Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.6M | Sell |
238,036
-3,251
| -1% | -$716K | 0.59% | 45 |
|
|
2025
Q4 | $55.7M | Sell |
241,287
-1,013
| -0.4% | -$232K | 0.64% | 41 |
|
|
2025
Q3 | $53.2M | Sell |
242,300
-5,444
| -2% | -$1.23M | 0.62% | 42 |
|
|
2025
Q2 | $54.4M | Buy |
247,744
+6,911
| +3% | +$1.37M | 0.67% | 39 |
|
|
2025
Q1 | $45.8M | Sell |
240,833
-3,888
| -2% | -$844K | 0.62% | 43 |
|
|
2024
Q4 | $53.7M | Buy |
244,721
+2,218
| +0.9% | +$454K | 0.65% | 38 |
|
|
2024
Q3 | $45.2M | Buy |
242,503
+3,266
| +1% | +$596K | 0.58% | 44 |
|
|
2024
Q2 | $46.2M | Sell |
239,237
-1,299
| -0.5% | -$239K | 0.68% | 39 |
|
|
2024
Q1 | $43.4M | Sell |
240,536
-1,758
| -0.7% | -$293K | 0.66% | 40 |
|
|
2023
Q4 | $36.8M | Buy |
242,294
+1,039
| +0.4% | +$146K | 0.61% | 44 |
|
|
2023
Q3 | $30.7M | Buy |
241,255
+1,835
| +0.8% | +$246K | 0.58% | 48 |
|
|
2023
Q2 | $31.2M | Buy |
239,420
+138,236
| +137% | +$15.8M | 0.57% | 51 |
|
|
2023
Q1 | $10.5M | Buy |
101,184
+1,704
| +2% | +$165K | 0.41% | 44 |
|
|
2022
Q4 | $8.36M | Buy |
99,480
+640
| +0.6% | +$63.2K | 0.34% | 47 |
|
|
2022
Q3 | $11.2M | Sell |
98,840
-720
| -0.7% | -$91K | 0.57% | 38 |
|
|
2022
Q2 | $10.6M | Buy |
99,560
+2,580
| +3% | +$323K | 0.5% | 39 |
|
|
2022
Q1 | $15.8M | Sell |
96,980
-58,420
| -38% | -$9.03M | 0.7% | 35 |
|
|
2021
Q4 | $25.9M | Buy |
155,400
+138,160
| +801% | +$23.6M | 0.99% | 23 |
|
|
2021
Q3 | $2.83M | Buy |
17,240
+1,620
| +10% | +$279K | 0.15% | 59 |
|
|
2021
Q2 | $2.69M | Buy |
15,620
+80
| +0.5% | +$13.3K | 0.15% | 58 |
|
|
2021
Q1 | $2.4M | Sell |
15,540
-2,140
| -12% | -$339K | 0.16% | 57 |
|
|
2020
Q4 | $2.88M | Buy |
17,680
+6,760
| +62% | +$1.08M | 0.23% | 48 |
|
|
2020
Q3 | $1.72M | Sell |
10,920
-920
| -8% | -$145K | 0.26% | 37 |
|
|
2020
Q2 | $1.63M | Buy |
11,840
+600
| +5% | +$72.5K | 0.26% | 36 |
|
|
2020
Q1 | $1.1M | Buy |
11,240
+2,660
| +31% | +$257K | 0.23% | 48 |
|
|
2019
Q4 | $793K | Buy |
8,580
+740
| +9% | +$65.5K | 0.12% | 58 |
|
|
2019
Q3 | $680K | Sell |
7,840
-20
| -0.3% | -$1.85K | 0.11% | 62 |
|
|
2019
Q2 | $744K | Buy |
7,860
+2,060
| +36% | +$192K | 0.14% | 57 |
|
|
2019
Q1 | $516K | Buy |
5,800
+300
| +5% | +$25K | 0.1% | 71 |
|
|
2018
Q4 | $413K | Sell |
5,500
-220
| -4% | -$18.3K | 0.08% | 77 |
|
|
2018
Q3 | $573K | Buy |
5,720
+60
| +1% | +$5.64K | 0.12% | 68 |
|
|
2018
Q2 | $481K | Sell |
5,660
-560
| -9% | -$44.4K | 0.1% | 72 |
|
|
2018
Q1 | $450K | Buy |
6,220
+280
| +5% | +$20K | 0.09% | 74 |
|
|
2017
Q4 | $347K | Hold |
5,940
| – | – | 0.07% | 86 |
|
|
2017
Q3 | $286K | Buy |
5,940
+620
| +12% | +$30.5K | 0.06% | 104 |
|
|
2017
Q2 | $257K | Sell |
5,320
-60
| -1% | -$2.86K | 0.06% | 98 |
|
|
2017
Q1 | $238K | Buy |
+5,380
| New | +$224K | 0.06% | 104 |
|
Other funds holding AMZN
VCM
VPM
