O'Brien Wealth Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.16M | Hold |
5,012
| – | – | 0.15% | 35 |
|
|
2025
Q3 | $1.1M | Buy |
5,012
+3,629
| +262% | +$821K | 0.15% | 33 |
|
|
2025
Q2 | $303K | Buy |
1,383
+55
| +4% | +$10.9K | 0.05% | 46 |
|
|
2025
Q1 | $253K | Buy |
1,328
+234
| +21% | +$50.8K | 0.05% | 43 |
|
|
2024
Q4 | $240K | Hold |
1,094
| – | – | 0.04% | 43 |
|
|
2024
Q3 | $204K | Sell |
1,094
-165
| -13% | -$30.1K | 0.04% | 44 |
|
|
2024
Q2 | $243K | Sell |
1,259
-359
| -22% | -$65.9K | 0.05% | 37 |
|
|
2024
Q1 | $292K | Sell |
1,618
-387
| -19% | -$64.6K | 0.07% | 35 |
|
|
2023
Q4 | $305K | Buy |
2,005
+150
| +8% | +$21K | 0.08% | 31 |
|
|
2023
Q3 | $236K | Hold |
1,855
| – | – | 0.07% | 37 |
|
|
2023
Q2 | $242K | Sell |
1,855
-95
| -5% | -$10.8K | 0.07% | 36 |
|
|
2023
Q1 | $201K | Buy |
1,950
+260
| +15% | +$25.1K | 0.06% | 43 |
|
|
2022
Q4 | $142K | Sell |
1,690
-2,768
| -62% | -$273K | 0.06% | 50 |
|
|
2022
Q3 | $504K | Buy |
4,458
+110
| +3% | +$13.9K | 0.21% | 21 |
|
|
2022
Q2 | $462K | Sell |
4,348
-192
| -4% | -$24K | 0.19% | 24 |
|
|
2022
Q1 | $494K | Buy |
4,540
+980
| +28% | +$151K | 0.2% | 20 |
|
|
2021
Q4 | $575K | Buy |
3,560
+1,840
| +107% | +$315K | 0.2% | 19 |
|
|
2021
Q3 | $277K | Sell |
1,720
-2,840
| -62% | -$490K | 0.1% | 28 |
|
|
2021
Q2 | $848K | Buy |
4,560
+880
| +24% | +$146K | 0.28% | 19 |
|
|
2021
Q1 | $606K | Buy |
3,680
+200
| +6% | +$31.7K | 0.2% | 21 |
|
|
2020
Q4 | $553K | Buy |
3,480
+520
| +18% | +$83K | 0.2% | 20 |
|
|
2020
Q3 | $472K | Buy |
2,960
+540
| +22% | +$85.1K | 0.19% | 18 |
|
|
2020
Q2 | $385K | Buy |
+2,420
| New | +$292K | 0.16% | 19 |
|
|
2020
Q1 | – | Sell |
-3,580
| Closed | -$341K | – | 31 |
|
|
2019
Q4 | $341K | Buy |
+3,580
| New | +$317K | 0.24% | 29 |
|
|
2019
Q1 | – | Sell |
-860
| Closed | -$72K | – | 39 |
|
|
2018
Q4 | $72K | Buy |
860
+440
| +105% | +$36.6K | 0.05% | 42 |
|
|
2018
Q3 | $42K | Buy |
+420
| New | +$39.5K | 0.03% | 81 |
|
|
2018
Q2 | – | Sell |
-420
| Closed | -$30K | – | 99 |
|
|
2018
Q1 | $30K | Buy |
+420
| New | +$30K | 0.02% | 72 |
|
Other funds holding AMZN
JSC
