Pacific Capital Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
5,998
-341
| -5% | -$76.2K | 0.25% | 32 |
|
|
2025
Q1 | $1.21M | Hold |
6,339
| – | – | 0.21% | 37 |
|
|
2024
Q4 | $1.39M | Sell |
6,339
-62
| -1% | -$13.6K | 0.23% | 38 |
|
|
2024
Q3 | $1.19M | Buy |
6,401
+284
| +5% | +$52.9K | 0.2% | 38 |
|
|
2024
Q2 | $1.18M | Buy |
6,117
+1,185
| +24% | +$229K | 0.22% | 35 |
|
|
2024
Q1 | $890K | Buy |
4,932
+46
| +0.9% | +$8.3K | 0.21% | 38 |
|
|
2023
Q4 | $742K | Buy |
4,886
+82
| +2% | +$12.5K | 0.19% | 41 |
|
|
2023
Q3 | $611K | Hold |
4,804
| – | – | 0.17% | 44 |
|
|
2023
Q2 | $626K | Buy |
4,804
+20
| +0.4% | +$2.61K | 0.16% | 46 |
|
|
2023
Q1 | $494K | Buy |
4,784
+880
| +23% | +$90.9K | 0.13% | 56 |
|
|
2022
Q4 | $328K | Sell |
3,904
-2,706
| -41% | -$227K | 0.08% | 68 |
|
|
2022
Q3 | $747K | Buy |
6,610
+70
| +1% | +$7.91K | 0.2% | 53 |
|
|
2022
Q2 | $695K | Buy |
6,540
+4,480
| +217% | +$476K | 0.19% | 56 |
|
|
2022
Q1 | $336K | Sell |
2,060
-60
| -3% | -$9.79K | 0.1% | 73 |
|
|
2021
Q4 | $353K | Buy |
+2,120
| New | +$353K | 0.1% | 73 |
|
|
2020
Q4 | – | Sell |
-1,080
| Closed | -$170K | – | 73 |
|
|
2020
Q3 | $170K | Buy |
+1,080
| New | +$170K | 0.1% | 66 |
|