Caldwell Trust’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
133,840
+483
|
|
||||
|
2025
Q1 | $25.4M | Sell |
133,357
-135
|
|
||||
|
2024
Q4 | $29.3M | Sell |
133,492
-3,023
|
|
||||
|
2024
Q3 | $25.4M | Sell |
136,515
-2,722
|
|
||||
|
2024
Q2 | $26.9M | Buy |
139,237
+1,776
|
|
||||
|
2024
Q1 | $24.8M | Sell |
137,461
-1,353
|
|
||||
|
2023
Q4 | $21.1M | Sell |
138,814
-2,636
|
|
||||
|
2023
Q3 | $18M | Sell |
141,450
-220
|
|
||||
|
2023
Q2 | $18.5M | Sell |
141,670
-1,242
|
|
||||
|
2023
Q1 | $14.8M | Buy |
142,912
+460
|
|
||||
|
2022
Q4 | $12M | Sell |
142,452
-2,225
|
|
||||
|
2022
Q3 | $16.3M | Sell |
144,677
-94
|
|
||||
|
2022
Q2 | $15.4M | Sell |
144,771
-3,349
|
|
||||
|
2022
Q1 | $24.1M | Buy |
148,120
+580
|
|
||||
|
2021
Q4 | $24.6M | Buy |
147,540
+160
|
|
||||
|
2021
Q3 | $24.2M | Buy |
147,380
+3,120
|
|
||||
|
2021
Q2 | $24.8M | Sell |
144,260
-4,140
|
|
||||
|
2021
Q1 | $23M | Sell |
148,400
-500
|
|
||||
|
2020
Q4 | $24.2M | Sell |
148,900
-2,160
|
|
||||
|
2020
Q3 | $23.8M | Sell |
151,060
-12,620
|
|
||||
|
2020
Q2 | $22.6M | Buy |
163,680
+1,600
|
|
||||
|
2020
Q1 | $15.8M | Sell |
162,080
-2,840
|
|
||||
|
2019
Q4 | $15.2M | Buy |
+164,920
|
|