Consilium Wealth Advisory’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.25M Sell
23,911
-1,048
-4% -$230K 2.21% 13
2025
Q1
$4.75M Sell
24,959
-78
-0.3% -$14.8K 2.38% 13
2024
Q4
$5.49M Sell
25,037
-429
-2% -$94.1K 2.62% 11
2024
Q3
$4.75M Buy
25,466
+1,302
+5% +$243K 2.59% 9
2024
Q2
$4.67M Buy
24,164
+2,047
+9% +$396K 2.55% 10
2024
Q1
$3.99M Buy
22,117
+172
+0.8% +$31K 2.24% 14
2023
Q4
$3.33M Buy
21,945
+1,267
+6% +$193K 2.01% 16
2023
Q3
$2.63M Buy
20,678
+1,928
+10% +$245K 1.84% 16
2023
Q2
$2.44M Buy
18,750
+4,779
+34% +$623K 1.69% 16
2023
Q1
$1.44M Sell
13,971
-531
-4% -$54.8K 1.23% 17
2022
Q4
$1.22M Sell
14,502
-3,795
-21% -$319K 1.04% 22
2022
Q3
$2.07M Buy
18,297
+1,077
+6% +$122K 2.31% 12
2022
Q2
$1.83M Sell
17,220
-1,460
-8% -$155K 1.97% 15
2022
Q1
$3.05M Sell
18,680
-1,700
-8% -$277K 2.18% 12
2021
Q4
$3.4M Buy
+20,380
New +$3.4M 2.2% 12