WCWM
Wooster Corthell Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
12,721
-564
| -4% | -$124K | 0.52% | 28 |
|
|
2025
Q1 | $2.53M | Buy |
13,285
+2,216
| +20% | +$422K | 0.52% | 30 |
|
|
2024
Q4 | $2.43M | Sell |
11,069
-57
| -0.5% | -$12.5K | 0.53% | 24 |
|
|
2024
Q3 | $2.07M | Sell |
11,126
-205
| -2% | -$38.2K | 0.44% | 27 |
|
|
2024
Q2 | $2.19M | Sell |
11,331
-240
| -2% | -$46.4K | 0.5% | 23 |
|
|
2024
Q1 | $2.09M | Sell |
11,571
-50
| -0.4% | -$9.02K | 0.48% | 23 |
|
|
2023
Q4 | $1.77M | Buy |
11,621
+65
| +0.6% | +$9.88K | 0.43% | 24 |
|
|
2023
Q3 | $1.47M | Hold |
11,556
| – | – | 0.39% | 27 |
|
|
2023
Q2 | $1.51M | Hold |
11,556
| – | – | 0.38% | 27 |
|
|
2023
Q1 | $1.19M | Sell |
11,556
-144
| -1% | -$14.9K | 0.32% | 30 |
|
|
2022
Q4 | $983K | Sell |
11,700
-85
| -0.7% | -$7.14K | 0.28% | 37 |
|
|
2022
Q3 | $1.33M | Buy |
11,785
+5
| +0% | +$565 | 0.4% | 28 |
|
|
2022
Q2 | $1.25M | Buy |
11,780
+11,195
| +1,914% | +$1.19M | 0.36% | 28 |
|
|
2022
Q1 | $1.91M | Sell |
585
-22
| -4% | -$71.7K | 0.47% | 22 |
|
|
2021
Q4 | $2.02M | Hold |
607
| – | – | 0.48% | 22 |
|
|
2021
Q3 | $1.99M | Buy |
607
+45
| +8% | +$148K | 0.5% | 22 |
|
|
2021
Q2 | $1.93M | Hold |
562
| – | – | 0.49% | 23 |
|
|
2021
Q1 | $1.74M | Buy |
562
+188
| +50% | +$582K | 0.47% | 23 |
|
|
2020
Q4 | $1.22M | Buy |
374
+91
| +32% | +$296K | 0.35% | 28 |
|
|
2020
Q3 | $891K | Sell |
283
-39
| -12% | -$123K | 0.29% | 28 |
|
|
2020
Q2 | $888K | Buy |
322
+3
| +0.9% | +$8.27K | 0.31% | 29 |
|
|
2020
Q1 | $622K | Hold |
319
| – | – | 0.25% | 29 |
|
|
2019
Q4 | $589K | Hold |
319
| – | – | 0.24% | 24 |
|
|
2019
Q3 | $554K | Hold |
319
| – | – | 0.25% | 25 |
|
|
2019
Q2 | $604K | Hold |
319
| – | – | 0.27% | 23 |
|
|
2019
Q1 | $568K | Buy |
+319
| New | +$568K | 0.26% | 24 |
|