Cypress Wealth Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.19M | Sell |
34,351
-800
| -2% | -$201K | 1.01% | 22 |
|
|
2026
Q1 | $7.32M | Sell |
35,151
-839
| -2% | -$185K | 1.03% | 22 |
|
|
2025
Q4 | $8.31M | Buy |
35,990
+8,490
| +31% | +$1.94M | 1.15% | 20 |
|
|
2025
Q3 | $6.04M | Buy |
27,500
+2,417
| +10% | +$547K | 0.99% | 25 |
|
|
2025
Q2 | $5.5M | Buy |
25,083
+1,669
| +7% | +$330K | 0.99% | 24 |
|
|
2025
Q1 | $4.45M | Buy |
23,414
+468
| +2% | +$102K | 0.9% | 26 |
|
|
2024
Q4 | $5.03M | Buy |
22,946
+942
| +4% | +$193K | 1.01% | 23 |
|
|
2024
Q3 | $4.1M | Buy |
22,004
+784
| +4% | +$143K | 0.85% | 27 |
|
|
2024
Q2 | $4.1M | Buy |
21,220
+1,337
| +7% | +$246K | 0.91% | 27 |
|
|
2024
Q1 | $3.59M | Buy |
19,883
+284
| +1% | +$47.4K | 0.84% | 28 |
|
|
2023
Q4 | $2.98M | Sell |
19,599
-771
| -4% | -$108K | 0.74% | 32 |
|
|
2023
Q3 | $2.59M | Buy |
20,370
+759
| +4% | +$102K | 0.72% | 36 |
|
|
2023
Q2 | $2.62M | Buy |
19,611
+1,249
| +7% | +$143K | 0.69% | 35 |
|
|
2023
Q1 | $1.9M | Buy |
18,362
+572
| +3% | +$55.3K | 0.56% | 42 |
|
|
2022
Q4 | $1.49M | Buy |
17,790
+8
| +0% | +$790 | 0.48% | 53 |
|
|
2022
Q3 | $2.04M | Sell |
17,782
-1,268
| -7% | -$160K | 0.69% | 34 |
|
|
2022
Q2 | $2.02M | Buy |
19,050
+350
| +2% | +$43.8K | 0.65% | 36 |
|
|
2022
Q1 | $3.05M | Buy |
18,700
+40
| +0.2% | +$6.18K | 0.83% | 30 |
|
|
2021
Q4 | $3.11M | Buy |
18,660
+600
| +3% | +$103K | 0.85% | 30 |
|
|
2021
Q3 | $2.97M | Sell |
18,060
-4,640
| -20% | -$800K | 0.89% | 30 |
|
|
2021
Q2 | $3.9M | Sell |
22,700
-6,580
| -22% | -$1.09M | 1.07% | 24 |
|
|
2021
Q1 | $4.53M | Buy |
29,280
+2,080
| +8% | +$330K | 0.95% | 31 |
|
|
2020
Q4 | $4.43M | Buy |
+27,200
| New | +$4.34M | 0.99% | 30 |
|
|
2020
Q3 | – | Sell |
-30,500
| Closed | -$4.81M | – | 278 |
|
|
2020
Q2 | $4.21M | Buy |
30,500
+2,380
| +8% | +$287K | 1% | 26 |
|
|
2020
Q1 | $2.74M | Buy |
28,120
+2,160
| +8% | +$209K | 0.81% | 39 |
|
|
2019
Q4 | $2.4M | Sell |
25,960
-500
| -2% | -$44.3K | 0.61% | 52 |
|
|
2019
Q3 | $2.3M | Buy |
26,460
+480
| +2% | +$44.5K | 0.63% | 51 |
|
|
2019
Q2 | $2.46M | Sell |
25,980
-1,120
| -4% | -$104K | 0.71% | 45 |
|
|
2019
Q1 | $2.41M | Buy |
27,100
+6,560
| +32% | +$546K | 0.76% | 42 |
|
|
2018
Q4 | $1.54M | Buy |
20,540
+2,860
| +16% | +$238K | 0.61% | 52 |
|
|
2018
Q3 | $1.77M | Buy |
17,680
+1,880
| +12% | +$177K | 0.63% | 43 |
|
|
2018
Q2 | $1.34M | Buy |
15,800
+1,400
| +10% | +$111K | 0.51% | 57 |
|
|
2018
Q1 | $1.04M | Sell |
14,400
-920
| -6% | -$65.8K | 0.45% | 67 |
|
|
2017
Q4 | $896K | Buy |
+15,320
| New | +$843K | 0.37% | 74 |
|
Other funds holding AMZN
WT
CRM
CNB
PAM
DC
SP
P
QCM