Balboa Wealth Partners’s Amazon AMZN Stock Holding History

Balboa Wealth Partners’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
2026 Q1	$11.6M	Sell	55,805 -146	-0.3%	-$32.1K	1.95%	9
2025 Q4	$12.9M	Sell	55,951 -2,056	-4%	-$470K	2.14%	8
2025 Q3	$12.7M	Sell	58,007 -367	-0.6%	-$83.1K	2.2%	7
2025 Q2	$12.8M	Sell	58,374 -4,622	-7%	-$915K	2.57%	5
2025 Q1	$12M	Sell	62,996 -549	-0.9%	-$119K	2.89%	6
2024 Q4	$13.9M	Sell	63,545 -3,987	-6%	-$816K	3.18%	5
2024 Q3	$12.6M	Sell	67,532 -7,167	-10%	-$1.31M	3.13%	6
2024 Q2	$14.4M	Buy	74,699 +906	+1%	+$166K	3.81%	5
2024 Q1	$13.3M	Buy	73,793 +2,815	+4%	+$470K	3.92%	5
2023 Q4	$10.8M	Buy	70,978 +2,968	+4%	+$416K	3.58%	6
2023 Q3	$8.65M	Buy	68,010 +773	+1%	+$104K	3.24%	5
2023 Q2	$8.77M	Buy	67,237 +4,594	+7%	+$525K	3.06%	6
2023 Q1	$6.47M	Buy	62,643 +14,038	+29%	+$1.36M	2.44%	8
2022 Q4	$4.08M	Sell	48,605 -6,055	-11%	-$598K	1.84%	8
2022 Q3	$6.18M	Buy	+54,660	New	+$6.91M	2.72%	4

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return