Elmwood Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
16,372
-175
| -1% | -$38.4K | 1.42% | 21 |
|
|
2025
Q1 | $3.15M | Sell |
16,547
-384
| -2% | -$73.1K | 1.29% | 25 |
|
|
2024
Q4 | $3.71M | Sell |
16,931
-16
| -0.1% | -$3.51K | 1.5% | 17 |
|
|
2024
Q3 | $3.16M | Sell |
16,947
-78
| -0.5% | -$14.5K | 1.3% | 26 |
|
|
2024
Q2 | $3.29M | Sell |
17,025
-195
| -1% | -$37.7K | 1.47% | 18 |
|
|
2024
Q1 | $3.11M | Buy |
17,220
+5,856
| +52% | +$1.06M | 1.33% | 22 |
|
|
2023
Q4 | $1.73M | Sell |
11,364
-7,049
| -38% | -$1.07M | 1.21% | 21 |
|
|
2023
Q3 | $2.34M | Sell |
18,413
-278
| -1% | -$35.3K | 1.13% | 29 |
|
|
2023
Q2 | $2.44M | Sell |
18,691
-2,494
| -12% | -$325K | 1.14% | 31 |
|
|
2023
Q1 | $2.19M | Sell |
21,185
-600
| -3% | -$62K | 1.03% | 29 |
|
|
2022
Q4 | $1.83M | Sell |
21,785
-110
| -0.5% | -$9.24K | 0.91% | 34 |
|
|
2022
Q3 | $2.47M | Buy |
+21,895
| New | +$2.47M | 1.23% | 23 |
|
|
2021
Q2 | $3.76M | Hold |
21,840
| – | – | 1.98% | 9 |
|
|
2021
Q1 | $3.38M | Buy |
+21,840
| New | +$3.38M | 2.06% | 9 |
|
|
2020
Q3 | $2.95M | Hold |
21,360
| – | – | 2.39% | 8 |
|
|
2020
Q2 | $2.95M | Sell |
21,360
-1,920
| -8% | -$265K | 2.39% | 8 |
|
|
2020
Q1 | $1.68M | Buy |
23,280
+2,020
| +10% | +$146K | 1.61% | 14 |
|
|
2019
Q4 | $1.96M | Sell |
21,260
-500
| -2% | -$46.2K | 1.71% | 14 |
|
|
2019
Q3 | $1.89M | Sell |
21,760
-100
| -0.5% | -$8.68K | 1.91% | 10 |
|
|
2019
Q2 | $2.07M | Sell |
21,860
-280
| -1% | -$26.5K | 1.83% | 9 |
|
|
2019
Q1 | $1.97M | Sell |
22,140
-740
| -3% | -$65.9K | 1.82% | 9 |
|
|
2018
Q4 | $1.72M | Buy |
22,880
+400
| +2% | +$30K | 1.66% | 12 |
|
|
2018
Q3 | $2.25M | Sell |
22,480
-600
| -3% | -$60.1K | 1.87% | 10 |
|
|
2018
Q2 | $1.96M | Sell |
23,080
-200
| -0.9% | -$17K | 1.78% | 13 |
|
|
2018
Q1 | $1.68M | Buy |
+23,280
| New | +$1.68M | 1.61% | 14 |
|