SWM
StoneCrest Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Sell |
28,687
-149
| -0.5% | -$32.7K | 3% | 11 |
|
|
2025
Q1 | $5.49M | Sell |
28,836
-1,600
| -5% | -$304K | 3.49% | 7 |
|
|
2024
Q4 | $6.68M | Buy |
30,436
+155
| +0.5% | +$34K | 4.36% | 4 |
|
|
2024
Q3 | $5.64M | Buy |
30,281
+113
| +0.4% | +$21.1K | 4.1% | 6 |
|
|
2024
Q2 | $5.83M | Buy |
30,168
+4,130
| +16% | +$798K | 4.45% | 4 |
|
|
2024
Q1 | $4.7M | Sell |
26,038
-1,164
| -4% | -$210K | 4.06% | 9 |
|
|
2023
Q4 | $4.13M | Buy |
+27,202
| New | +$4.13M | 3.96% | 10 |
|