Holistic Financial Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Sell |
13,335
-896
| -6% | -$197K | 1.03% | 21 |
|
|
2025
Q4 | $3.28M | Buy |
14,231
+132
| +0.9% | +$30.2K | 1.19% | 19 |
|
|
2025
Q3 | $3.1M | Buy |
14,099
+62
| +0.4% | +$14K | 1.27% | 20 |
|
|
2025
Q2 | $3.08M | Buy |
14,037
+507
| +4% | +$100K | 1.35% | 19 |
|
|
2025
Q1 | $2.57M | Sell |
13,530
-893
| -6% | -$194K | 1.24% | 18 |
|
|
2024
Q4 | $3.16M | Sell |
14,423
-437
| -3% | -$89.4K | 1.57% | 16 |
|
|
2024
Q3 | $2.77M | Sell |
14,860
-52
| -0.3% | -$9.49K | 1.33% | 17 |
|
|
2024
Q2 | $2.88M | Buy |
14,912
+1,657
| +13% | +$304K | 1.45% | 14 |
|
|
2024
Q1 | $2.39M | Buy |
13,255
+114
| +0.9% | +$19K | 1.21% | 15 |
|
|
2023
Q4 | $2M | Sell |
13,141
-324
| -2% | -$45.4K | 1.2% | 16 |
|
|
2023
Q3 | $1.71M | Sell |
13,465
-265
| -2% | -$35.5K | 1.14% | 16 |
|
|
2023
Q2 | $1.79M | Buy |
13,730
+272
| +2% | +$31.1K | 1.24% | 17 |
|
|
2023
Q1 | $1.39M | Sell |
13,458
-798
| -6% | -$77.1K | 1.09% | 16 |
|
|
2022
Q4 | $1.2M | Sell |
14,256
-33
| -0.2% | -$3.26K | 1.07% | 15 |
|
|
2022
Q3 | $1.61M | Buy |
14,289
+112
| +0.8% | +$14.2K | 1.6% | 10 |
|
|
2022
Q2 | $1.51M | Buy |
14,177
+537
| +4% | +$67.2K | 1.42% | 10 |
|
|
2022
Q1 | $2.22M | Buy |
13,640
+1,480
| +12% | +$229K | 1.41% | 17 |
|
|
2021
Q4 | $2.03M | Buy |
12,160
+80
| +0.7% | +$13.7K | 1.18% | 17 |
|
|
2021
Q3 | $1.98M | Buy |
12,080
+60
| +0.5% | +$10.3K | 1.22% | 15 |
|
|
2021
Q2 | $2.07M | Buy |
12,020
+120
| +1% | +$19.9K | 1.23% | 15 |
|
|
2021
Q1 | $1.84M | Buy |
11,900
+4,920
| +70% | +$780K | 1.21% | 14 |
|
|
2020
Q4 | $1.14M | Sell |
6,980
-200
| -3% | -$31.9K | 0.78% | 21 |
|
|
2020
Q3 | $1.13M | Buy |
7,180
+2,320
| +48% | +$366K | 0.91% | 19 |
|
|
2020
Q2 | $670K | Sell |
4,860
-2,400
| -33% | -$290K | 0.58% | 25 |
|
|
2020
Q1 | $708K | Buy |
7,260
+300
| +4% | +$29K | 0.73% | 23 |
|
|
2019
Q4 | $643K | Buy |
6,960
+420
| +6% | +$37.2K | 0.38% | 33 |
|
|
2019
Q3 | $566K | Buy |
6,540
+2,840
| +77% | +$263K | 0.5% | 27 |
|
|
2019
Q2 | $350K | Sell |
3,700
-2,680
| -42% | -$250K | 0.35% | 38 |
|
|
2019
Q1 | $568K | Sell |
6,380
-360
| -5% | -$30K | 0.24% | 48 |
|
|
2018
Q4 | $506K | Buy |
6,740
+400
| +6% | +$33.3K | 0.53% | 26 |
|
|
2018
Q3 | $635K | Buy |
+6,340
| New | +$596K | 0.59% | 25 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$289K | – | 52 |
|
|
2018
Q1 | $289K | Sell |
4,000
-300
| -7% | -$21.5K | 0.24% | 45 |
|
|
2017
Q4 | $251K | Buy |
+4,300
| New | +$237K | 0.21% | 54 |
|
Other funds holding AMZN
VCM
VPM
Holistic Financial Partners's AMZN Position: Q1 2026 in Review
Holistic Financial Partners reduced its Amazon (AMZN) stake by 6.3% in Q1 2026, selling an estimated $197K and leaving 13,335 shares worth $2.78M. The position accounts for 1.03% of the portfolio, ranked #21.
Holistic Financial Partners first reported a position in AMZN in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.28M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Holistic Financial Partners held 13,335 shares of Amazon worth $2.78M as of Q1 2026.
- Holistic Financial Partners sold 896 Amazon shares in Q1 2026, an estimated $197K.
- Amazon made up 1.03% of Holistic Financial Partners's portfolio in Q1 2026, its #21 holding.
- Holistic Financial Partners first reported a position in Amazon in Q4 2017 and has held it in 33 quarters since.
- Holistic Financial Partners's Amazon position peaked at $3.28M in Q4 2025.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.