Marcum Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.96M | Buy |
41,827
+1,998
| +5% | +$380K | 0.69% | 21 |
|
|
2024
Q4 | $8.74M | Buy |
39,829
+2,019
| +5% | +$443K | 0.76% | 23 |
|
|
2024
Q3 | $7.05M | Buy |
37,810
+1,989
| +6% | +$371K | 0.65% | 22 |
|
|
2024
Q2 | $6.92M | Buy |
35,821
+1,015
| +3% | +$196K | 0.69% | 22 |
|
|
2024
Q1 | $6.28M | Sell |
34,806
-96
| -0.3% | -$17.3K | 0.64% | 22 |
|
|
2023
Q4 | $5.3M | Sell |
34,902
-97
| -0.3% | -$14.7K | 0.56% | 22 |
|
|
2023
Q3 | $4.45M | Sell |
34,999
-4,430
| -11% | -$563K | 0.53% | 21 |
|
|
2023
Q2 | $5.14M | Sell |
39,429
-4,397
| -10% | -$573K | 0.6% | 20 |
|
|
2023
Q1 | $4.53M | Buy |
43,826
+2,840
| +7% | +$293K | 0.56% | 20 |
|
|
2022
Q4 | $3.44M | Buy |
40,986
+1,075
| +3% | +$90.3K | 0.46% | 23 |
|
|
2022
Q3 | $4.51M | Buy |
39,911
+1,600
| +4% | +$181K | 0.68% | 17 |
|
|
2022
Q2 | $4.07M | Sell |
38,311
-4,769
| -11% | -$507K | 0.61% | 18 |
|
|
2022
Q1 | $7.02M | Buy |
43,080
+10,800
| +33% | +$1.76M | 0.97% | 14 |
|
|
2021
Q4 | $5.38M | Buy |
32,280
+9,180
| +40% | +$1.53M | 0.75% | 18 |
|
|
2021
Q3 | $3.79M | Buy |
23,100
+3,920
| +20% | +$644K | 0.6% | 21 |
|
|
2021
Q2 | $3.3M | Sell |
19,180
-8,660
| -31% | -$1.49M | 0.54% | 23 |
|
|
2021
Q1 | $4.31M | Buy |
27,840
+16,940
| +155% | +$2.62M | 0.71% | 20 |
|
|
2020
Q4 | $1.78M | Buy |
10,900
+2,940
| +37% | +$479K | 0.42% | 27 |
|
|
2020
Q3 | $1.25M | Sell |
7,960
-520
| -6% | -$81.9K | 0.38% | 35 |
|
|
2020
Q2 | $1.17M | Sell |
8,480
-160
| -2% | -$22.1K | 0.36% | 36 |
|
|
2020
Q1 | $842K | Buy |
8,640
+1,480
| +21% | +$144K | 0.33% | 28 |
|
|
2019
Q4 | $662K | Buy |
+7,160
| New | +$662K | 0.25% | 38 |
|