WLIM
White Lighthouse Investment Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
14,475
+257
| +2% | +$56.4K | 0.52% | 37 |
|
|
2025
Q1 | $2.71M | Sell |
14,218
-2,037
| -13% | -$388K | 0.48% | 36 |
|
|
2024
Q4 | $3.57M | Sell |
16,255
-1,075
| -6% | -$236K | 0.63% | 32 |
|
|
2024
Q3 | $3.23M | Buy |
17,330
+99
| +0.6% | +$18.4K | 0.58% | 33 |
|
|
2024
Q2 | $3.33M | Buy |
17,231
+749
| +5% | +$145K | 0.64% | 32 |
|
|
2024
Q1 | $2.97M | Buy |
16,482
+196
| +1% | +$35.4K | 0.6% | 34 |
|
|
2023
Q4 | $2.47M | Sell |
16,286
-1,109
| -6% | -$169K | 0.54% | 36 |
|
|
2023
Q3 | $2.21M | Buy |
17,395
+289
| +2% | +$36.7K | 0.54% | 36 |
|
|
2023
Q2 | $2.23M | Buy |
17,106
+2,660
| +18% | +$347K | 0.53% | 37 |
|
|
2023
Q1 | $1.49M | Buy |
14,446
+180
| +1% | +$18.6K | 0.38% | 46 |
|
|
2022
Q4 | $1.2M | Hold |
14,266
| – | – | 0.33% | 52 |
|
|
2022
Q3 | $1.61M | Buy |
14,266
+626
| +5% | +$70.7K | 0.47% | 40 |
|
|
2022
Q2 | $1.45M | Buy |
13,640
+12,954
| +1,888% | +$1.38M | 0.41% | 43 |
|
|
2022
Q1 | $2.24M | Sell |
686
-21
| -3% | -$68.4K | 0.57% | 38 |
|
|
2021
Q4 | $2.36M | Buy |
707
+21
| +3% | +$70K | 0.59% | 38 |
|
|
2021
Q3 | $2.25M | Buy |
686
+8
| +1% | +$26.3K | 0.6% | 38 |
|
|
2021
Q2 | $2.33M | Buy |
678
+8
| +1% | +$27.5K | 0.64% | 37 |
|
|
2021
Q1 | $2.07M | Sell |
670
-74
| -10% | -$229K | 0.63% | 35 |
|
|
2020
Q4 | $2.42M | Hold |
744
| – | – | 0.77% | 32 |
|
|
2020
Q3 | $2.34M | Hold |
744
| – | – | 0.81% | 31 |
|
|
2020
Q2 | $2.05M | Sell |
744
-96
| -11% | -$265K | 0.75% | 35 |
|
|
2020
Q1 | $1.64M | Buy |
840
+222
| +36% | +$433K | 0.69% | 37 |
|
|
2019
Q4 | $1.14M | Buy |
618
+12
| +2% | +$22.2K | 0.42% | 49 |
|
|
2019
Q3 | $1.05M | Buy |
606
+25
| +4% | +$43.4K | 0.42% | 48 |
|
|
2019
Q2 | $1.1M | Buy |
+581
| New | +$1.1M | 0.46% | 47 |
|
|
2019
Q1 | – | Sell |
-473
| Closed | -$710K | – | 125 |
|
|
2018
Q4 | $710K | Buy |
473
+1
| +0.2% | +$1.5K | 0.39% | 60 |
|
|
2018
Q3 | $945K | Sell |
472
-19
| -4% | -$38K | 0.48% | 51 |
|
|
2018
Q2 | $835K | Buy |
491
+2
| +0.4% | +$3.4K | 0.46% | 52 |
|
|
2018
Q1 | $708K | Buy |
489
+50
| +11% | +$72.4K | 0.41% | 60 |
|
|
2017
Q4 | $513K | Buy |
+439
| New | +$513K | 0.29% | 70 |
|