Cabot 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
$985K Sell
4,491
-191
-4% -$41.9K 0.12% 96
2025
Q1
$891K Sell
4,682
-15
-0.3% -$2.85K 0.11% 94
2024
Q4
$1.03M Sell
4,697
-199
-4% -$43.7K 0.13% 92
2024
Q3
$912K Buy
4,896
+219
+5% +$40.8K 0.11% 98
2024
Q2
$904K Sell
4,677
-80
-2% -$15.5K 0.12% 104
2024
Q1
$858K Buy
4,757
+80
+2% +$14.4K 0.11% 103
2023
Q4
$711K Sell
4,677
-340
-7% -$51.7K 0.1% 101
2023
Q3
$638K Hold
5,017
0.1% 104
2023
Q2
$654K Hold
5,017
0.1% 105
2023
Q1
$518K Sell
5,017
-3,461
-41% -$357K 0.08% 106
2022
Q4
$712K Sell
8,478
-1,914
-18% -$161K 0.12% 96
2022
Q3
$1.17M Sell
10,392
-2,843
-21% -$321K 0.2% 86
2022
Q2
$1.41M Buy
13,235
+115
+0.9% +$12.2K 0.22% 82
2022
Q1
$2.14M Sell
13,120
-80
-0.6% -$13K 0.29% 79
2021
Q4
$2.2M Buy
13,200
+360
+3% +$60K 0.28% 83
2021
Q3
$2.11M Buy
12,840
+5,600
+77% +$920K 0.28% 78
2021
Q2
$1.25M Buy
7,240
+20
+0.3% +$3.44K 0.17% 90
2021
Q1
$1.12M Buy
7,220
+2,940
+69% +$455K 0.16% 88
2020
Q4
$697K Sell
4,280
-1,760
-29% -$287K 0.11% 91
2020
Q3
$951K Buy
6,040
+160
+3% +$25.2K 0.17% 80
2020
Q2
$811K Buy
+5,880
New +$811K 0.16% 80
2013
Q3
Sell
-43,000
Closed -$597K 150
2013
Q2
$597K Buy
+43,000
New +$597K 0.21% 132