Inspirion Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.17M | Sell |
17,246
-160
| -0.9% | -$40.2K | 0.48% | 28 |
|
|
2026
Q1 | $3.63M | Buy |
17,406
+3,139
| +22% | +$691K | 0.45% | 29 |
|
|
2025
Q4 | $3.29M | Buy |
14,267
+4,019
| +39% | +$919K | 0.4% | 30 |
|
|
2025
Q3 | $1.91M | Sell |
10,248
-3,568
| -26% | -$808K | 0.27% | 38 |
|
|
2025
Q2 | $3.03M | Buy |
13,816
+2,767
| +25% | +$548K | 0.4% | 27 |
|
|
2025
Q1 | $2.1M | Buy |
11,049
+801
| +8% | +$174K | 0.29% | 33 |
|
|
2024
Q4 | $2.28M | Hold |
10,248
| – | – | 0.32% | 33 |
|
|
2024
Q3 | $1.91M | Sell |
10,248
-58
| -0.6% | -$10.6K | 0.27% | 38 |
|
|
2024
Q2 | $1.99M | Buy |
10,306
+82
| +0.8% | +$15.1K | 0.3% | 37 |
|
|
2024
Q1 | $1.84M | Buy |
10,224
+127
| +1% | +$21.2K | 0.3% | 38 |
|
|
2023
Q4 | $1.51M | Buy |
10,097
+618
| +7% | +$86.6K | 0.27% | 43 |
|
|
2023
Q3 | $1.2M | Buy |
9,479
+23
| +0.2% | +$3.08K | 0.24% | 47 |
|
|
2023
Q2 | $1.23M | Buy |
9,456
+1,127
| +14% | +$129K | 0.24% | 44 |
|
|
2023
Q1 | $860K | Buy |
8,329
+118
| +1% | +$11.4K | 0.17% | 56 |
|
|
2022
Q4 | $690K | Sell |
8,211
-2,840
| -26% | -$281K | 0.15% | 65 |
|
|
2022
Q3 | $1.25M | Sell |
11,051
-261
| -2% | -$33K | 0.28% | 36 |
|
|
2022
Q2 | $1.2M | Buy |
11,312
+1,272
| +13% | +$159K | 0.26% | 37 |
|
|
2022
Q1 | $1.64M | Buy |
10,040
+620
| +7% | +$95.8K | 0.33% | 32 |
|
|
2021
Q4 | $1.57M | Buy |
9,420
+80
| +0.9% | +$13.7K | 0.33% | 34 |
|
|
2021
Q3 | $1.53M | Hold |
9,340
| – | – | 0.35% | 32 |
|
|
2021
Q2 | $1.61M | Sell |
9,340
-680
| -7% | -$113K | 0.4% | 29 |
|
|
2021
Q1 | $1.55M | Buy |
10,020
+80
| +0.8% | +$12.7K | 0.41% | 27 |
|
|
2020
Q4 | $1.62M | Buy |
9,940
+1,960
| +25% | +$313K | 0.46% | 25 |
|
|
2020
Q3 | $1.26M | Buy |
7,980
+60
| +0.8% | +$9.46K | 0.43% | 24 |
|
|
2020
Q2 | $1.09M | Sell |
7,920
-200
| -2% | -$24.2K | 0.43% | 25 |
|
|
2020
Q1 | $792K | Buy |
8,120
+2,160
| +36% | +$209K | 0.39% | 28 |
|
|
2019
Q4 | $551K | Sell |
5,960
-580
| -9% | -$51.3K | 0.19% | 41 |
|
|
2019
Q3 | $568K | Sell |
6,540
-520
| -7% | -$48.2K | 0.25% | 39 |
|
|
2019
Q2 | $668K | Buy |
7,060
+540
| +8% | +$50.3K | 0.29% | 36 |
|
|
2019
Q1 | $581K | Buy |
6,520
+1,800
| +38% | +$150K | 0.26% | 37 |
|
|
2018
Q4 | $354K | Hold |
4,720
| – | – | 0.18% | 48 |
|
|
2018
Q3 | $473K | Buy |
4,720
+20
| +0.4% | +$1.88K | 0.2% | 42 |
|
|
2018
Q2 | $399K | Hold |
4,700
| – | – | 0.19% | 43 |
|
|
2018
Q1 | $340K | Buy |
4,700
+200
| +4% | +$14.3K | 0.17% | 49 |
|
|
2017
Q4 | $263K | Buy |
+4,500
| New | +$248K | 0.13% | 56 |
|
|
2017
Q3 | – | Sell |
-4,840
| Closed | -$234K | – | 68 |
|
|
2017
Q2 | $234K | Buy |
+4,840
| New | +$231K | 0.13% | 61 |
|
Other funds holding AMZN
SCI
Inspirion Wealth Advisors's AMZN Position: Q2 2026 in Review
Inspirion Wealth Advisors reduced its Amazon (AMZN) stake by 0.92% in Q2 2026, selling an estimated $40.2K and leaving 17,246 shares worth $4.17M. The position accounts for 0.48% of the portfolio, ranked #28.
Inspirion Wealth Advisors first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. 2,631 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Inspirion Wealth Advisors held 17,246 shares of Amazon worth $4.17M as of Q2 2026.
- Inspirion Wealth Advisors sold 160 Amazon shares in Q2 2026, an estimated $40.2K.
- Amazon made up 0.48% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Inspirion Wealth Advisors first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
- 2,631 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.