Instrumental Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
6,180
-498
| -7% | -$113K | 1.11% | 17 |
|
|
2025
Q1 | $1.26M | Buy |
6,678
+1,092
| +20% | +$206K | 1.14% | 15 |
|
|
2024
Q4 | $1.21M | Buy |
5,586
+312
| +6% | +$67.6K | 1.14% | 13 |
|
|
2024
Q3 | $989K | Buy |
5,274
+232
| +5% | +$43.5K | 0.96% | 17 |
|
|
2024
Q2 | $907K | Buy |
5,042
+64
| +1% | +$11.5K | 0.94% | 18 |
|
|
2024
Q1 | $907K | Buy |
4,978
+299
| +6% | +$54.5K | 0.39% | 20 |
|
|
2023
Q4 | $734K | Buy |
4,679
+2
| +0% | +$314 | 0.79% | 19 |
|
|
2023
Q3 | $615K | Buy |
4,677
+1,143
| +32% | +$150K | 0.72% | 17 |
|
|
2023
Q2 | $462K | Buy |
3,534
+13
| +0.4% | +$1.7K | 0.56% | 17 |
|
|
2023
Q1 | $365K | Buy |
+3,521
| New | +$365K | 0.48% | 18 |
|