Parkside Advisors’s Amazon AMZN Stock Holding History

Parkside Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$589K	Sell	2,686 -6	-0.2%	-$1.19K	0.13%	50
2025 Q1	$512K	Sell	2,692 -47	-2%	-$10.2K	0.12%	52
2024 Q4	$601K	Sell	2,739 -231	-8%	-$47.3K	0.14%	48
2024 Q3	$553K	Sell	2,970 -150	-5%	-$27.4K	0.13%	50
2024 Q2	$603K	Hold	3,120	–	–	0.15%	45
2024 Q1	$563K	Hold	3,120	–	–	0.14%	50
2023 Q4	$474K	Buy	3,120 +140	+5%	+$19.6K	0.13%	49
2023 Q3	$379K	Hold	2,980	–	–	0.12%	55
2023 Q2	$388K	Hold	2,980	–	–	0.12%	49
2023 Q1	$308K	Sell	2,980 -320	-10%	-$30.9K	0.1%	57
2022 Q4	$277K	Buy	3,300 +420	+15%	+$41.5K	0.1%	65
2022 Q3	$325K	Buy	+2,880	New	+$364K	0.12%	41
2022 Q1	–	Sell	-1,920	Closed	-$319K	–	69
2021 Q4	$319K	Sell	1,920 -700	-27%	-$120K	0.1%	53
2021 Q3	$429K	Buy	2,620 +300	+13%	+$51.7K	0.13%	42
2021 Q2	$398K	Buy	2,320 +220	+10%	+$36.6K	0.13%	43
2021 Q1	$326K	Buy	2,100 +620	+42%	+$98.3K	0.11%	52
2020 Q4	$240K	Buy	+1,480	New	+$236K	0.09%	62

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return