HB 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 | $113M | Sell |
516,398
-44,212
| -8% | -$9.7M | 0.9% | 20 |
|
|
2025
Q1 | $107M | Buy |
560,610
+143,745
| +34% | +$27.3M | 0.89% | 20 |
|
|
2024
Q4 | $91.5M | Buy |
416,865
+37,145
| +10% | +$8.15M | 0.93% | 17 |
|
|
2024
Q3 | $70.8M | Buy |
379,720
+26,430
| +7% | +$4.92M | 0.76% | 19 |
|
|
2024
Q2 | $68.3M | Buy |
353,290
+62,867
| +22% | +$12.1M | 0.8% | 18 |
|
|
2024
Q1 | $52.4M | Buy |
290,423
+26,697
| +10% | +$4.82M | 0.66% | 19 |
|
|
2023
Q4 | $40.1M | Buy |
263,726
+2,004
| +0.8% | +$304K | 0.58% | 18 |
|
|
2023
Q3 | $33.3M | Buy |
261,722
+50,248
| +24% | +$6.39M | 0.54% | 20 |
|
|
2023
Q2 | $27.6M | Buy |
211,474
+9,017
| +4% | +$1.18M | 0.44% | 27 |
|
|
2023
Q1 | $20.9M | Buy |
202,457
+11,895
| +6% | +$1.23M | 0.36% | 29 |
|
|
2022
Q4 | $16M | Buy |
190,562
+40,183
| +27% | +$3.38M | 0.29% | 43 |
|
|
2022
Q3 | $17M | Buy |
150,379
+8,495
| +6% | +$960K | 0.36% | 29 |
|
|
2022
Q2 | $15.1M | Buy |
141,884
+19,664
| +16% | +$2.09M | 0.31% | 31 |
|
|
2022
Q1 | $19.9M | Buy |
122,220
+28,280
| +30% | +$4.61M | 0.37% | 27 |
|
|
2021
Q4 | $15.7M | Buy |
+93,940
| New | +$15.7M | 0.32% | 25 |
|