Napa 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
$953K Buy
4,342
+340
+8% +$74.6K 0.46% 57
2025
Q1
$761K Sell
4,002
-264
-6% -$50.2K 0.43% 59
2024
Q4
$936K Sell
4,266
-5,301
-55% -$1.16M 0.4% 73
2024
Q3
$1.78M Buy
9,567
+6,121
+178% +$1.14M 0.84% 28
2024
Q2
$666K Buy
+3,446
New +$666K 0.45% 55
2024
Q1
Sell
-19,278
Closed -$2.93M 75
2023
Q4
$2.93M Buy
+19,278
New +$2.93M 1.59% 10