LWM
Liberty Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
24,052
+861
| +4% | +$189K | 0.83% | 33 |
|
|
2025
Q1 | $4.41M | Buy |
23,191
+3,430
| +17% | +$653K | 0.84% | 34 |
|
|
2024
Q4 | $4.34M | Sell |
19,761
-703
| -3% | -$154K | 0.72% | 34 |
|
|
2024
Q3 | $3.81M | Sell |
20,464
-64,220
| -76% | -$12M | 0.65% | 39 |
|
|
2024
Q2 | $3.84M | Buy |
84,684
+64,785
| +326% | +$2.94M | 0.7% | 34 |
|
|
2024
Q1 | $3.59M | Buy |
19,899
+382
| +2% | +$68.9K | 0.7% | 35 |
|
|
2023
Q4 | $2.97M | Buy |
19,517
+335
| +2% | +$50.9K | 0.64% | 35 |
|
|
2023
Q3 | $2.48M | Buy |
19,182
+1,036
| +6% | +$134K | 0.62% | 36 |
|
|
2023
Q2 | $2.37M | Sell |
18,146
-4,477
| -20% | -$584K | 0.58% | 35 |
|
|
2023
Q1 | $2.32M | Buy |
+22,623
| New | +$2.32M | 0.48% | 46 |
|
|
2022
Q3 | $2.26M | Buy |
20,010
+3,423
| +21% | +$387K | 0.6% | 27 |
|
|
2022
Q2 | $2M | Buy |
16,587
+15,751
| +1,884% | +$1.9M | 0.81% | 29 |
|
|
2022
Q1 | $2.69M | Buy |
836
+47
| +6% | +$151K | 0.97% | 25 |
|
|
2021
Q4 | $2.65K | Buy |
789
+38
| +5% | +$127 | 0.11% | 46 |
|
|
2021
Q3 | $2.49M | Buy |
751
+158
| +27% | +$523K | 0.89% | 25 |
|
|
2021
Q2 | $2.04M | Buy |
593
+179
| +43% | +$615K | 0.79% | 25 |
|
|
2021
Q1 | $1.39M | Hold |
414
| – | – | 0.68% | 25 |
|
|
2020
Q4 | $1.39M | Buy |
414
+51
| +14% | +$171K | 0.68% | 25 |
|
|
2020
Q3 | $1.14M | Sell |
363
-9
| -2% | -$28.3K | 0.67% | 27 |
|
|
2020
Q2 | $1.03M | Buy |
372
+1
| +0.3% | +$2.76K | 0.72% | 26 |
|
|
2020
Q1 | $723K | Hold |
371
| – | – | 0.63% | 31 |
|
|
2019
Q4 | $685K | Buy |
371
+69
| +23% | +$127K | 0.54% | 34 |
|
|
2019
Q3 | $524K | Sell |
302
-96
| -24% | -$167K | 0.5% | 39 |
|
|
2019
Q2 | $754K | Buy |
398
+132
| +50% | +$250K | 0.66% | 29 |
|
|
2019
Q1 | $473K | Sell |
266
-33
| -11% | -$58.7K | 0.36% | 41 |
|
|
2018
Q4 | $449K | Buy |
+299
| New | +$449K | 0.33% | 44 |
|