AllSquare Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Sell |
6,586
-17
| -0.3% | -$3.85K | 0.76% | 24 |
|
|
2025
Q2 | $1.45M | Sell |
6,603
-930
| -12% | -$184K | 0.81% | 23 |
|
|
2025
Q1 | $1.43M | Sell |
7,533
-152
| -2% | -$33K | 0.85% | 19 |
|
|
2024
Q4 | $1.69M | Buy |
7,685
+150
| +2% | +$30.7K | 0.97% | 20 |
|
|
2024
Q3 | $1.4M | Sell |
7,535
-200
| -3% | -$36.5K | 0.8% | 20 |
|
|
2024
Q2 | $1.49M | Buy |
7,735
+300
| +4% | +$55.1K | 0.9% | 17 |
|
|
2024
Q1 | $1.34M | Buy |
7,435
+400
| +6% | +$66.8K | 0.79% | 21 |
|
|
2023
Q4 | $1.07M | Sell |
7,035
-200
| -3% | -$28K | 0.66% | 25 |
|
|
2023
Q3 | $920K | Hold |
7,235
| – | – | 0.6% | 28 |
|
|
2023
Q2 | $880K | Hold |
7,235
| – | – | 0.57% | 27 |
|
|
2023
Q1 | $747K | Buy |
7,235
+225
| +3% | +$21.7K | 0.48% | 28 |
|
|
2022
Q4 | $589K | Buy |
7,010
+550
| +9% | +$54.3K | 0.4% | 35 |
|
|
2022
Q3 | $730K | Sell |
6,460
-160
| -2% | -$20.2K | 0.53% | 25 |
|
|
2022
Q2 | $703K | Buy |
6,620
+200
| +3% | +$25K | 0.48% | 27 |
|
|
2022
Q1 | $1.05M | Buy |
6,420
+200
| +3% | +$30.9K | 0.63% | 23 |
|
|
2021
Q4 | $1.04M | Buy |
6,220
+500
| +9% | +$85.6K | 0.6% | 24 |
|
|
2021
Q3 | $940K | Sell |
5,720
-380
| -6% | -$65.5K | 0.56% | 25 |
|
|
2021
Q2 | $1.05M | Buy |
6,100
+220
| +4% | +$36.6K | 0.61% | 25 |
|
|
2021
Q1 | $910K | Buy |
5,880
+80
| +1% | +$12.7K | 0.56% | 24 |
|
|
2020
Q4 | $945K | Buy |
5,800
+280
| +5% | +$44.7K | 0.63% | 18 |
|
|
2020
Q3 | $869K | Sell |
5,520
-560
| -9% | -$88.3K | 0.63% | 19 |
|
|
2020
Q2 | $839K | Buy |
6,080
+200
| +3% | +$24.2K | 0.63% | 20 |
|
|
2020
Q1 | $573K | Sell |
5,880
-180
| -3% | -$17.4K | 0.5% | 27 |
|
|
2019
Q4 | $560K | Buy |
6,060
+480
| +9% | +$42.5K | 0.39% | 40 |
|
|
2019
Q3 | $484K | Sell |
5,580
-100
| -2% | -$9.27K | 0.36% | 40 |
|
|
2019
Q2 | $538K | Sell |
5,680
-460
| -7% | -$42.8K | 0.4% | 36 |
|
|
2019
Q1 | $547K | Buy |
6,140
+260
| +4% | +$21.6K | 0.41% | 37 |
|
|
2018
Q4 | $442K | Buy |
5,880
+360
| +7% | +$29.9K | 0.37% | 39 |
|
|
2018
Q3 | $553K | Sell |
5,520
-100
| -2% | -$9.4K | 0.41% | 37 |
|
|
2018
Q2 | $478K | Buy |
5,620
+360
| +7% | +$28.6K | 0.36% | 40 |
|
|
2018
Q1 | $381K | Sell |
5,260
-760
| -13% | -$54.3K | 0.3% | 43 |
|
|
2017
Q4 | $352K | Buy |
6,020
+1,120
| +23% | +$61.6K | 0.28% | 46 |
|
|
2017
Q3 | $236K | Sell |
4,900
-100
| -2% | -$4.91K | 0.19% | 59 |
|
|
2017
Q2 | $242K | Buy |
5,000
+200
| +4% | +$9.54K | 0.25% | 39 |
|
|
2017
Q1 | $213K | Sell |
4,800
-200
| -4% | -$8.34K | 0.19% | 61 |
|
|
2016
Q4 | $187K | Buy |
+5,000
| New | +$196K | 0.17% | 64 |
|
Other funds holding AMZN
AllSquare Wealth Management's AMZN Position: Q3 2025 in Review
AllSquare Wealth Management reduced its Amazon (AMZN) stake by 0.26% in Q3 2025, selling an estimated $3.85K and leaving 6,586 shares worth $1.45M. The position accounts for 0.76% of the portfolio, ranked #24.
AllSquare Wealth Management first reported a position in AMZN in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.69M in Q4 2024. 5,568 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.
- AllSquare Wealth Management held 6,586 shares of Amazon worth $1.45M as of Q3 2025.
- AllSquare Wealth Management sold 17 Amazon shares in Q3 2025, an estimated $3.85K.
- Amazon made up 0.76% of AllSquare Wealth Management's portfolio in Q3 2025, its #24 holding.
- AllSquare Wealth Management first reported a position in Amazon in Q4 2016 and has held it in 36 quarters since.
- AllSquare Wealth Management's Amazon position peaked at $1.69M in Q4 2024.
- 5,568 funds tracked by Wall St. Rank held Amazon as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.