Outlook Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $993K | Sell |
3,984
-15
| -0.4% | -$3.81K | 0.21% | 106 |
|
|
2026
Q2 | $953K | Sell |
3,999
-73
| -2% | -$18.3K | 0.21% | 104 |
|
|
2026
Q1 | $848K | Buy |
4,072
+183
| +5% | +$40.3K | 0.21% | 104 |
|
|
2025
Q4 | $898K | Sell |
3,889
-205
| -5% | -$46.9K | 0.2% | 95 |
|
|
2025
Q3 | $899K | Sell |
4,094
-67
| -2% | -$15.2K | 0.22% | 100 |
|
|
2025
Q2 | $913K | Buy |
4,161
+11
| +0.3% | +$2.18K | 0.23% | 84 |
|
|
2025
Q1 | $790K | Sell |
4,150
-167
| -4% | -$36.2K | 0.22% | 91 |
|
|
2024
Q4 | $947K | Buy |
4,317
+104
| +2% | +$21.3K | 0.27% | 71 |
|
|
2024
Q3 | $785K | Buy |
4,213
+187
| +5% | +$34.1K | 0.23% | 88 |
|
|
2024
Q2 | $778K | Sell |
4,026
-69
| -2% | -$12.7K | 0.24% | 84 |
|
|
2024
Q1 | $739K | Sell |
4,095
-878
| -18% | -$147K | 0.23% | 91 |
|
|
2023
Q4 | $756K | Sell |
4,973
-365
| -7% | -$51.2K | 0.26% | 78 |
|
|
2023
Q3 | $679K | Buy |
5,338
+177
| +3% | +$23.7K | 0.26% | 98 |
|
|
2023
Q2 | $673K | Buy |
5,161
+604
| +13% | +$69K | 0.25% | 103 |
|
|
2023
Q1 | $471K | Sell |
4,557
-240
| -5% | -$23.2K | 0.21% | 114 |
|
|
2022
Q4 | $403K | Buy |
4,797
+240
| +5% | +$23.7K | 0.19% | 118 |
|
|
2022
Q3 | $516K | Buy |
4,557
+317
| +7% | +$40.1K | 0.23% | 108 |
|
|
2022
Q2 | $450K | Buy |
4,240
+60
| +1% | +$7.51K | 0.18% | 130 |
|
|
2022
Q1 | $681K | Sell |
4,180
-20
| -0.5% | -$3.09K | 0.23% | 111 |
|
|
2021
Q4 | $700K | Sell |
4,200
-260
| -6% | -$44.5K | 0.21% | 110 |
|
|
2021
Q3 | $733K | Sell |
4,460
-40
| -0.9% | -$6.9K | 0.24% | 101 |
|
|
2021
Q2 | $774K | Sell |
4,500
-260
| -5% | -$43.2K | 0.25% | 98 |
|
|
2021
Q1 | $736K | Buy |
4,760
+80
| +2% | +$12.7K | 0.26% | 90 |
|
|
2020
Q4 | $762K | Buy |
4,680
+220
| +5% | +$35.1K | 0.28% | 87 |
|
|
2020
Q3 | $702K | Buy |
4,460
+320
| +8% | +$50.4K | 0.28% | 78 |
|
|
2020
Q2 | $571K | Buy |
4,140
+20
| +0.5% | +$2.42K | 0.24% | 89 |
|
|
2020
Q1 | $402K | Buy |
+4,120
| New | +$399K | 0.23% | 92 |
|
|
2019
Q4 | – | Sell |
-3,200
| Closed | -$278K | – | 142 |
|
|
2019
Q3 | $278K | Sell |
3,200
-4,040
| -56% | -$375K | 0.17% | 139 |
|
|
2019
Q2 | $685K | Buy |
7,240
+3,040
| +72% | +$283K | 0.45% | 55 |
|
|
2019
Q1 | $374K | Sell |
4,200
-7,600
| -64% | -$632K | 0.31% | 82 |
|
|
2018
Q4 | $889K | Buy |
+11,800
| New | +$981K | 0.41% | 62 |
|
Other funds holding AMZN
Outlook Wealth Advisors's AMZN Position: Q3 2026 in Review
Outlook Wealth Advisors reduced its Amazon (AMZN) stake by 0.38% in Q3 2026, selling an estimated $3.81K and leaving 3,984 shares worth $993K. The position accounts for 0.21% of the portfolio, ranked #106.
Outlook Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.
- Outlook Wealth Advisors held 3,984 shares of Amazon worth $993K as of Q3 2026.
- Outlook Wealth Advisors sold 15 Amazon shares in Q3 2026, an estimated $3.81K.
- Amazon made up 0.21% of Outlook Wealth Advisors's portfolio in Q3 2026, its #106 holding.
- Outlook Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.
Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.