SWM
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Shepherd Wealth Management’s Amazon AMZN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.8M Buy
48,386
+13,518
+39% +$3.01M 7.33% 6
2025
Q1
$6.63M Buy
34,868
+21,903
+169% +$4.17M 6.82% 5
2024
Q4
$2.84M Buy
+12,965
New +$2.84M 2.8% 9