Congress Wealth Management’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.4M	Sell	88,614 -268,865	-75%	-$53.2M	0.19%	131
2025 Q1	$68.3M	Buy	357,479 +94,030	+36%	+$20.4M	0.82%	16
2024 Q4	$57.8M	Sell	263,449 -13,134	-5%	-$2.69M	0.79%	20
2024 Q3	$51.5M	Buy	276,583 +50,698	+22%	+$9.25M	0.69%	21
2024 Q2	$43.7M	Buy	225,885 +44,324	+24%	+$8.14M	0.69%	27
2024 Q1	$32.8M	Sell	181,561 -8,422	-4%	-$1.41M	0.57%	37
2023 Q4	$28.9M	Buy	189,983 +29,863	+19%	+$4.19M	0.53%	40
2023 Q3	$20.4M	Buy	160,120 +13,622	+9%	+$1.83M	0.42%	52
2023 Q2	$19.1M	Buy	146,498 +3,329	+2%	+$380K	0.44%	49
2023 Q1	$14.8M	Buy	143,169 +4,070	+3%	+$393K	0.36%	61
2022 Q4	$11.7M	Buy	139,099 +3,157	+2%	+$312K	0.3%	93
2022 Q3	$15.4M	Buy	135,942 +1,496	+1%	+$189K	0.41%	54
2022 Q2	$14.3M	Buy	134,446 +186	+0.1%	+$23.3K	0.36%	60
2022 Q1	$21.9M	Sell	134,260 -6,280	-4%	-$970K	0.48%	51
2021 Q4	$23.4M	Buy	+140,540	New	+$24.1M	0.47%	53