Peterson 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 | $439K | Hold |
2,002
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $351K | Hold |
2,002
| – | – | 0.07% | 70 |
|
|
2024
Q4 | $449K | Buy |
2,002
+343
| +21% | +$76.9K | 0.08% | 61 |
|
|
2024
Q3 | $309K | Buy |
1,659
+432
| +35% | +$80.5K | 0.06% | 64 |
|
|
2024
Q2 | $237K | Buy |
1,227
+59
| +5% | +$11.4K | 0.05% | 70 |
|
|
2024
Q1 | $211K | Buy |
+1,168
| New | +$211K | 0.04% | 66 |
|
|
2023
Q2 | – | Sell |
-4,020
| Closed | -$415K | – | 65 |
|
|
2023
Q1 | $415K | Sell |
4,020
-90
| -2% | -$9.3K | 0.11% | 46 |
|
|
2022
Q4 | $345K | Sell |
4,110
-128
| -3% | -$10.8K | 0.1% | 47 |
|
|
2022
Q3 | $479K | Buy |
4,238
+78
| +2% | +$8.82K | 0.16% | 39 |
|
|
2022
Q2 | $442K | Sell |
4,160
-20
| -0.5% | -$2.13K | 0.15% | 39 |
|
|
2022
Q1 | $681K | Sell |
4,180
-140
| -3% | -$22.8K | 0.2% | 35 |
|
|
2021
Q4 | $720K | Buy |
4,320
+400
| +10% | +$66.7K | 0.21% | 34 |
|
|
2021
Q3 | $644K | Hold |
3,920
| – | – | 0.21% | 32 |
|
|
2021
Q2 | $674K | Buy |
3,920
+200
| +5% | +$34.4K | 0.24% | 27 |
|
|
2021
Q1 | $575K | Hold |
3,720
| – | – | 0.23% | 31 |
|
|
2020
Q4 | $606K | Sell |
3,720
-1,060
| -22% | -$173K | 0.27% | 28 |
|
|
2020
Q3 | $753K | Sell |
4,780
-80
| -2% | -$12.6K | 0.39% | 23 |
|
|
2020
Q2 | $670K | Buy |
4,860
+80
| +2% | +$11K | 0.36% | 23 |
|
|
2020
Q1 | $466K | Buy |
4,780
+480
| +11% | +$46.8K | 0.3% | 30 |
|
|
2019
Q4 | $397K | Sell |
4,300
-940
| -18% | -$86.8K | 0.23% | 26 |
|
|
2019
Q3 | $455K | Hold |
5,240
| – | – | 0.28% | 24 |
|
|
2019
Q2 | $496K | Buy |
5,240
+80
| +2% | +$7.57K | 0.31% | 23 |
|
|
2019
Q1 | $476K | Hold |
5,160
| – | – | 0.32% | 24 |
|
|
2018
Q4 | $388K | Buy |
5,160
+80
| +2% | +$6.02K | 0.31% | 24 |
|
|
2018
Q3 | $509K | Buy |
5,080
+2,620
| +107% | +$263K | 0.37% | 25 |
|
|
2018
Q2 | $209K | Sell |
2,460
-2,620
| -52% | -$223K | 0.17% | 40 |
|
|
2018
Q1 | $368K | Hold |
5,080
| – | – | 0.3% | 33 |
|
|
2017
Q4 | $297K | Buy |
+5,080
| New | +$297K | 0.27% | 36 |
|