Jeppson 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 | $6.44M | Sell |
29,339
-108
| -0.4% | -$23.7K | 2.23% | 7 |
|
|
2025
Q1 | $5.6M | Sell |
29,447
-127
| -0.4% | -$24.2K | 2.05% | 7 |
|
|
2024
Q4 | $6.49M | Sell |
29,574
-356
| -1% | -$78.1K | 2.35% | 6 |
|
|
2024
Q3 | $5.58M | Sell |
29,930
-138
| -0.5% | -$25.7K | 2% | 8 |
|
|
2024
Q2 | $5.81M | Buy |
30,068
+13
| +0% | +$2.51K | 2.22% | 8 |
|
|
2024
Q1 | $5.42M | Sell |
30,055
-368
| -1% | -$66.4K | 2.1% | 9 |
|
|
2023
Q4 | $4.62M | Sell |
30,423
-140
| -0.5% | -$21.3K | 1.91% | 7 |
|
|
2023
Q3 | $3.89M | Sell |
30,563
-55
| -0.2% | -$6.99K | 1.78% | 8 |
|
|
2023
Q2 | $3.99M | Sell |
30,618
-589
| -2% | -$76.8K | 1.74% | 8 |
|
|
2023
Q1 | $3.22M | Sell |
31,207
-1,007
| -3% | -$104K | 1.4% | 11 |
|
|
2022
Q4 | $2.71M | Buy |
32,214
+2,565
| +9% | +$215K | 1.14% | 17 |
|
|
2022
Q3 | $3.35M | Sell |
29,649
-406
| -1% | -$45.9K | 1.52% | 10 |
|
|
2022
Q2 | $3.19M | Buy |
30,055
+1,335
| +5% | +$142K | 1.37% | 11 |
|
|
2022
Q1 | $4.68M | Buy |
28,720
+880
| +3% | +$143K | 2.18% | 6 |
|
|
2021
Q4 | $4.64M | Buy |
27,840
+20
| +0.1% | +$3.33K | 2.24% | 6 |
|
|
2021
Q3 | $4.57M | Sell |
27,820
-60
| -0.2% | -$9.85K | 2.38% | 5 |
|
|
2021
Q2 | $4.8M | Sell |
27,880
-160
| -0.6% | -$27.5K | 2.61% | 5 |
|
|
2021
Q1 | $4.34M | Buy |
28,040
+140
| +0.5% | +$21.7K | 2.58% | 6 |
|
|
2020
Q4 | $4.54M | Sell |
27,900
-240
| -0.9% | -$39.1K | 3.02% | 6 |
|
|
2020
Q3 | $4.43M | Buy |
+28,140
| New | +$4.43M | 3.47% | 4 |
|