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