ERTS Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,406
| Closed | -$268K | – | 32 |
|
|
2025
Q1 | $268K | Sell |
1,406
-132
| -9% | -$25.1K | 0.05% | 71 |
|
|
2024
Q4 | $337K | Sell |
1,538
-56
| -4% | -$12.3K | 0.06% | 64 |
|
|
2024
Q3 | $297K | Sell |
1,594
-802
| -33% | -$149K | 0.06% | 77 |
|
|
2024
Q2 | $463K | Sell |
2,396
-30
| -1% | -$5.8K | 0.09% | 49 |
|
|
2024
Q1 | $438K | Sell |
2,426
-6
| -0.2% | -$1.08K | 0.09% | 51 |
|
|
2023
Q4 | $370K | Sell |
2,432
-1,206
| -33% | -$183K | 0.08% | 56 |
|
|
2023
Q3 | $462K | Buy |
3,638
+1,688
| +87% | +$215K | 0.11% | 44 |
|
|
2023
Q2 | $254K | Buy |
+1,950
| New | +$254K | 0.06% | 79 |
|
|
2022
Q4 | – | Sell |
-2,051
| Closed | -$232K | – | 93 |
|
|
2022
Q3 | $232K | Buy |
2,051
+93
| +5% | +$10.5K | 0.07% | 78 |
|
|
2022
Q2 | $208K | Buy |
1,958
+58
| +3% | +$6.16K | 0.06% | 84 |
|
|
2022
Q1 | $310K | Buy |
1,900
+40
| +2% | +$6.53K | 0.09% | 65 |
|
|
2021
Q4 | $310K | Hold |
1,860
| – | – | 0.07% | 65 |
|
|
2021
Q3 | $306K | Hold |
1,860
| – | – | 0.08% | 63 |
|
|
2021
Q2 | $320K | Buy |
1,860
+20
| +1% | +$3.44K | 0.09% | 62 |
|
|
2021
Q1 | $285K | Buy |
1,840
+340
| +23% | +$52.7K | 0.08% | 67 |
|
|
2020
Q4 | $244K | Sell |
1,500
-60
| -4% | -$9.76K | 0.08% | 68 |
|
|
2020
Q3 | $246K | Sell |
1,560
-20
| -1% | -$3.15K | 0.09% | 63 |
|
|
2020
Q2 | $218K | Buy |
+1,580
| New | +$218K | 0.09% | 72 |
|
|
2019
Q1 | – | Sell |
-460
| Closed | -$35K | – | 101 |
|
|
2018
Q4 | $35K | Buy |
+460
| New | +$35K | 0.03% | 179 |
|