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AMZN icon

Peninsula Wealth’s Amazon AMZN Stock Holding History

Peninsula Wealth’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
2024
Q4 		$2.19M Buy
9,979
+561
+6% +$115K 0.37% 30
2024
Q3 		$1.76M Buy
9,418
+475
+5% +$86.7K 0.31% 34
2024
Q2 		$1.74M Sell
8,943
-12,520
-58% -$2.3M 0.33% 33
2024
Q1 		$3.87M Sell
21,463
-615
-3% -$103K 0.77% 21
2023
Q4 		$3.35M Buy
22,078
+75
+0.3% +$10.5K 0.69% 18
2023
Q3 		$2.78M Sell
22,003
-5,648
-20% -$757K 0.65% 18
2023
Q2 		$3.6M Buy
27,651
+413
+2% +$47.2K 0.94% 19
2023
Q1 		$2.81M Sell
27,238
-3,067
-10% -$296K 0.81% 20
2022
Q4 		$2.55M Buy
30,305
+155
+0.5% +$15.3K 0.8% 20
2022
Q3 		$3.41M Buy
30,150
+441
+1% +$55.7K 1.2% 16
2022
Q2 		$3.15M Sell
29,709
-71
-0.2% -$8.88K 1.07% 16
2022
Q1 		$4.85M Buy
29,780
+300
+1% +$46.4K 1.38% 16
2021
Q4 		$4.91M Buy
+29,480
New +$5.05M 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% -$12.1K 0.55% 19
2020
Q1 		$840K Buy
8,620
+5,720
+197% +$554K 0.47% 19
2019
Q4 		$268K Hold
2,900
– – 0.12% 30
2019
Q3 		$253K Buy
+2,900
New +$269K 0.13% 29

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's AMZN Position: Q4 2024 in Review

Peninsula Wealth increased its Amazon (AMZN) stake by 6% in Q4 2024, buying an estimated $115K and bringing the position to 9,979 shares worth $2.19M. The position accounts for 0.37% of the portfolio, ranked #30.

Peninsula Wealth first reported a position in AMZN in Q3 2019 and has held it in 18 quarters since. The position peaked at $4.91M in Q4 2021. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Peninsula Wealth held 9,979 shares of Amazon worth $2.19M as of Q4 2024.
  • Peninsula Wealth bought 561 Amazon shares in Q4 2024, an estimated $115K.
  • Amazon made up 0.37% of Peninsula Wealth's portfolio in Q4 2024, its #30 holding.
  • Peninsula Wealth first reported a position in Amazon in Q3 2019 and has held it in 18 quarters since.
  • Peninsula Wealth's Amazon position peaked at $4.91M in Q4 2021.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.