JFG 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 | $817K | Sell |
3,724
-3,718
| -50% | -$816K | 0.17% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
7,442
-1,973
| -21% | -$375K | 0.32% | 25 |
|
|
2024
Q4 | $2.07M | Buy |
9,415
+3,556
| +61% | +$780K | 0.47% | 21 |
|
|
2024
Q3 | $1.09M | Buy |
5,859
+2,107
| +56% | +$393K | 0.3% | 27 |
|
|
2024
Q2 | $725K | Sell |
3,752
-839
| -18% | -$162K | 0.21% | 24 |
|
|
2024
Q1 | $828K | Sell |
4,591
-4,249
| -48% | -$766K | 0.22% | 22 |
|
|
2023
Q4 | $1.34M | Buy |
8,840
+6,840
| +342% | +$1.04M | 0.39% | 18 |
|
|
2023
Q3 | $254K | Hold |
2,000
| – | – | 0.08% | 29 |
|
|
2023
Q2 | $261K | Buy |
+2,000
| New | +$261K | 0.08% | 30 |
|
|
2022
Q1 | – | Sell |
-1,700
| Closed | -$283K | – | 42 |
|
|
2021
Q4 | $283K | Sell |
1,700
-260
| -13% | -$43.3K | 0.11% | 37 |
|
|
2021
Q3 | $321K | Hold |
1,960
| – | – | 0.15% | 33 |
|
|
2021
Q2 | $337K | Buy |
+1,960
| New | +$337K | 0.15% | 31 |
|
|
2021
Q1 | – | Sell |
-20,040
| Closed | -$3.26M | – | 25 |
|
|
2020
Q4 | $3.26M | Buy |
20,040
+9,640
| +93% | +$1.57M | 1.77% | 7 |
|
|
2020
Q3 | $1.64M | Buy |
+10,400
| New | +$1.64M | 1.16% | 11 |
|