SPWM
Schrum Private Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
1,893
-121
| -6% | -$26.5K | 0.33% | 75 |
|
|
2025
Q1 | $383K | Buy |
2,014
+328
| +19% | +$62.4K | 0.34% | 77 |
|
|
2024
Q4 | $370K | Sell |
1,686
-468
| -22% | -$103K | 0.31% | 80 |
|
|
2024
Q3 | $401K | Buy |
2,154
+697
| +48% | +$130K | 0.21% | 110 |
|
|
2024
Q2 | $282K | Hold |
1,457
| – | – | 0.25% | 97 |
|
|
2024
Q1 | $263K | Buy |
+1,457
| New | +$263K | 0.24% | 105 |
|