Caldwell Investment 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 | $2.04M | Hold |
9,300
| – | – | 1.77% | 8 |
|
|
2025
Q1 | $1.78M | Sell |
9,300
-2,700
| -23% | -$517K | 1.32% | 13 |
|
|
2024
Q4 | $2.65M | Hold |
12,000
| – | – | 1.79% | 11 |
|
|
2024
Q3 | $2.25M | Hold |
12,000
| – | – | 1.58% | 11 |
|
|
2024
Q2 | $2.32M | Sell |
12,000
-2,700
| -18% | -$521K | 1.74% | 12 |
|
|
2024
Q1 | $2.65M | Hold |
14,700
| – | – | 1.97% | 12 |
|
|
2023
Q4 | $2.24M | Buy |
14,700
+2,300
| +19% | +$350K | 1.72% | 12 |
|
|
2023
Q3 | $1.86M | Sell |
12,400
-2,300
| -16% | -$344K | 1.81% | 13 |
|
|
2023
Q2 | $1.88M | Hold |
14,700
| – | – | 1.42% | 16 |
|
|
2023
Q1 | $1.52M | Buy |
14,700
+9,500
| +183% | +$981K | 1.5% | 14 |
|
|
2022
Q4 | $437K | Hold |
5,200
| – | – | 0.46% | 26 |
|
|
2022
Q3 | $598K | Hold |
5,200
| – | – | 0.73% | 25 |
|
|
2022
Q2 | $552K | Buy |
+5,200
| New | +$552K | 0.55% | 26 |
|