WKWM
Walter & Keenan Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
16,735
+3,099
| +23% | +$680K | 1.07% | 27 |
|
|
2025
Q1 | $2.59M | Buy |
13,636
+1,746
| +15% | +$332K | 0.78% | 35 |
|
|
2024
Q4 | $2.61M | Buy |
11,890
+260
| +2% | +$57K | 0.79% | 35 |
|
|
2024
Q3 | $2.17M | Buy |
11,630
+192
| +2% | +$35.8K | 0.66% | 43 |
|
|
2024
Q2 | $2.21M | Buy |
11,438
+22
| +0.2% | +$4.25K | 0.7% | 42 |
|
|
2024
Q1 | $2.06M | Buy |
11,416
+388
| +4% | +$70K | 0.67% | 44 |
|
|
2023
Q4 | $1.68M | Sell |
11,028
-176
| -2% | -$26.7K | 0.6% | 45 |
|
|
2023
Q3 | $1.42M | Sell |
11,204
-71
| -0.6% | -$9.03K | 0.56% | 46 |
|
|
2023
Q2 | $1.47M | Buy |
11,275
+447
| +4% | +$58.3K | 0.54% | 51 |
|
|
2023
Q1 | $1.12M | Sell |
10,828
-4,500
| -29% | -$465K | 0.42% | 65 |
|
|
2022
Q4 | $1.29M | Sell |
15,328
-1,878
| -11% | -$158K | 0.51% | 50 |
|
|
2022
Q3 | $1.94M | Buy |
17,206
+576
| +3% | +$65.1K | 0.82% | 42 |
|
|
2022
Q2 | $1.77M | Buy |
16,630
+15,813
| +1,935% | +$1.68M | 0.7% | 44 |
|
|
2022
Q1 | $2.66M | Buy |
817
+30
| +4% | +$97.8K | 0.9% | 38 |
|
|
2021
Q4 | $2.62M | Hold |
787
| – | – | 0.85% | 39 |
|
|
2021
Q3 | $2.59M | Buy |
787
+31
| +4% | +$102K | 0.88% | 38 |
|
|
2021
Q2 | $2.6M | Hold |
756
| – | – | 0.9% | 36 |
|
|
2021
Q1 | $2.34M | Sell |
756
-72
| -9% | -$223K | 0.83% | 40 |
|
|
2020
Q4 | $2.7M | Buy |
828
+18
| +2% | +$58.6K | 0.98% | 32 |
|
|
2020
Q3 | $2.55M | Sell |
810
-28
| -3% | -$88.1K | 1.01% | 31 |
|
|
2020
Q2 | $2.31M | Sell |
838
-7,059
| -89% | -$19.5M | 0.94% | 35 |
|
|
2020
Q1 | $15.1M | Buy |
7,897
+7,084
| +871% | +$13.5M | 5.98% | 4 |
|
|
2019
Q4 | $1.5M | Sell |
813
-177
| -18% | -$327K | 0.58% | 52 |
|
|
2019
Q3 | $1.72M | Buy |
990
+505
| +104% | +$877K | 0.65% | 46 |
|
|
2019
Q2 | $918K | Hold |
485
| – | – | 0.4% | 62 |
|
|
2019
Q1 | $864K | Buy |
485
+96
| +25% | +$171K | 0.38% | 63 |
|
|
2018
Q4 | $584K | Buy |
389
+105
| +37% | +$158K | 0.26% | 74 |
|
|
2018
Q3 | $569 | Sell |
284
-90
| -24% | -$180 | 0.17% | 88 |
|
|
2018
Q2 | $636K | Sell |
374
-104
| -22% | -$177K | 0.27% | 80 |
|
|
2018
Q1 | $692K | Buy |
478
+4
| +0.8% | +$5.79K | 0.3% | 77 |
|
|
2017
Q4 | $554K | Buy |
474
+15
| +3% | +$17.5K | 0.23% | 84 |
|
|
2017
Q3 | $441K | Buy |
459
+209
| +84% | +$201K | 0.2% | 94 |
|
|
2017
Q2 | $242K | Buy |
+250
| New | +$242K | 0.12% | 136 |
|