Caldwell Investment Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.07M Hold
2025
Q2
$2.04M Hold
2025
Q1
$1.78M Sell
2024
Q4
$2.65M Hold
2024
Q3
$2.25M Hold
2024
Q2
$2.32M Sell
2024
Q1
$2.65M Hold
2023
Q4
$2.24M Buy
2023
Q3
$1.86M Sell
2023
Q2
$1.88M Hold
2023
Q1
$1.52M Buy
2022
Q4
$437K Hold
2022
Q3
$598K Hold
2022
Q2
$552K Buy