CWC
AMZN icon

Carolinas Wealth Consulting’s Amazon AMZN Stock Holding History

Carolinas Wealth Consulting’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,625
Closed -$6.97M – 43
2025
Q1 		$6.97M Buy
36,625
+318
+0.9% +$69K 1.5% 19
2024
Q4 		$7.97M Sell
36,307
-538
-1% -$110K 1.57% 17
2024
Q3 		$6.87M Sell
36,845
-37
-0.1% -$6.75K 1.25% 24
2024
Q2 		$7.13M Buy
36,882
+26
+0.1% +$4.78K 1.38% 19
2024
Q1 		$6.65M Buy
36,856
+1,099
+3% +$183K 1.31% 20
2023
Q4 		$5.43M Buy
35,757
+371
+1% +$52K 1.18% 20
2023
Q3 		$4.71M Sell
35,386
-2,605
-7% -$349K 1.17% 20
2023
Q2 		$4.95M Sell
37,991
-577
-1% -$65.9K 0.98% 24
2023
Q1 		$3.98M Buy
38,568
+343
+0.9% +$33.1K 0.85% 27
2022
Q4 		$3.21M Sell
38,225
-228
-0.6% -$22.5K 0.73% 31
2022
Q3 		$4.34M Sell
38,453
-80
-0.2% -$10.1K 1.1% 22
2022
Q2 		$4.09M Sell
38,533
-807
-2% -$101K 1.02% 24
2022
Q1 		$6.41M Buy
39,340
+20
+0.1% +$3.09K 1.42% 20
2021
Q4 		$6.55M Buy
39,320
+680
+2% +$116K 1.43% 20
2021
Q3 		$6.34M Sell
38,640
-20
-0.1% -$3.45K 1.48% 19
2021
Q2 		$6.65M Sell
38,660
-3,100
-7% -$515K 1.46% 21
2021
Q1 		$6.46M Sell
41,760
-160
-0.4% -$25.4K 1.57% 21
2020
Q4 		$6.83M Buy
41,920
+4,440
+12% +$709K 1.84% 18
2020
Q3 		$5.9M Buy
37,480
+2,480
+7% +$391K 1.99% 17
2020
Q2 		$4.83M Sell
35,000
-180
-0.5% -$21.7K 1.9% 17
2020
Q1 		$3.43M Buy
+35,180
New +$3.4M 1.86% 17

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's AMZN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Amazon (AMZN) in Q2 2025, closing a stake of 36,625 shares — an estimated $6.97M sold.

Carolinas Wealth Consulting first reported a position in AMZN in Q1 2020 and held it in 21 quarters. The position peaked at $7.97M in Q4 2024. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Amazon position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36,625 Amazon shares in Q2 2025, an estimated $6.97M.
  • Carolinas Wealth Consulting first reported a position in Amazon in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Amazon position peaked at $7.97M in Q4 2024.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.