LWM
Lodestone Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
12,785
+2,334
| +22% | +$512K | 1.37% | 22 |
|
|
2025
Q1 | $1.99M | Buy |
10,451
+430
| +4% | +$81.8K | 1.06% | 35 |
|
|
2024
Q4 | $2.2M | Sell |
10,021
-28
| -0.3% | -$6.14K | 1.1% | 31 |
|
|
2024
Q3 | $1.87M | Buy |
10,049
+762
| +8% | +$142K | 0.94% | 37 |
|
|
2024
Q2 | $1.79M | Buy |
9,287
+213
| +2% | +$41.2K | 0.95% | 37 |
|
|
2024
Q1 | $1.64M | Buy |
9,074
+7
| +0.1% | +$1.26K | 0.86% | 47 |
|
|
2023
Q4 | $1.38M | Buy |
9,067
+417
| +5% | +$63.4K | 0.8% | 47 |
|
|
2023
Q3 | $1.1M | Sell |
8,650
-218
| -2% | -$27.7K | 0.77% | 48 |
|
|
2023
Q2 | $1.16M | Sell |
8,868
-37
| -0.4% | -$4.82K | 0.79% | 44 |
|
|
2023
Q1 | $920K | Buy |
8,905
+34
| +0.4% | +$3.51K | 0.71% | 47 |
|
|
2022
Q4 | $745K | Buy |
+8,871
| New | +$745K | 0.6% | 53 |
|