Curi Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60,271
| Closed | -$9.16M | – | 10 |
|
|
2023
Q4 | $9.16M | Sell |
60,271
-6,505
| -10% | -$988K | 1.27% | 29 |
|
|
2023
Q3 | $8.49M | Sell |
66,776
-4,046
| -6% | -$514K | 1.3% | 28 |
|
|
2023
Q2 | $9.23M | Sell |
70,822
-4,060
| -5% | -$529K | 1.25% | 27 |
|
|
2023
Q1 | $7.73M | Sell |
74,882
-5,607
| -7% | -$579K | 1.11% | 32 |
|
|
2022
Q4 | $6.76M | Sell |
80,489
-2,101
| -3% | -$176K | 0.95% | 37 |
|
|
2022
Q3 | $9.33M | Buy |
82,590
+12,341
| +18% | +$1.39M | 1.55% | 28 |
|
|
2022
Q2 | $7.46M | Buy |
70,249
+89
| +0.1% | +$9.45K | 1.44% | 29 |
|
|
2022
Q1 | $11.4M | Buy |
70,160
+2,480
| +4% | +$404K | 1.98% | 19 |
|
|
2021
Q4 | $11.3M | Buy |
67,680
+64,900
| +2,335% | +$10.8M | 1.95% | 22 |
|
|
2021
Q3 | $456K | Sell |
2,780
-260
| -9% | -$42.6K | 0.21% | 44 |
|
|
2021
Q2 | $522K | Buy |
3,040
+560
| +23% | +$96.2K | 0.26% | 41 |
|
|
2021
Q1 | $383K | Buy |
2,480
+400
| +19% | +$61.8K | 0.24% | 48 |
|
|
2020
Q4 | $338K | Buy |
+2,080
| New | +$338K | 0.24% | 53 |
|