Cherrydale 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 | $2.48M | Buy |
11,308
+514
| +5% | +$113K | 0.86% | 17 |
|
|
2025
Q1 | $2.05M | Buy |
10,794
+2,343
| +28% | +$446K | 0.81% | 16 |
|
|
2024
Q4 | $1.85M | Buy |
8,451
+959
| +13% | +$210K | 0.72% | 15 |
|
|
2024
Q3 | $1.4M | Buy |
7,492
+55
| +0.7% | +$10.2K | 0.57% | 19 |
|
|
2024
Q2 | $1.44M | Buy |
7,437
+1,110
| +18% | +$215K | 0.63% | 17 |
|
|
2024
Q1 | $1.14M | Buy |
6,327
+1,067
| +20% | +$192K | 0.53% | 22 |
|
|
2023
Q4 | $799K | Buy |
5,260
+675
| +15% | +$103K | 0.42% | 27 |
|
|
2023
Q3 | $583K | Buy |
4,585
+177
| +4% | +$22.5K | 0.35% | 30 |
|
|
2023
Q2 | $575K | Buy |
4,408
+367
| +9% | +$47.8K | 0.4% | 23 |
|
|
2023
Q1 | $417K | Buy |
4,041
+943
| +30% | +$97.4K | 0.32% | 23 |
|
|
2022
Q4 | $260K | Sell |
3,098
-65
| -2% | -$5.46K | 0.22% | 30 |
|
|
2022
Q3 | $357K | Buy |
3,163
+152
| +5% | +$17.2K | 0.33% | 23 |
|
|
2022
Q2 | $319K | Sell |
3,011
-4,429
| -60% | -$469K | 0.29% | 21 |
|
|
2022
Q1 | $1.21M | Buy |
7,440
+4,540
| +157% | +$740K | 0.89% | 14 |
|
|
2021
Q4 | $483K | Buy |
+2,900
| New | +$483K | 0.36% | 25 |
|