WJWM
Williams Jones Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242M | Buy |
1,104,891
+11,549
| +1% | +$2.53M | 2.9% | 7 |
|
|
2025
Q1 | $208M | Sell |
1,093,342
-2,430
| -0.2% | -$462K | 2.66% | 6 |
|
|
2024
Q4 | $240M | Sell |
1,095,772
-14,406
| -1% | -$3.16M | 2.9% | 7 |
|
|
2024
Q3 | $207M | Buy |
1,110,178
+19,254
| +2% | +$3.59M | 2.43% | 8 |
|
|
2024
Q2 | $211M | Buy |
1,090,924
+47,925
| +5% | +$9.26M | 2.62% | 8 |
|
|
2024
Q1 | $188M | Buy |
1,042,999
+17,068
| +2% | +$3.08M | 2.39% | 9 |
|
|
2023
Q4 | $156M | Buy |
1,025,931
+55,182
| +6% | +$8.38M | 2.18% | 10 |
|
|
2023
Q3 | $123M | Buy |
970,749
+46,195
| +5% | +$5.87M | 1.9% | 15 |
|
|
2023
Q2 | $121M | Buy |
924,554
+120,261
| +15% | +$15.7M | 1.81% | 15 |
|
|
2023
Q1 | $83.1M | Sell |
804,293
-21,719
| -3% | -$2.24M | 1.3% | 27 |
|
|
2022
Q4 | $69.4M | Sell |
826,012
-64,952
| -7% | -$5.46M | 1.16% | 29 |
|
|
2022
Q3 | $101M | Sell |
890,964
-8,425
| -0.9% | -$952K | 1.75% | 16 |
|
|
2022
Q2 | $95.5M | Buy |
899,389
+854,075
| +1,885% | +$90.7M | 1.55% | 20 |
|
|
2022
Q1 | $148M | Buy |
45,314
+200
| +0.4% | +$652K | 2.06% | 14 |
|
|
2021
Q4 | $150M | Buy |
45,114
+482
| +1% | +$1.61M | 1.88% | 19 |
|
|
2021
Q3 | $147M | Buy |
44,632
+395
| +0.9% | +$1.3M | 2.05% | 11 |
|
|
2021
Q2 | $152M | Buy |
44,237
+379
| +0.9% | +$1.3M | 2.13% | 12 |
|
|
2021
Q1 | $136M | Buy |
43,858
+191
| +0.4% | +$591K | 2.12% | 13 |
|
|
2020
Q4 | $142M | Sell |
43,667
-3,387
| -7% | -$11M | 2.32% | 10 |
|
|
2020
Q3 | $148M | Sell |
47,054
-1,489
| -3% | -$4.69M | 2.74% | 8 |
|
|
2020
Q2 | $134M | Buy |
48,543
+56
| +0.1% | +$154K | 2.74% | 7 |
|
|
2020
Q1 | $94.5M | Sell |
48,487
-1,195
| -2% | -$2.33M | 2.47% | 10 |
|
|
2019
Q4 | $91.8M | Sell |
49,682
-855
| -2% | -$1.58M | 1.76% | 16 |
|
|
2019
Q3 | $87.7M | Buy |
+50,537
| New | +$87.7M | 1.8% | 15 |
|