Avondale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.45M | Sell |
10,298
-299
| -3% | -$75.1K | 1% | 16 |
|
|
2026
Q1 | $2.21M | Buy |
10,597
+522
| +5% | +$115K | 1.08% | 18 |
|
|
2025
Q4 | $2.33M | Buy |
10,075
+154
| +2% | +$35.2K | 1.2% | 16 |
|
|
2025
Q3 | $2.18M | Buy |
9,921
+23
| +0.2% | +$5.21K | 1.16% | 16 |
|
|
2025
Q2 | $2.17M | Buy |
9,898
+1,573
| +19% | +$311K | 1.21% | 16 |
|
|
2025
Q1 | $1.58M | Buy |
8,325
+270
| +3% | +$58.6K | 1% | 16 |
|
|
2024
Q4 | $1.77M | Buy |
8,055
+215
| +3% | +$44K | 1.13% | 16 |
|
|
2024
Q3 | $1.46M | Buy |
7,840
+300
| +4% | +$54.7K | 0.95% | 17 |
|
|
2024
Q2 | $1.46M | Hold |
7,540
| – | – | 1% | 18 |
|
|
2024
Q1 | $1.36M | Buy |
7,540
+405
| +6% | +$67.6K | 0.95% | 17 |
|
|
2023
Q4 | $1.08M | Sell |
7,135
-680
| -9% | -$95.3K | 0.87% | 18 |
|
|
2023
Q3 | $993K | Hold |
7,815
| – | – | 0.87% | 17 |
|
|
2023
Q2 | $1.02M | Sell |
7,815
-690
| -8% | -$78.8K | 0.86% | 17 |
|
|
2023
Q1 | $878K | Sell |
8,505
-2,100
| -20% | -$203K | 0.76% | 17 |
|
|
2022
Q4 | $891K | Buy |
10,605
+980
| +10% | +$96.8K | 0.77% | 14 |
|
|
2022
Q3 | $1.09M | Buy |
9,625
+650
| +7% | +$82.2K | 1.19% | 14 |
|
|
2022
Q2 | $953K | Buy |
8,975
+6,275
| +232% | +$785K | 1.11% | 13 |
|
|
2022
Q1 | $440K | Sell |
2,700
-3,420
| -56% | -$528K | 0.52% | 24 |
|
|
2021
Q4 | $1.02M | Buy |
6,120
+800
| +15% | +$137K | 1.03% | 15 |
|
|
2021
Q3 | $874K | Buy |
5,320
+600
| +13% | +$103K | 0.85% | 18 |
|
|
2021
Q2 | $812K | Sell |
4,720
-1,400
| -23% | -$233K | 0.76% | 20 |
|
|
2021
Q1 | $947K | Buy |
6,120
+4,140
| +209% | +$656K | 0.93% | 17 |
|
|
2020
Q4 | $322K | Hold |
1,980
| – | – | 0.37% | 22 |
|
|
2020
Q3 | $312K | Hold |
1,980
| – | – | 0.47% | 20 |
|
|
2020
Q2 | $273K | Hold |
1,980
| – | – | 0.39% | 21 |
|
|
2020
Q1 | $193K | Buy |
1,980
+400
| +25% | +$38.7K | 0.3% | 24 |
|
|
2019
Q4 | $146K | Hold |
1,580
| – | – | 0.21% | 26 |
|
|
2019
Q3 | $137K | Hold |
1,580
| – | – | 0.23% | 24 |
|
|
2019
Q2 | $150K | Hold |
1,580
| – | – | 0.11% | 27 |
|
|
2019
Q1 | $141K | Hold |
1,580
| – | – | 0.11% | 25 |
|
|
2018
Q4 | $119K | Buy |
1,580
+400
| +34% | +$33.3K | 0.1% | 27 |
|
|
2018
Q3 | $118K | Buy |
1,180
+320
| +37% | +$30.1K | 0.11% | 21 |
|
|
2018
Q2 | $73K | Hold |
860
| – | – | 0.06% | 27 |
|
|
2018
Q1 | $62K | Hold |
860
| – | – | 0.05% | 30 |
|
|
2017
Q4 | $50K | Buy |
+860
| New | +$47.3K | 0.04% | 38 |
|
Other funds holding AMZN
Avondale Wealth Management's AMZN Position: Q2 2026 in Review
Avondale Wealth Management reduced its Amazon (AMZN) stake by 2.8% in Q2 2026, selling an estimated $75.1K and leaving 10,298 shares worth $2.45M. The position accounts for 1% of the portfolio, ranked #16.
Avondale Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Avondale Wealth Management held 10,298 shares of Amazon worth $2.45M as of Q2 2026.
- Avondale Wealth Management sold 299 Amazon shares in Q2 2026, an estimated $75.1K.
- Amazon made up 1% of Avondale Wealth Management's portfolio in Q2 2026, its #16 holding.
- Avondale Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.