MorganRosel 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 | $304K | Hold |
1,384
| – | – | 0.08% | 97 |
|
2025
Q1 | $263K | Sell |
1,384
-426
| -24% | -$81.1K | 0.08% | 94 |
|
2024
Q4 | $397K | Sell |
1,810
-287
| -14% | -$63K | 0.13% | 88 |
|
2024
Q3 | $391K | Sell |
2,097
-8
| -0.4% | -$1.49K | 0.13% | 84 |
|
2024
Q2 | $407K | Hold |
2,105
| – | – | 0.14% | 81 |
|
2024
Q1 | $380K | Sell |
2,105
-120
| -5% | -$21.6K | 0.14% | 84 |
|
2023
Q4 | $338K | Buy |
+2,225
| New | +$338K | 0.13% | 81 |
|
2022
Q4 | – | Sell |
-2,287
| Closed | -$258K | – | 91 |
|
2022
Q3 | $258K | Buy |
2,287
+387
| +20% | +$43.7K | 0.13% | 85 |
|
2022
Q2 | $202K | Buy |
+1,900
| New | +$202K | 0.11% | 85 |
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$233K | – | 88 |
|
2021
Q4 | $233K | Buy |
+1,400
| New | +$233K | 0.11% | 79 |
|
2021
Q2 | – | Sell |
-1,300
| Closed | -$201K | – | 84 |
|
2021
Q1 | $201K | Hold |
1,300
| – | – | 0.13% | 77 |
|
2020
Q4 | $212K | Buy |
+1,300
| New | +$212K | 0.15% | 70 |
|