Independent Solutions 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 | $7.04M | Buy |
32,083
+306
| +1% | +$67.1K | 1.37% | 18 |
|
|
2025
Q1 | $6.05M | Sell |
31,777
-467
| -1% | -$88.9K | 1.35% | 20 |
|
|
2024
Q4 | $7.07M | Sell |
32,244
-781
| -2% | -$171K | 1.55% | 18 |
|
|
2024
Q3 | $6.15M | Sell |
33,025
-420
| -1% | -$78.3K | 1.39% | 20 |
|
|
2024
Q2 | $6.46M | Sell |
33,445
-262
| -0.8% | -$50.6K | 1.48% | 16 |
|
|
2024
Q1 | $6.08M | Buy |
33,707
+10,483
| +45% | +$1.89M | 1.44% | 17 |
|
|
2023
Q4 | $3.53M | Buy |
23,224
+4,921
| +27% | +$748K | 0.91% | 31 |
|
|
2023
Q3 | $2.33M | Buy |
18,303
+2,500
| +16% | +$318K | 0.6% | 44 |
|
|
2023
Q2 | $2.06M | Buy |
15,803
+299
| +2% | +$39K | 0.52% | 49 |
|
|
2023
Q1 | $1.6M | Sell |
15,504
-357
| -2% | -$36.9K | 0.47% | 56 |
|
|
2022
Q4 | $1.33M | Sell |
15,861
-11,474
| -42% | -$964K | 0.41% | 63 |
|
|
2022
Q3 | $3.09M | Buy |
27,335
+1,742
| +7% | +$197K | 1.01% | 22 |
|
|
2022
Q2 | $2.72M | Sell |
25,593
-5,767
| -18% | -$613K | 0.85% | 26 |
|
|
2022
Q1 | $5.11M | Sell |
31,360
-1,920
| -6% | -$313K | 1.2% | 16 |
|
|
2021
Q4 | $5.55M | Sell |
33,280
-180
| -0.5% | -$30K | 1.31% | 17 |
|
|
2021
Q3 | $5.49M | Buy |
33,460
+260
| +0.8% | +$42.7K | 1.36% | 15 |
|
|
2021
Q2 | $5.71M | Sell |
33,200
-4,340
| -12% | -$746K | 1.39% | 15 |
|
|
2021
Q1 | $5.81M | Buy |
37,540
+160
| +0.4% | +$24.8K | 1.6% | 14 |
|
|
2020
Q4 | $6.09M | Buy |
37,380
+1,600
| +4% | +$261K | 1.9% | 13 |
|
|
2020
Q3 | $5.63M | Buy |
35,780
+580
| +2% | +$91.3K | 2.15% | 12 |
|
|
2020
Q2 | $4.86M | Buy |
35,200
+3,200
| +10% | +$441K | 2.08% | 12 |
|
|
2020
Q1 | $3.12M | Buy |
32,000
+3,020
| +10% | +$294K | 1.72% | 15 |
|
|
2019
Q4 | $2.68M | Buy |
+28,980
| New | +$2.68M | 1.19% | 21 |
|