LGWM
Litman Gregory Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Sell |
4,295
-290
| -6% | -$63.6K | 0.07% | 78 |
|
|
2025
Q1 | $872K | Hold |
4,585
| – | – | 0.07% | 76 |
|
|
2024
Q4 | $1.01M | Sell |
4,585
-25
| -0.5% | -$5.49K | 0.09% | 70 |
|
|
2024
Q3 | $859K | Buy |
4,610
+800
| +21% | +$149K | 0.07% | 75 |
|
|
2024
Q2 | $736K | Sell |
3,810
-25
| -0.7% | -$4.83K | 0.07% | 77 |
|
|
2024
Q1 | $692K | Buy |
3,835
+20
| +0.5% | +$3.61K | 0.06% | 79 |
|
|
2023
Q4 | $580K | Sell |
3,815
-3,332
| -47% | -$506K | 0.06% | 81 |
|
|
2023
Q3 | $909K | Buy |
7,147
+4,327
| +153% | +$550K | 0.09% | 71 |
|
|
2023
Q2 | $368K | Sell |
2,820
-7,050
| -71% | -$919K | 0.05% | 65 |
|
|
2023
Q1 | $1.02M | Buy |
9,870
+6,720
| +213% | +$694K | 0.38% | 17 |
|
|
2022
Q4 | $265K | Sell |
3,150
-700
| -18% | -$58.8K | 0.04% | 71 |
|
|
2022
Q3 | $435K | Buy |
3,850
+270
| +8% | +$30.5K | 0.07% | 52 |
|
|
2022
Q2 | $380K | Buy |
+3,580
| New | +$380K | 0.06% | 67 |
|
|
2022
Q1 | – | Sell |
-151
| Closed | -$503K | – | 56 |
|
|
2021
Q4 | $503K | Buy |
+151
| New | +$503K | 0.09% | 55 |
|
|
2021
Q3 | – | Sell |
-502
| Closed | -$502 | – | 76 |
|
|
2021
Q2 | $502 | Buy |
502
+500
| +25,000% | +$500 | 0.09% | 51 |
|
|
2021
Q1 | $6K | Hold |
2
| – | – | ﹤0.01% | 158 |
|
|
2020
Q4 | $7K | Hold |
2
| – | – | ﹤0.01% | 154 |
|
|
2020
Q3 | $6K | Hold |
2
| – | – | ﹤0.01% | 163 |
|
|
2020
Q2 | $6K | Hold |
2
| – | – | ﹤0.01% | 139 |
|
|
2020
Q1 | $4K | Hold |
2
| – | – | ﹤0.01% | 139 |
|
|
2019
Q4 | $4K | Sell |
2
-13
| -87% | -$26K | ﹤0.01% | 177 |
|
|
2019
Q3 | $26K | Sell |
15
-13
| -46% | -$22.5K | 0.01% | 95 |
|
|
2019
Q2 | $53K | Buy |
+28
| New | +$53K | 0.01% | 86 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | -$12K | – | 100 |
|
|
2018
Q1 | $12K | Buy |
+8
| New | +$12K | ﹤0.01% | 137 |
|