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Dopkins Wealth Management’s Amazon AMZN Stock Holding History

Dopkins Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
5,296
-252
-5% -$63.3K 0.46% 38
2026
Q1 		$1.16M Buy
5,548
+3,363
+154% +$740K 0.46% 38
2025
Q4 		$504K Buy
2,185
+9
+0.4% +$2.06K 0.21% 52
2025
Q3 		$478K Sell
2,176
-34
-2% -$7.7K 0.2% 53
2025
Q2 		$485K Buy
2,210
+100
+5% +$19.8K 0.22% 53
2025
Q1 		$401K Hold
2,110
– – 0.2% 56
2024
Q4 		$463K Buy
2,110
+110
+6% +$22.5K 0.24% 57
2024
Q3 		$373K Sell
2,000
-110
-5% -$20.1K 0.3% 35
2024
Q2 		$408K Hold
2,110
– – 0.25% 50
2024
Q1 		$381K Buy
2,110
+60
+3% +$10K 0.23% 52
2023
Q4 		$311K Sell
2,050
-60
-3% -$8.41K 0.24% 38
2023
Q3 		$268K Buy
2,110
+60
+3% +$8.04K 0.2% 45
2023
Q2 		$267K Hold
2,050
– – 0.24% 34
2023
Q1 		$212K Sell
2,050
-500
-20% -$48.3K 0.2% 37
2022
Q4 		$214K Buy
2,550
+500
+24% +$49.4K 0.19% 38
2022
Q3 		$232K Buy
2,050
+50
+3% +$6.32K 0.26% 36
2022
Q2 		$212K Hold
2,000
– – 0.23% 35
2022
Q1 		$326K Hold
2,000
– – 0.35% 30
2021
Q4 		$333K Buy
+2,000
New +$342K 0.33% 29

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return