LAM
Lummis Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
7,041
| – | – | 1.01% | 28 |
|
|
2025
Q1 | $1.33M | Buy |
7,041
+2,000
| +40% | +$377K | 0.92% | 29 |
|
|
2024
Q4 | $1.11M | Hold |
5,041
| – | – | 1.4% | 22 |
|
|
2024
Q3 | $939K | Hold |
5,041
| – | – | 1.1% | 26 |
|
|
2024
Q2 | $974K | Hold |
5,041
| – | – | 1.29% | 23 |
|
|
2024
Q1 | $909K | Sell |
5,041
-2,000
| -28% | -$361K | 1.22% | 26 |
|
|
2023
Q4 | $1.07M | Buy |
+7,041
| New | +$1.07M | 0.82% | 32 |
|