LWM
LJI Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
13,639
+234
| +2% | +$51.3K | 0.52% | 26 |
|
|
2025
Q1 | $2.55M | Buy |
13,405
+467
| +4% | +$88.9K | 0.51% | 26 |
|
|
2024
Q4 | $2.84M | Sell |
12,938
-1,055
| -8% | -$231K | 0.56% | 23 |
|
|
2024
Q3 | $2.61M | Buy |
13,993
+1,930
| +16% | +$360K | 0.53% | 27 |
|
|
2024
Q2 | $2.33M | Sell |
12,063
-77
| -0.6% | -$14.9K | 0.52% | 27 |
|
|
2024
Q1 | $2.19M | Buy |
12,140
+224
| +2% | +$40.4K | 0.57% | 23 |
|
|
2023
Q4 | $1.81M | Sell |
11,916
-433
| -4% | -$65.8K | 0.47% | 30 |
|
|
2023
Q3 | $1.57M | Buy |
12,349
+728
| +6% | +$92.5K | 0.45% | 33 |
|
|
2023
Q2 | $1.51M | Sell |
11,621
-78
| -0.7% | -$10.2K | 0.44% | 32 |
|
|
2023
Q1 | $1.21M | Buy |
11,699
+1,461
| +14% | +$151K | 0.38% | 32 |
|
|
2022
Q4 | $860K | Buy |
+10,238
| New | +$860K | 0.3% | 39 |
|