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Brickley Wealth Management’s Amazon AMZN Stock Holding History

Brickley Wealth Management’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
Q2 		$710K Sell
2,978
-4
-0.1% -$1K 0.1% 38
2026
Q1 		$621K Buy
2,982
+73
+3% +$16.1K 0.11% 33
2025
Q4 		$671K Buy
2,909
+11
+0.4% +$2.52K 0.11% 31
2025
Q3 		$636K Buy
2,898
+848
+41% +$192K 0.11% 31
2025
Q2 		$450K Buy
2,050
+252
+14% +$49.9K 0.09% 34
2025
Q1 		$342K Buy
1,798
+229
+15% +$49.7K 0.07% 37
2024
Q4 		$344K Sell
1,569
-8
-0.5% -$1.64K 0.07% 37
2024
Q3 		$294K Sell
1,577
-124
-7% -$22.6K 0.06% 38
2024
Q2 		$329K Buy
1,701
+22
+1% +$4.04K 0.07% 36
2024
Q1 		$303K Hold
1,679
– – 0.07% 38
2023
Q4 		$255K Buy
+1,679
New +$235K 0.06% 37
2023
Q3 		– Sell
-1,676
Closed -$218K – 41
2023
Q2 		$218K Buy
+1,676
New +$191K 0.06% 39
2022
Q3 		– Sell
-2,834
Closed -$301K – 39
2022
Q2 		$301K Buy
2,834
+114
+4% +$14.3K 0.09% 36
2022
Q1 		$443K Sell
2,720
-100
-4% -$15.5K 0.12% 30
2021
Q4 		$470K Buy
2,820
+400
+17% +$68.5K 0.1% 29
2021
Q3 		$397K Buy
2,420
+60
+3% +$10.3K 0.1% 29
2021
Q2 		$406K Buy
2,360
+360
+18% +$59.8K 0.1% 29
2021
Q1 		$309K Hold
2,000
– – 0.08% 33
2020
Q4 		$326K Hold
2,000
– – 0.09% 29
2020
Q3 		$321K Hold
2,000
– – 0.09% 29
2020
Q2 		$276K Buy
+2,000
New +$242K 0.09% 30

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return