Chico Wealth RIA’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Sell |
1,893
-58
| -3% | -$12.7K | 0.33% | 21 |
|
2025
Q1 | $371K | Hold |
1,951
| – | – | 0.32% | 20 |
|
2024
Q4 | $428K | Sell |
1,951
-296
| -13% | -$64.9K | 0.37% | 20 |
|
2024
Q3 | $419K | Buy |
2,247
+60
| +3% | +$11.2K | 0.36% | 21 |
|
2024
Q2 | $423K | Buy |
2,187
+59
| +3% | +$11.4K | 0.39% | 21 |
|
2024
Q1 | $384K | Buy |
2,128
+728
| +52% | +$131K | 0.36% | 21 |
|
2023
Q4 | $213K | Buy |
+1,400
| New | +$213K | 0.22% | 30 |
|
2023
Q1 | – | Sell |
-4,096
| Closed | -$344K | – | 24 |
|
2022
Q4 | $344K | Buy |
+4,096
| New | +$344K | 0.38% | 17 |
|
2022
Q3 | – | Sell |
-2,255
| Closed | -$240K | – | 23 |
|
2022
Q2 | $240K | Buy |
2,255
+815
| +57% | +$86.7K | 0.2% | 20 |
|
2022
Q1 | $235K | Buy |
+1,440
| New | +$235K | 0.19% | 21 |
|