Palo Alto 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 | $2.25M | Sell |
10,237
-59
| -0.6% | -$12.9K | 0.85% | 18 |
|
|
2025
Q1 | $2.18M | Sell |
10,296
-4,095
| -28% | -$866K | 0.85% | 17 |
|
|
2024
Q4 | $3.16M | Buy |
14,391
+1,381
| +11% | +$303K | 1.11% | 15 |
|
|
2024
Q3 | $2.46M | Buy |
13,010
+4,545
| +54% | +$859K | 1.02% | 14 |
|
|
2024
Q2 | $1.64M | Buy |
8,465
+4
| +0% | +$773 | 1.13% | 16 |
|
|
2024
Q1 | $1.53M | Hold |
8,461
| – | – | 1.08% | 15 |
|
|
2023
Q4 | $1.29M | Sell |
8,461
-345
| -4% | -$52.4K | 0.97% | 16 |
|
|
2023
Q3 | $1.12M | Hold |
8,806
| – | – | 0.93% | 16 |
|
|
2023
Q2 | $1.15M | Buy |
8,806
+60
| +0.7% | +$7.82K | 0.92% | 16 |
|
|
2023
Q1 | $903K | Sell |
8,746
-200
| -2% | -$20.7K | 0.72% | 20 |
|
|
2022
Q4 | $751K | Buy |
+8,946
| New | +$751K | 0.64% | 24 |
|