BigSur 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 | $4.35M | Hold |
18,245
| – | – | 1.05% | 23 |
|
|
2026
Q1 | $3.8M | Sell |
18,245
-10,100
| -36% | -$2.22M | 1.07% | 26 |
|
|
2025
Q4 | $6.54M | Sell |
28,345
-918
| -3% | -$210K | 1.59% | 16 |
|
|
2025
Q3 | $6.43M | Sell |
29,263
-7,007
| -19% | -$1.59M | 1.57% | 15 |
|
|
2025
Q2 | $7.96M | Hold |
36,270
| – | – | 2.01% | 10 |
|
|
2025
Q1 | $6.9M | Buy |
36,270
+60
| +0.2% | +$13K | 1.87% | 10 |
|
|
2024
Q4 | $7.94M | Sell |
36,210
-1,560
| -4% | -$319K | 2.27% | 10 |
|
|
2024
Q3 | $7.04M | Buy |
37,770
+800
| +2% | +$146K | 1.94% | 10 |
|
|
2024
Q2 | $7.14M | Buy |
36,970
+4,800
| +15% | +$882K | 2.19% | 9 |
|
|
2024
Q1 | $5.8M | Buy |
32,170
+6,120
| +23% | +$1.02M | 1.82% | 9 |
|
|
2023
Q4 | $3.96M | Buy |
26,050
+950
| +4% | +$133K | 1.88% | 10 |
|
|
2023
Q3 | $3.19M | Sell |
25,100
-595
| -2% | -$79.7K | 1.61% | 12 |
|
|
2023
Q2 | $3.35M | Buy |
25,695
+1,200
| +5% | +$137K | 1.6% | 10 |
|
|
2023
Q1 | $2.53M | Buy |
24,495
+20
| +0.1% | +$1.93K | 1.19% | 22 |
|
|
2022
Q4 | $2.06M | Sell |
24,475
-200
| -0.8% | -$19.8K | 0.99% | 28 |
|
|
2022
Q3 | $2.79M | Sell |
24,675
-125
| -0.5% | -$15.8K | 1.41% | 15 |
|
|
2022
Q2 | $2.63M | Hold |
24,800
| – | – | 1.24% | 23 |
|
|
2022
Q1 | $4.04M | Hold |
24,800
| – | – | 1.57% | 16 |
|
|
2021
Q4 | $4.13M | Buy |
24,800
+6,000
| +32% | +$1.03M | 1.62% | 15 |
|
|
2021
Q3 | $3.09M | Sell |
18,800
-6,120
| -25% | -$1.06M | 1.39% | 19 |
|
|
2021
Q2 | $4.29M | Buy |
24,920
+1,020
| +4% | +$170K | 1.93% | 11 |
|
|
2021
Q1 | $3.7M | Buy |
23,900
+11,200
| +88% | +$1.78M | 1.9% | 11 |
|
|
2020
Q4 | $2.07M | Hold |
12,700
| – | – | 1.17% | 25 |
|
|
2020
Q3 | $2M | Buy |
12,700
+8,000
| +170% | +$1.26M | 1.27% | 23 |
|
|
2020
Q2 | $648K | Sell |
4,700
-13,000
| -73% | -$1.57M | 0.46% | 51 |
|
|
2020
Q1 | $1.73M | Sell |
17,700
-4,000
| -18% | -$387K | 1.29% | 16 |
|
|
2019
Q4 | $2M | Buy |
21,700
+16,700
| +334% | +$1.48M | 1.13% | 24 |
|
|
2019
Q3 | $434K | Hold |
5,000
| – | – | 0.29% | 69 |
|
|
2019
Q2 | $481K | Sell |
5,000
-1,000
| -17% | -$93.2K | 0.34% | 61 |
|
|
2019
Q1 | $534K | Sell |
6,000
-6,000
| -50% | -$499K | 0.35% | 57 |
|
|
2018
Q4 | $901K | Hold |
12,000
| – | – | 0.64% | 34 |
|
|
2018
Q3 | $1.2M | Hold |
12,000
| – | – | 0.75% | 31 |
|
|
2018
Q2 | $1.02M | Buy |
12,000
+6,000
| +100% | +$476K | 0.74% | 27 |
|
|
2018
Q1 | $434K | Buy |
+6,000
| New | +$429K | 0.31% | 65 |
|
Other funds holding AMZN
WT
CRM
CNB
PAM
DC
SP