Bradley & Co Private Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4M Sell
47,561
-431
-0.9% -$94.6K 6.39% 9
2025
Q1
$9.13M Sell
47,992
-3,783
-7% -$720K 6.24% 8
2024
Q4
$11.4M Buy
+51,775
New +$11.4M 7.09% 6
2024
Q2
$8.99M Sell
46,516
-1,736
-4% -$335K 6.65% 8
2024
Q1
$8.7M Sell
48,252
-7,260
-13% -$1.31M 7.04% 6
2023
Q4
$8.43M Sell
55,512
-275
-0.5% -$41.8K 7.81% 3
2023
Q3
$7.09M Sell
55,787
-24
-0% -$3.05K 7.4% 5
2023
Q2
$7.28M Buy
55,811
+787
+1% +$103K 7.2% 5
2023
Q1
$5.68M Buy
55,024
+10,236
+23% +$1.06M 6.23% 6
2022
Q4
$3.76M Buy
44,788
+477
+1% +$40.1K 4.58% 10
2022
Q3
$5.01M Buy
44,311
+325
+0.7% +$36.7K 5.97% 8
2022
Q2
$4.67M Buy
43,986
+986
+2% +$105K 5.15% 8
2022
Q1
$7.01M Buy
43,000
+3,900
+10% +$636K 6.02% 7
2021
Q4
$6.52M Buy
39,100
+740
+2% +$123K 5.22% 8
2021
Q3
$6.3M Buy
38,360
+120
+0.3% +$19.7K 5.44% 6
2021
Q2
$6.58M Sell
38,240
-60
-0.2% -$10.3K 5.74% 5
2021
Q1
$5.93M Buy
+38,300
New +$5.93M 5.47% 4