Dougherty Wealth Advisers’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Sell |
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|
2025
Q2 | $495K | Hold |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $495K | Hold |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $414K | Hold |
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|
2020
Q3 | $400K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $248K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $218K | Buy |
|