Fusion Family Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+942
| New | +$207K | 0.02% | 47 |
|
|
2025
Q1 | – | Sell |
-942
| Closed | -$207K | – | 45 |
|
|
2024
Q4 | $207K | Buy |
+942
| New | +$207K | 0.02% | 45 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$31K | – | 41 |
|
|
2021
Q1 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 60 |
|
|
2019
Q1 | – | Sell |
-7,720
| Closed | -$580K | – | 158 |
|
|
2018
Q4 | $580K | Sell |
7,720
-2,900
| -27% | -$218K | 0.17% | 34 |
|
|
2018
Q3 | $1.06M | Buy |
10,620
+3,260
| +44% | +$327K | 0.29% | 23 |
|
|
2018
Q2 | $626K | Buy |
7,360
+840
| +13% | +$71.4K | 0.18% | 31 |
|
|
2018
Q1 | $472K | Buy |
6,520
+1,780
| +38% | +$129K | 0.16% | 31 |
|
|
2017
Q4 | $277K | Buy |
4,740
+4,560
| +2,533% | +$266K | 0.07% | 58 |
|
|
2017
Q3 | $9K | Sell |
180
-2,980
| -94% | -$149K | ﹤0.01% | 156 |
|
|
2017
Q2 | $153K | Hold |
3,160
| – | – | 0.05% | 81 |
|
|
2017
Q1 | $140K | Sell |
3,160
-3,120
| -50% | -$138K | 0.05% | 81 |
|
|
2016
Q4 | $255K | Buy |
+6,280
| New | +$255K | 0.15% | 64 |
|