Mitchell & Pahl Private Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
2,560
-139
| -5% | -$30.5K | 0.25% | 125 |
|
|
2025
Q1 | $514K | Buy |
2,699
+34
| +1% | +$6.47K | 0.24% | 123 |
|
|
2024
Q4 | $585K | Hold |
2,665
| – | – | 0.27% | 115 |
|
|
2024
Q3 | $497K | Buy |
2,665
+1,160
| +77% | +$216K | 0.23% | 127 |
|
|
2024
Q2 | $291K | Buy |
1,505
+150
| +11% | +$29K | 0.15% | 136 |
|
|
2024
Q1 | $244K | Hold |
1,355
| – | – | 0.13% | 137 |
|
|
2023
Q4 | $206K | Sell |
1,355
-1,992
| -60% | -$303K | 0.12% | 141 |
|
|
2023
Q3 | $425K | Buy |
3,347
+13
| +0.4% | +$1.65K | 0.25% | 125 |
|
|
2023
Q2 | $435K | Buy |
3,334
+60
| +2% | +$7.82K | 0.26% | 123 |
|
|
2023
Q1 | $338K | Buy |
3,274
+290
| +10% | +$30K | 0.21% | 134 |
|
|
2022
Q4 | $251K | Sell |
2,984
-75
| -2% | -$6.3K | 0.16% | 143 |
|
|
2022
Q3 | $346K | Buy |
3,059
+18
| +0.6% | +$2.04K | 0.26% | 120 |
|
|
2022
Q2 | $323K | Buy |
3,041
+1,321
| +77% | +$140K | 0.22% | 128 |
|
|
2022
Q1 | $280K | Buy |
1,720
+300
| +21% | +$48.8K | 0.18% | 144 |
|
|
2021
Q4 | $237K | Hold |
1,420
| – | – | 0.15% | 151 |
|
|
2021
Q3 | $233K | Hold |
1,420
| – | – | 0.17% | 141 |
|
|
2021
Q2 | $244K | Hold |
1,420
| – | – | 0.17% | 139 |
|
|
2021
Q1 | $220K | Sell |
1,420
-20
| -1% | -$3.1K | 0.17% | 140 |
|
|
2020
Q4 | $234K | Buy |
+1,440
| New | +$234K | 0.2% | 128 |
|