WLPWM
Walled Lake Planning & Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
13,350
-253
| -2% | -$55.5K | 0.96% | 30 |
|
|
2025
Q1 | $2.59M | Buy |
13,603
+44
| +0.3% | +$8.37K | 0.92% | 37 |
|
|
2024
Q4 | $2.97M | Buy |
13,559
+58
| +0.4% | +$12.7K | 1.11% | 31 |
|
|
2024
Q3 | $2.52M | Buy |
13,501
+50
| +0.4% | +$9.32K | 0.94% | 31 |
|
|
2024
Q2 | $2.6M | Buy |
13,451
+216
| +2% | +$41.7K | 1.06% | 31 |
|
|
2024
Q1 | $2.39M | Sell |
13,235
-80
| -0.6% | -$14.4K | 0.98% | 29 |
|
|
2023
Q4 | $2.02M | Sell |
13,315
-1,000
| -7% | -$152K | 0.94% | 29 |
|
|
2023
Q3 | $1.82M | Hold |
14,315
| – | – | 0.91% | 29 |
|
|
2023
Q2 | $1.87M | Hold |
14,315
| – | – | 0.91% | 28 |
|
|
2023
Q1 | $1.48M | Buy |
+14,315
| New | +$1.48M | 0.77% | 32 |
|
|
2022
Q4 | – | Sell |
-12,755
| Closed | -$1.44M | – | 54 |
|
|
2022
Q3 | $1.44M | Sell |
12,755
-313
| -2% | -$35.4K | 1.01% | 32 |
|
|
2022
Q2 | $1.39M | Buy |
13,068
+12,558
| +2,462% | +$1.33M | 0.96% | 31 |
|
|
2022
Q1 | $1.66M | Buy |
510
+9
| +2% | +$29.3K | 0.99% | 30 |
|
|
2021
Q4 | $1.67M | Hold |
501
| – | – | 0.97% | 32 |
|
|
2021
Q3 | $1.65M | Buy |
501
+50
| +11% | +$164K | 1.01% | 30 |
|
|
2021
Q2 | $1.55M | Hold |
451
| – | – | 1.01% | 27 |
|
|
2021
Q1 | $1.4M | Hold |
451
| – | – | 0.97% | 28 |
|
|
2020
Q4 | $1.47M | Sell |
451
-83
| -16% | -$270K | 1.12% | 28 |
|
|
2020
Q3 | $1.68M | Sell |
534
-5
| -0.9% | -$15.7K | 1.36% | 25 |
|
|
2020
Q2 | $1.49M | Sell |
539
-73
| -12% | -$201K | 1.24% | 24 |
|
|
2020
Q1 | $1.19M | Buy |
612
+70
| +13% | +$136K | 1.09% | 26 |
|
|
2019
Q4 | $1M | Buy |
+542
| New | +$1M | 0.72% | 30 |
|