Altus Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
2,294
-1,004
| -30% | -$220K | 0.24% | 18 |
|
|
2025
Q1 | $627K | Buy |
3,298
+60
| +2% | +$11.4K | 0.29% | 21 |
|
|
2024
Q4 | $710K | Buy |
3,238
+543
| +20% | +$119K | 0.32% | 22 |
|
|
2024
Q3 | $502K | Sell |
2,695
-804
| -23% | -$150K | 0.24% | 24 |
|
|
2024
Q2 | $676K | Buy |
3,499
+85
| +2% | +$16.4K | 0.33% | 20 |
|
|
2024
Q1 | $616K | Buy |
3,414
+100
| +3% | +$18K | 0.32% | 20 |
|
|
2023
Q4 | $504K | Sell |
3,314
-580
| -15% | -$88.1K | 0.3% | 22 |
|
|
2023
Q3 | $495K | Buy |
3,894
+1,437
| +58% | +$183K | 0.34% | 20 |
|
|
2023
Q2 | $320K | Buy |
2,457
+10
| +0.4% | +$1.3K | 0.25% | 20 |
|
|
2023
Q1 | $253K | Buy |
+2,447
| New | +$253K | 0.21% | 26 |
|
|
2022
Q4 | – | Sell |
-2,260
| Closed | -$255K | – | 30 |
|
|
2022
Q3 | $255K | Hold |
2,260
| – | – | 0.22% | 28 |
|
|
2022
Q2 | $240K | Hold |
2,260
| – | – | 0.19% | 31 |
|
|
2022
Q1 | $368K | Buy |
2,260
+740
| +49% | +$120K | 0.25% | 25 |
|
|
2021
Q4 | $253K | Buy |
1,520
+20
| +1% | +$3.33K | 0.15% | 31 |
|
|
2021
Q3 | $246K | Hold |
1,500
| – | – | 0.16% | 33 |
|
|
2021
Q2 | $258K | Hold |
1,500
| – | – | 0.17% | 30 |
|
|
2021
Q1 | $232K | Hold |
1,500
| – | – | 0.16% | 30 |
|
|
2020
Q4 | $244K | Sell |
1,500
-1,300
| -46% | -$211K | 0.19% | 29 |
|
|
2020
Q3 | $441K | Buy |
2,800
+1,200
| +75% | +$189K | 0.41% | 19 |
|
|
2020
Q2 | $221K | Buy |
+1,600
| New | +$221K | 0.25% | 27 |
|