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 |
|