Lyell 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 | $37.2M | Buy |
169,355
+3,450
| +2% | +$757K | 2.93% | 5 |
|
|
2025
Q1 | $31.6M | Buy |
165,905
+4,225
| +3% | +$804K | 2.95% | 4 |
|
|
2024
Q4 | $35.5M | Buy |
161,680
+1,454
| +0.9% | +$319K | 3.18% | 3 |
|
|
2024
Q3 | $29.9M | Buy |
160,226
+2,724
| +2% | +$508K | 2.71% | 4 |
|
|
2024
Q2 | $30.4M | Buy |
157,502
+5,426
| +4% | +$1.05M | 2.91% | 4 |
|
|
2024
Q1 | $27.4M | Buy |
152,076
+693
| +0.5% | +$125K | 2.79% | 4 |
|
|
2023
Q4 | $23M | Buy |
151,383
+1,547
| +1% | +$235K | 2.61% | 5 |
|
|
2023
Q3 | $19M | Sell |
149,836
-1,252
| -0.8% | -$159K | 2.56% | 5 |
|
|
2023
Q2 | $19.7M | Buy |
151,088
+4,862
| +3% | +$634K | 2.52% | 5 |
|
|
2023
Q1 | $15.1M | Buy |
146,226
+4,309
| +3% | +$445K | 2.11% | 5 |
|
|
2022
Q4 | $11.9M | Buy |
141,917
+498
| +0.4% | +$41.8K | 1.88% | 10 |
|
|
2022
Q3 | $16M | Sell |
141,419
-1,001
| -0.7% | -$113K | 2.72% | 3 |
|
|
2022
Q2 | $15.1M | Buy |
142,420
+2,560
| +2% | +$272K | 2.47% | 4 |
|
|
2022
Q1 | $22.8M | Buy |
139,860
+18,080
| +15% | +$2.95M | 2.93% | 4 |
|
|
2021
Q4 | $20.3M | Buy |
121,780
+1,700
| +1% | +$283K | 2.32% | 7 |
|
|
2021
Q3 | $19.7M | Buy |
120,080
+1,460
| +1% | +$240K | 2.4% | 5 |
|
|
2021
Q2 | $20.4M | Buy |
118,620
+6,980
| +6% | +$1.2M | 2.53% | 6 |
|
|
2021
Q1 | $17.3M | Buy |
111,640
+3,320
| +3% | +$514K | 2.52% | 5 |
|
|
2020
Q4 | $17.6M | Sell |
108,320
-280
| -0.3% | -$45.6K | 2.82% | 3 |
|
|
2020
Q3 | $17.1M | Sell |
108,600
-600
| -0.5% | -$94.5K | 3.2% | 2 |
|
|
2020
Q2 | $15.1M | Buy |
109,200
+2,400
| +2% | +$331K | 3.3% | 4 |
|
|
2020
Q1 | $10.4M | Buy |
106,800
+5,420
| +5% | +$528K | 3.11% | 3 |
|
|
2019
Q4 | $9.37M | Buy |
101,380
+100
| +0.1% | +$9.24K | 2.5% | 5 |
|
|
2019
Q3 | $8.79M | Buy |
101,280
+1,040
| +1% | +$90.3K | 2.64% | 5 |
|
|
2019
Q2 | $9.49M | Buy |
100,240
+4,800
| +5% | +$454K | 2.86% | 4 |
|
|
2019
Q1 | $8.5M | Buy |
95,440
+12,420
| +15% | +$1.11M | 2.84% | 4 |
|
|
2018
Q4 | $6.24M | Sell |
83,020
-100
| -0.1% | -$7.51K | 2.6% | 4 |
|
|
2018
Q3 | $8.32M | Sell |
83,120
-7,880
| -9% | -$789K | 2.8% | 4 |
|
|
2018
Q2 | $7.73M | Buy |
91,000
+520
| +0.6% | +$44.2K | 2.83% | 4 |
|
|
2018
Q1 | $6.55M | Buy |
90,480
+1,260
| +1% | +$91.2K | 2.42% | 4 |
|
|
2017
Q4 | $5.22M | Buy |
89,220
+2,940
| +3% | +$172K | 2.07% | 11 |
|
|
2017
Q3 | $4.15M | Buy |
86,280
+10,180
| +13% | +$489K | 1.79% | 14 |
|
|
2017
Q2 | $3.68M | Buy |
76,100
+520
| +0.7% | +$25.2K | 1.79% | 15 |
|
|
2017
Q1 | $3.35M | Buy |
75,580
+8,940
| +13% | +$396K | 1.81% | 15 |
|
|
2016
Q4 | $2.5M | Buy |
+66,640
| New | +$2.5M | 1.55% | 27 |
|