Nvest Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
25,118
+1,322
| +6% | +$290K | 2.87% | 9 |
|
|
2025
Q1 | $4.53M | Sell |
23,796
-997
| -4% | -$190K | 2.42% | 10 |
|
|
2024
Q4 | $5.44M | Buy |
24,793
+1,004
| +4% | +$220K | 2.76% | 8 |
|
|
2024
Q3 | $4.43M | Buy |
23,789
+422
| +2% | +$78.6K | 2.53% | 10 |
|
|
2024
Q2 | $4.52M | Sell |
23,367
-1,217
| -5% | -$235K | 2.78% | 10 |
|
|
2024
Q1 | $4.43M | Sell |
24,584
-996
| -4% | -$180K | 2.95% | 8 |
|
|
2023
Q4 | $3.89M | Sell |
25,580
-314
| -1% | -$47.7K | 3.06% | 8 |
|
|
2023
Q3 | $3.29M | Buy |
25,894
+7
| +0% | +$890 | 3.07% | 11 |
|
|
2023
Q2 | $3.37M | Sell |
25,887
-3,490
| -12% | -$455K | 2.96% | 11 |
|
|
2023
Q1 | $3.03M | Buy |
29,377
+13,580
| +86% | +$1.4M | 3.16% | 10 |
|
|
2022
Q4 | $1.33M | Buy |
15,797
+289
| +2% | +$24.3K | 1.66% | 20 |
|
|
2022
Q3 | $1.75M | Buy |
15,508
+564
| +4% | +$63.7K | 2.48% | 14 |
|
|
2022
Q2 | $1.59M | Buy |
14,944
+984
| +7% | +$104K | 1.66% | 19 |
|
|
2022
Q1 | $2.28M | Buy |
+13,960
| New | +$2.28M | 1.87% | 16 |
|