Castle Wealth 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 | $3.35M | Buy |
15,284
+139
| +0.9% | +$30.5K | 1.22% | 25 |
|
|
2025
Q1 | $2.88M | Buy |
15,145
+632
| +4% | +$120K | 1.13% | 28 |
|
|
2024
Q4 | $3.18M | Buy |
14,513
+38
| +0.3% | +$8.34K | 1.25% | 26 |
|
|
2024
Q3 | $2.7M | Buy |
14,475
+2,092
| +17% | +$390K | 1.08% | 31 |
|
|
2024
Q2 | $2.39M | Sell |
12,383
-143
| -1% | -$27.6K | 1.15% | 31 |
|
|
2024
Q1 | $2.26M | Sell |
12,526
-822
| -6% | -$148K | 1.18% | 31 |
|
|
2023
Q4 | $2.03M | Sell |
13,348
-98
| -0.7% | -$14.9K | 1.22% | 28 |
|
|
2023
Q3 | $1.71M | Buy |
13,446
+737
| +6% | +$93.7K | 1.22% | 28 |
|
|
2023
Q2 | $1.66M | Sell |
12,709
-373
| -3% | -$48.6K | 1.16% | 28 |
|
|
2023
Q1 | $1.35M | Sell |
13,082
-55
| -0.4% | -$5.68K | 1.05% | 30 |
|
|
2022
Q4 | $1.1M | Sell |
13,137
-3,049
| -19% | -$256K | 0.69% | 34 |
|
|
2022
Q3 | $1.83M | Buy |
16,186
+1,365
| +9% | +$154K | 1.11% | 25 |
|
|
2022
Q2 | $1.57M | Buy |
+14,821
| New | +$1.57M | 0.92% | 27 |
|