Bell & Brown 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 | $8.32M | Sell |
37,973
-1,047
| -3% | -$229K | 2.97% | 8 |
|
|
2025
Q1 | $7.42M | Sell |
39,020
-404
| -1% | -$76.9K | 2.9% | 9 |
|
|
2024
Q4 | $8.65M | Buy |
39,424
+741
| +2% | +$163K | 3.22% | 6 |
|
|
2024
Q3 | $7.21M | Buy |
38,683
+143
| +0.4% | +$26.6K | 2.82% | 8 |
|
|
2024
Q2 | $7.45M | Buy |
38,540
+383
| +1% | +$74K | 2.85% | 8 |
|
|
2024
Q1 | $6.88M | Sell |
38,157
-599
| -2% | -$108K | 2.95% | 10 |
|
|
2023
Q4 | $5.89M | Buy |
+38,756
| New | +$5.89M | 2.73% | 11 |
|
|
2023
Q2 | $5.02M | Buy |
38,540
+415
| +1% | +$54.1K | 2.51% | 11 |
|
|
2023
Q1 | $3.94M | Buy |
38,125
+1,022
| +3% | +$106K | 2.1% | 19 |
|
|
2022
Q4 | $3.12M | Buy |
37,103
+5,128
| +16% | +$431K | 1.71% | 23 |
|
|
2022
Q3 | $3.61M | Sell |
31,975
-10,616
| -25% | -$1.2M | 2.23% | 16 |
|
|
2022
Q2 | $4.52M | Buy |
42,591
+11,431
| +37% | +$1.21M | 2.42% | 12 |
|
|
2022
Q1 | $5.08M | Buy |
31,160
+320
| +1% | +$52.2K | 2.3% | 14 |
|
|
2021
Q4 | $4.99M | Buy |
30,840
+2,460
| +9% | +$398K | 2.41% | 14 |
|
|
2021
Q3 | $4.66M | Buy |
+28,380
| New | +$4.66M | 2.51% | 13 |
|
|
2020
Q3 | $4.61M | Buy |
29,060
+100
| +0.3% | +$15.9K | 3.33% | 5 |
|
|
2020
Q2 | $4.61M | Sell |
28,960
-600
| -2% | -$95.5K | 3.6% | 4 |
|
|
2020
Q1 | $3.56M | Buy |
+29,560
| New | +$3.56M | 3.3% | 3 |
|
|
2019
Q4 | – | Sell |
-2,980
| Closed | -$258K | – | 82 |
|
|
2019
Q3 | $258K | Hold |
2,980
| – | – | 0.21% | 73 |
|
|
2019
Q2 | $282K | Buy |
2,980
+200
| +7% | +$18.9K | 0.25% | 71 |
|
|
2019
Q1 | $248K | Hold |
2,780
| – | – | 0.23% | 75 |
|
|
2018
Q4 | $209K | Hold |
2,780
| – | – | 0.22% | 74 |
|
|
2018
Q3 | $222K | Sell |
2,780
-20
| -0.7% | -$1.6K | 0.21% | 79 |
|
|
2018
Q2 | $238K | Buy |
+2,800
| New | +$238K | 0.24% | 76 |
|