Capstone Wealth Management Group (Pennsylvania)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.24M | Sell |
19,336
-3,599
| -16% | -$790K | 4.07% | 6 |
|
2025
Q1 | $4.36M | Sell |
22,935
-2,947
| -11% | -$561K | 2.49% | 13 |
|
2024
Q4 | $5.68M | Buy |
25,882
+5,010
| +24% | +$1.1M | 3.04% | 10 |
|
2024
Q3 | $3.89M | Buy |
20,872
+80
| +0.4% | +$14.9K | 2.3% | 13 |
|
2024
Q2 | $4.02M | Buy |
20,792
+4,693
| +29% | +$907K | 2.63% | 11 |
|
2024
Q1 | $2.9M | Sell |
16,099
-3,160
| -16% | -$570K | 2.08% | 12 |
|
2023
Q4 | $2.93M | Sell |
19,259
-1,417
| -7% | -$215K | 2.77% | 10 |
|
2023
Q3 | $2.63M | Sell |
20,676
-1,370
| -6% | -$174K | 2.72% | 10 |
|
2023
Q2 | $2.87M | Sell |
22,046
-2,389
| -10% | -$311K | 2.97% | 10 |
|
2023
Q1 | $2.52M | Buy |
24,435
+115
| +0.5% | +$11.9K | 2.8% | 11 |
|
2022
Q4 | $2.04M | Sell |
24,320
-2,485
| -9% | -$209K | 2.2% | 13 |
|
2022
Q3 | $3.03M | Buy |
26,805
+3,640
| +16% | +$411K | 3.87% | 6 |
|
2022
Q2 | $2.46M | Buy |
23,165
+1,685
| +8% | +$179K | 2.97% | 9 |
|
2022
Q1 | $3.5M | Sell |
21,480
-1,060
| -5% | -$173K | 3.5% | 8 |
|
2021
Q4 | $3.76M | Buy |
+22,540
| New | +$3.76M | 3.05% | 10 |
|