Peninsula Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.19M | Buy |
9,979
+561
| +6% | +$123K | 0.37% | 30 |
|
|
2024
Q3 | $1.76M | Buy |
9,418
+475
| +5% | +$88.8K | 0.31% | 34 |
|
|
2024
Q2 | $1.74M | Sell |
8,943
-12,520
| -58% | -$2.44M | 0.33% | 33 |
|
|
2024
Q1 | $3.87M | Sell |
21,463
-615
| -3% | -$111K | 0.77% | 21 |
|
|
2023
Q4 | $3.35M | Buy |
22,078
+75
| +0.3% | +$11.4K | 0.69% | 18 |
|
|
2023
Q3 | $2.78M | Sell |
22,003
-5,648
| -20% | -$715K | 0.65% | 18 |
|
|
2023
Q2 | $3.6M | Buy |
27,651
+413
| +2% | +$53.8K | 0.94% | 19 |
|
|
2023
Q1 | $2.81M | Sell |
27,238
-3,067
| -10% | -$317K | 0.81% | 20 |
|
|
2022
Q4 | $2.55M | Buy |
30,305
+155
| +0.5% | +$13K | 0.8% | 20 |
|
|
2022
Q3 | $3.41M | Buy |
30,150
+441
| +1% | +$49.8K | 1.2% | 16 |
|
|
2022
Q2 | $3.16M | Sell |
29,709
-71
| -0.2% | -$7.54K | 1.07% | 16 |
|
|
2022
Q1 | $4.85M | Buy |
29,780
+300
| +1% | +$48.9K | 1.38% | 16 |
|
|
2021
Q4 | $4.91M | Buy |
+29,480
| New | +$4.91M | 1.32% | 16 |
|
|
2020
Q4 | – | Sell |
-27,620
| Closed | -$4.35M | – | 20 |
|
|
2020
Q3 | $4.35M | Buy |
27,620
+19,100
| +224% | +$3.01M | 1.86% | 13 |
|
|
2020
Q2 | $1.18M | Sell |
8,520
-100
| -1% | -$13.8K | 0.55% | 19 |
|
|
2020
Q1 | $840K | Buy |
8,620
+5,720
| +197% | +$557K | 0.47% | 19 |
|
|
2019
Q4 | $268K | Hold |
2,900
| – | – | 0.12% | 30 |
|
|
2019
Q3 | $253K | Buy |
+2,900
| New | +$253K | 0.13% | 29 |
|