Litman Gregory Wealth Management’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.61M	Buy	15,635 +11,510	+279%	+$2.63M	0.26%	53
2025 Q3	$906K	Sell	4,125 -170	-4%	-$38.5K	0.07%	80
2025 Q2	$942K	Sell	4,295 -290	-6%	-$57.4K	0.07%	78
2025 Q1	$872K	Hold	4,585	–	–	0.07%	76
2024 Q4	$1.01M	Sell	4,585 -25	-0.5%	-$5.12K	0.09%	70
2024 Q3	$859K	Buy	4,610 +800	+21%	+$146K	0.07%	75
2024 Q2	$736K	Sell	3,810 -25	-0.7%	-$4.59K	0.07%	77
2024 Q1	$692K	Buy	3,835 +20	+0.5%	+$3.34K	0.06%	79
2023 Q4	$580K	Sell	3,815 -3,332	-47%	-$467K	0.06%	81
2023 Q3	$909K	Buy	7,147 +4,327	+153%	+$580K	0.09%	71
2023 Q2	$368K	Sell	2,820 -7,050	-71%	-$805K	0.05%	65
2023 Q1	$1.02M	Buy	9,870 +6,720	+213%	+$649K	0.38%	17
2022 Q4	$265K	Sell	3,150 -700	-18%	-$69.1K	0.04%	71
2022 Q3	$435K	Buy	3,850 +270	+8%	+$34.1K	0.07%	52
2022 Q2	$380K	Buy	+3,580	New	+$448K	0.06%	67
2022 Q1	–	Sell	-3,020	Closed	-$503K	–	56
2021 Q4	$503K	Buy	+3,020	New	+$517K	0.09%	55
2021 Q3	–	Sell	-10,040	Closed	-$502	–	76
2021 Q2	$502	Buy	10,040 +10,000	+25,000%	+$1.66M	0.09%	51
2021 Q1	$6K	Hold	40	–	–	﹤0.01%	158
2020 Q4	$7K	Hold	40	–	–	﹤0.01%	154
2020 Q3	$6K	Hold	40	–	–	﹤0.01%	163
2020 Q2	$6K	Hold	40	–	–	﹤0.01%	139
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	139
2019 Q4	$4K	Sell	40 -260	-87%	-$23K	﹤0.01%	177
2019 Q3	$26K	Sell	300 -260	-46%	-$24.1K	0.01%	95
2019 Q2	$53K	Buy	+560	New	+$52.2K	0.01%	86
2018 Q2	–	Sell	-160	Closed	-$12K	–	100
2018 Q1	$12K	Buy	+160	New	+$11.4K	﹤0.01%	137