Morton Brown Family 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 | $138K | Hold |
629
| – | – | 0.04% | 72 |
|
|
2025
Q1 | $120K | Buy |
629
+215
| +52% | +$40.9K | 0.04% | 74 |
|
|
2024
Q4 | $90.8K | Buy |
414
+80
| +24% | +$17.6K | 0.03% | 86 |
|
|
2024
Q3 | $62.2K | Hold |
334
| – | – | 0.02% | 90 |
|
|
2024
Q2 | $61.4K | Hold |
334
| – | – | 0.02% | 86 |
|
|
2024
Q1 | $60.2K | Sell |
334
-340
| -50% | -$61.3K | 0.02% | 82 |
|
|
2023
Q4 | $102K | Buy |
674
+440
| +188% | +$66.9K | 0.04% | 73 |
|
|
2023
Q3 | $29.7K | Hold |
234
| – | – | 0.02% | 98 |
|
|
2023
Q2 | $30.5K | Sell |
234
-52
| -18% | -$6.78K | 0.02% | 94 |
|
|
2023
Q1 | $29.5K | Buy |
286
+86
| +43% | +$8.88K | 0.02% | 93 |
|
|
2022
Q4 | $16.8K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2022
Q3 | $23K | Hold |
200
| – | – | 0.02% | 87 |
|
|
2022
Q2 | $21K | Hold |
200
| – | – | 0.02% | 91 |
|
|
2022
Q1 | $33K | Sell |
200
-100
| -33% | -$16.5K | 0.02% | 80 |
|
|
2021
Q4 | $50K | Buy |
+300
| New | +$50K | 0.04% | 75 |
|