Caldwell Trust’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 | $29.2M | Sell |
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|
2025
Q2 | $29.4M | Buy |
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|
2025
Q1 | $25.4M | Sell |
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|
2024
Q4 | $29.3M | Sell |
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|
2024
Q3 | $25.4M | Sell |
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|
2024
Q2 | $26.9M | Buy |
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|
2024
Q1 | $24.8M | Sell |
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|
2023
Q4 | $21.1M | Sell |
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|
2023
Q3 | $18M | Sell |
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|
2023
Q2 | $18.5M | Sell |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $12M | Sell |
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|
2022
Q3 | $16.3M | Sell |
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|
2022
Q2 | $15.4M | Sell |
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|
2022
Q1 | $24.1M | Buy |
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|
2021
Q4 | $24.6M | Buy |
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|
2021
Q3 | $24.2M | Buy |
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|
2021
Q2 | $24.8M | Sell |
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|
2021
Q1 | $23M | Sell |
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|
2020
Q4 | $24.2M | Sell |
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|
2020
Q3 | $23.8M | Sell |
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|
2020
Q2 | $22.6M | Buy |
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|
2020
Q1 | $15.8M | Sell |
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|
2019
Q4 | $15.2M | Buy |
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