Monterey 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
Q1 | $2.49M | Buy |
13,093
+163
| +1% | +$31K | 0.73% | 24 |
|
|
2024
Q4 | $2.84M | Buy |
12,930
+601
| +5% | +$132K | 0.94% | 22 |
|
|
2024
Q3 | $2.3M | Buy |
12,329
+41
| +0.3% | +$7.64K | 0.78% | 23 |
|
|
2024
Q2 | $2.37M | Buy |
12,288
+755
| +7% | +$146K | 0.89% | 23 |
|
|
2024
Q1 | $2.08M | Buy |
11,533
+232
| +2% | +$41.8K | 0.84% | 23 |
|
|
2023
Q4 | $1.72M | Buy |
11,301
+1,102
| +11% | +$167K | 0.78% | 23 |
|
|
2023
Q3 | $1.3M | Sell |
10,199
-430
| -4% | -$54.7K | 0.65% | 26 |
|
|
2023
Q2 | $1.39M | Buy |
10,629
+203
| +2% | +$26.5K | 0.67% | 25 |
|
|
2023
Q1 | $1.08M | Sell |
10,426
-215
| -2% | -$22.2K | 0.55% | 31 |
|
|
2022
Q4 | $894K | Sell |
10,641
-1,497
| -12% | -$126K | 0.48% | 35 |
|
|
2022
Q3 | $1.39M | Sell |
12,138
-791
| -6% | -$90.8K | 0.83% | 23 |
|
|
2022
Q2 | $1.37M | Buy |
12,929
+2,029
| +19% | +$215K | 0.78% | 21 |
|
|
2022
Q1 | $1.81M | Buy |
10,900
+2,480
| +29% | +$412K | 0.88% | 22 |
|
|
2021
Q4 | $1.4M | Hold |
8,420
| – | – | 0.7% | 26 |
|
|
2021
Q3 | $1.36M | Sell |
8,420
-140
| -2% | -$22.5K | 0.76% | 24 |
|
|
2021
Q2 | $1.47M | Buy |
8,560
+920
| +12% | +$158K | 0.84% | 20 |
|
|
2021
Q1 | $1.3M | Sell |
7,640
-1,400
| -15% | -$239K | 0.72% | 20 |
|
|
2020
Q4 | $1.47M | Sell |
9,040
-180
| -2% | -$29.3K | 0.85% | 17 |
|
|
2020
Q3 | $1.45M | Buy |
9,220
+1,420
| +18% | +$224K | 0.93% | 16 |
|
|
2020
Q2 | $1.08M | Buy |
7,800
+60
| +0.8% | +$8.28K | 0.77% | 16 |
|
|
2020
Q1 | $755K | Sell |
7,740
-900
| -10% | -$87.8K | 0.64% | 21 |
|
|
2019
Q4 | $798K | Buy |
+8,640
| New | +$798K | 0.64% | 21 |
|