Graybill 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 | $6.9M | Buy |
31,447
+867
| +3% | +$190K | 2.25% | 18 |
|
|
2025
Q1 | $5.82M | Buy |
+30,580
| New | +$5.82M | 2% | 21 |
|
|
2024
Q3 | $5.54M | Buy |
29,709
+151
| +0.5% | +$28.1K | 2.05% | 22 |
|
|
2024
Q2 | $5.71M | Buy |
29,558
+165
| +0.6% | +$31.9K | 2.32% | 16 |
|
|
2024
Q1 | $5.3M | Sell |
29,393
-484
| -2% | -$87.3K | 2.23% | 20 |
|
|
2023
Q4 | $4.54M | Sell |
29,877
-266
| -0.9% | -$40.4K | 2.01% | 23 |
|
|
2023
Q3 | $3.83M | Sell |
30,143
-29
| -0.1% | -$3.69K | 1.87% | 25 |
|
|
2023
Q2 | $3.93M | Buy |
30,172
+948
| +3% | +$124K | 1.87% | 28 |
|
|
2023
Q1 | $3.02M | Buy |
29,224
+1,846
| +7% | +$191K | 1.54% | 34 |
|
|
2022
Q4 | $2.3M | Buy |
27,378
+716
| +3% | +$60.1K | 1.25% | 41 |
|
|
2022
Q3 | $3.01M | Buy |
26,662
+183
| +0.7% | +$20.7K | 1.79% | 28 |
|
|
2022
Q2 | $2.81M | Buy |
+26,479
| New | +$2.81M | 1.56% | 35 |
|
|
2021
Q3 | – | Sell |
-2,340
| Closed | -$402K | – | 50 |
|
|
2021
Q2 | $402K | Sell |
2,340
-80
| -3% | -$13.7K | 0.2% | 47 |
|
|
2021
Q1 | $374K | Sell |
2,420
-440
| -15% | -$68K | 0.2% | 46 |
|
|
2020
Q4 | $466K | Sell |
2,860
-40
| -1% | -$6.52K | 0.26% | 43 |
|
|
2020
Q3 | $457K | Buy |
2,900
+100
| +4% | +$15.8K | 0.3% | 44 |
|
|
2020
Q2 | $386K | Sell |
2,800
-200
| -7% | -$27.6K | 0.28% | 44 |
|
|
2020
Q1 | $292K | Hold |
3,000
| – | – | 0.26% | 41 |
|
|
2019
Q4 | $277K | Buy |
3,000
+300
| +11% | +$27.7K | 0.17% | 44 |
|
|
2019
Q3 | $234K | Hold |
2,700
| – | – | 0.16% | 52 |
|
|
2019
Q2 | $256K | Hold |
2,700
| – | – | 0.18% | 43 |
|
|
2019
Q1 | $240K | Hold |
2,700
| – | – | 0.17% | 46 |
|
|
2018
Q4 | $203K | Hold |
2,700
| – | – | 0.17% | 47 |
|
|
2018
Q3 | $270K | Hold |
2,700
| – | – | 0.2% | 45 |
|
|
2018
Q2 | $229K | Buy |
+2,700
| New | +$229K | 0.18% | 46 |
|