Leith Wheeler Investment Counsel’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
1,827
-2,151
| -54% | -$472K | 0.03% | 59 |
|
|
2025
Q1 | $757K | Buy |
+3,978
| New | +$757K | 0.05% | 59 |
|
|
2024
Q3 | – | Sell |
-1,727
| Closed | -$334K | – | 63 |
|
|
2024
Q2 | $334K | Hold |
1,727
| – | – | 0.03% | 59 |
|
|
2024
Q1 | $312K | Sell |
1,727
-8
| -0.5% | -$1.44K | 0.03% | 60 |
|
|
2023
Q4 | $264K | Sell |
1,735
-280
| -14% | -$42.5K | 0.03% | 57 |
|
|
2023
Q3 | $256K | Buy |
2,015
+130
| +7% | +$16.5K | 0.03% | 57 |
|
|
2023
Q2 | $246K | Buy |
+1,885
| New | +$246K | 0.03% | 62 |
|
|
2022
Q1 | – | Sell |
-1,380
| Closed | -$230K | – | 54 |
|
|
2021
Q4 | $230K | Buy |
+1,380
| New | +$230K | 0.03% | 44 |
|