Arbor Trust Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
3,283
-2,275
| -41% | -$499K | 0.35% | 54 |
|
|
2025
Q1 | $1.06M | Sell |
5,558
-170
| -3% | -$32.3K | 0.5% | 48 |
|
|
2024
Q4 | $1.26M | Buy |
5,728
+236
| +4% | +$51.8K | 0.59% | 44 |
|
|
2024
Q3 | $1.06M | Hold |
5,492
| – | – | 0.56% | 44 |
|
|
2024
Q2 | $1.06M | Sell |
5,492
-259
| -5% | -$50.1K | 0.56% | 44 |
|
|
2024
Q1 | $1.07M | Buy |
5,751
+37
| +0.6% | +$6.88K | 0.59% | 45 |
|
|
2023
Q4 | $868K | Sell |
5,714
-620
| -10% | -$94.2K | 0.52% | 46 |
|
|
2023
Q3 | $805K | Buy |
6,334
+180
| +3% | +$22.9K | 0.53% | 45 |
|
|
2023
Q2 | $802K | Sell |
6,154
-1,789
| -23% | -$233K | 0.51% | 46 |
|
|
2023
Q1 | $820K | Buy |
7,943
+2,280
| +40% | +$236K | 0.54% | 44 |
|
|
2022
Q4 | $476K | Buy |
5,663
+300
| +6% | +$25.2K | 0.33% | 57 |
|
|
2022
Q3 | $605K | Hold |
5,363
| – | – | 0.46% | 51 |
|
|
2022
Q2 | $570K | Buy |
5,363
+463
| +9% | +$49.2K | 0.4% | 55 |
|
|
2022
Q1 | $799K | Buy |
4,900
+2,120
| +76% | +$346K | 0.48% | 49 |
|
|
2021
Q4 | $464K | Buy |
2,780
+100
| +4% | +$16.7K | 0.27% | 69 |
|
|
2021
Q3 | $440K | Buy |
2,680
+40
| +2% | +$6.57K | 0.27% | 67 |
|
|
2021
Q2 | $454K | Hold |
2,640
| – | – | 0.29% | 67 |
|
|
2021
Q1 | $407K | Buy |
2,640
+360
| +16% | +$55.5K | 0.27% | 65 |
|
|
2020
Q4 | $371K | Hold |
2,280
| – | – | 0.27% | 66 |
|
|
2020
Q3 | $359K | Sell |
2,280
-120
| -5% | -$18.9K | 0.31% | 61 |
|
|
2020
Q2 | $331K | Buy |
+2,400
| New | +$331K | 0.3% | 64 |
|
|
2020
Q1 | – | Sell |
-2,260
| Closed | -$209K | – | 82 |
|
|
2019
Q4 | $209K | Buy |
+2,260
| New | +$209K | 0.18% | 82 |
|