20,763
| +2,638% | +$2.21M | 1.41% | 20 |
|
|
2022
Q1 | $2.57M | Buy |
+787
| New | +$2.57M | 1.6% | 13 |
|