Oakwell Private 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 | $1.41M | Sell |
6,424
-317
| -5% | -$69.5K | 0.32% | 32 |
|
|
2025
Q1 | $1.28M | Buy |
6,741
+3,380
| +101% | +$643K | 0.35% | 30 |
|
|
2024
Q4 | $737K | Buy |
3,361
+80
| +2% | +$17.6K | 0.21% | 39 |
|
|
2024
Q3 | $611K | Sell |
3,281
-28
| -0.8% | -$5.22K | 0.18% | 42 |
|
|
2024
Q2 | $639K | Hold |
3,309
| – | – | 0.18% | 43 |
|
|
2024
Q1 | $597K | Buy |
3,309
+28
| +0.9% | +$5.05K | 0.18% | 41 |
|
|
2023
Q4 | $499K | Hold |
3,281
| – | – | 0.17% | 42 |
|
|
2023
Q3 | $417K | Hold |
3,281
| – | – | 0.18% | 43 |
|
|
2023
Q2 | $428K | Buy |
3,281
+241
| +8% | +$31.4K | 0.18% | 43 |
|
|
2023
Q1 | $314K | Hold |
3,040
| – | – | 0.14% | 50 |
|
|
2022
Q4 | $255K | Sell |
3,040
-236
| -7% | -$19.8K | 0.12% | 54 |
|
|
2022
Q3 | $370K | Buy |
3,276
+440
| +16% | +$49.7K | 0.2% | 45 |
|
|
2022
Q2 | $301K | Buy |
2,836
+236
| +9% | +$25K | 0.17% | 51 |
|
|
2022
Q1 | $424K | Buy |
2,600
+20
| +0.8% | +$3.26K | 0.21% | 43 |
|
|
2021
Q4 | $430K | Hold |
2,580
| – | – | 0.21% | 45 |
|
|
2021
Q3 | $424K | Buy |
2,580
+20
| +0.8% | +$3.29K | 0.23% | 45 |
|
|
2021
Q2 | $440K | Buy |
2,560
+120
| +5% | +$20.6K | 0.28% | 45 |
|
|
2021
Q1 | $377K | Buy |
2,440
+200
| +9% | +$30.9K | 0.27% | 45 |
|
|
2020
Q4 | $365K | Buy |
+2,240
| New | +$365K | 0.29% | 46 |
|