Delap 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 | $829K | Sell |
3,778
-2,085
| -36% | -$457K | 0.4% | 34 |
|
|
2025
Q1 | $1.12M | Sell |
5,863
-403
| -6% | -$76.7K | 0.62% | 30 |
|
|
2024
Q4 | $1.37M | Buy |
6,266
+250
| +4% | +$54.8K | 0.82% | 29 |
|
|
2024
Q3 | $1.12M | Sell |
6,016
-1,273
| -17% | -$237K | 0.71% | 27 |
|
|
2024
Q2 | $1.41M | Sell |
7,289
-17,077
| -70% | -$3.3M | 0.65% | 24 |
|
|
2024
Q1 | $4.4M | Buy |
24,366
+17,792
| +271% | +$3.21M | 1.78% | 14 |
|
|
2023
Q4 | $999K | Buy |
6,574
+964
| +17% | +$146K | 0.45% | 32 |
|
|
2023
Q3 | $713K | Buy |
5,610
+105
| +2% | +$13.3K | 0.69% | 27 |
|
|
2023
Q2 | $718K | Sell |
5,505
-55
| -1% | -$7.17K | 0.7% | 23 |
|
|
2023
Q1 | $574K | Sell |
5,560
-2,234
| -29% | -$231K | 0.59% | 29 |
|
|
2022
Q4 | $655K | Buy |
+7,794
| New | +$655K | 0.68% | 26 |
|