Levy Wealth Management Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.72M | Buy |
8,887
+106
| +1% | +$20.5K | 0.44% | 25 |
|
|
2024
Q1 | $1.33M | Hold |
8,781
| – | – | 0.37% | 34 |
|
|
2023
Q4 | $1.33M | Hold |
8,781
| – | – | 0.37% | 34 |
|
|
2023
Q3 | $1.12M | Hold |
8,781
| – | – | 0.35% | 38 |
|
|
2023
Q2 | $1.14M | Hold |
8,781
| – | – | 0.34% | 38 |
|
|
2023
Q1 | $907K | Buy |
8,781
+1,937
| +28% | +$200K | 0.28% | 41 |
|
|
2022
Q4 | $575K | Sell |
6,844
-416
| -6% | -$34.9K | 0.19% | 48 |
|
|
2022
Q3 | $820K | Buy |
7,260
+2,560
| +54% | +$289K | 0.35% | 33 |
|
|
2022
Q2 | $499K | Buy |
4,700
+480
| +11% | +$51K | 0.23% | 43 |
|
|
2022
Q1 | $688K | Sell |
4,220
-580
| -12% | -$94.6K | 0.29% | 33 |
|
|
2021
Q4 | $800K | Sell |
4,800
-100
| -2% | -$16.7K | 0.36% | 32 |
|
|
2021
Q3 | $805K | Buy |
4,900
+500
| +11% | +$82.1K | 0.44% | 30 |
|
|
2021
Q2 | $757K | Buy |
4,400
+200
| +5% | +$34.4K | 0.44% | 31 |
|
|
2021
Q1 | $650K | Sell |
4,200
-1,880
| -31% | -$291K | 0.43% | 32 |
|
|
2020
Q4 | $990K | Buy |
+6,080
| New | +$990K | 0.7% | 24 |
|