9WM
AMZN icon

9258 Wealth Management’s Amazon AMZN Stock Holding History

9258 Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.88M Buy
31,578
+3,539
+13% +$646K 0.87% 25
2024
Q2 		$5.42M Buy
28,039
+564
+2% +$104K 0.83% 24
2024
Q1 		$4.96M Sell
27,475
-1,311
-5% -$219K 0.77% 27
2023
Q4 		$4.37M Buy
28,786
+394
+1% +$55.2K 0.77% 27
2023
Q3 		$3.61M Sell
28,392
-253
-0.9% -$33.9K 0.7% 31
2023
Q2 		$3.73M Buy
28,645
+759
+3% +$86.7K 0.7% 31
2023
Q1 		$2.88M Buy
27,886
+801
+3% +$77.4K 0.58% 37
2022
Q4 		$2.28M Sell
27,085
-2,279
-8% -$225K 0.49% 46
2022
Q3 		$3.32M Sell
29,364
-2,060
-7% -$260K 0.85% 29
2022
Q2 		$3.34M Buy
31,424
+1,084
+4% +$136K 0.86% 21
2022
Q1 		$4.95M Sell
30,340
-260
-0.8% -$40.2K 1.15% 12
2021
Q4 		$5.1M Buy
30,600
+2,140
+8% +$366K 1.17% 12
2021
Q3 		$4.67M Hold
28,460
– – 1.25% 12
2021
Q2 		$4.89M Sell
28,460
-320
-1% -$53.2K 1.32% 12
2021
Q1 		$4.45M Sell
28,780
-700
-2% -$111K 1.34% 12
2020
Q4 		$4.8M Buy
29,480
+1,060
+4% +$169K 1.56% 10
2020
Q3 		$4.31M Buy
28,420
+3,300
+13% +$520K 1.63% 10
2020
Q2 		$3.46M Buy
25,120
+960
+4% +$116K 1.4% 12
2020
Q1 		$2.87M Sell
24,160
-220
-0.9% -$21.3K 1.26% 13
2019
Q4 		$2.25M Buy
24,380
+11,540
+90% +$1.02M 0.83% 22
2019
Q3 		$1.11M Buy
12,840
+620
+5% +$57.5K 0.87% 29
2019
Q2 		$1.16M Buy
12,220
+5,200
+74% +$484K 0.93% 29
2019
Q1 		$625K Sell
7,020
-6,100
-46% -$508K 0.53% 66
2018
Q4 		$985K Buy
+13,120
New +$1.09M 0.95% 30

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's AMZN Position: Q3 2024 in Review

9258 Wealth Management increased its Amazon (AMZN) stake by 13% in Q3 2024, buying an estimated $646K and bringing the position to 31,578 shares worth $5.88M. The position accounts for 0.87% of the portfolio, ranked #25.

9258 Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 24 quarters since. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • 9258 Wealth Management held 31,578 shares of Amazon worth $5.88M as of Q3 2024.
  • 9258 Wealth Management bought 3,539 Amazon shares in Q3 2024, an estimated $646K.
  • Amazon made up 0.87% of 9258 Wealth Management's portfolio in Q3 2024, its #25 holding.
  • 9258 Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 24 quarters since.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.