Peterson Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.85M Buy
30,765
+1,522
+5% +$290K 3.94% 9
2024
Q4
$6.42M Buy
29,243
+2,078
+8% +$456K 3.82% 10
2024
Q3
$5.06M Buy
27,165
+2,014
+8% +$375K 3.23% 13
2024
Q2
$4.86M Buy
25,151
+6,350
+34% +$1.23M 3% 12
2024
Q1
$3.39M Buy
18,801
+1,040
+6% +$188K 2.45% 14
2023
Q4
$2.7M Buy
17,761
+371
+2% +$56.4K 2.43% 12
2023
Q3
$2.21M Buy
17,390
+8,952
+106% +$1.14M 1.82% 15
2023
Q2
$1.1M Buy
8,438
+737
+10% +$96.1K 0.87% 33
2023
Q1
$795K Buy
7,701
+1,651
+27% +$171K 0.76% 36
2022
Q4
$508K Buy
6,050
+2,902
+92% +$244K 0.52% 41
2022
Q3
$356K Buy
+3,148
New +$356K 0.33% 47
2022
Q2
Sell
-9,760
Closed -$1.59M 48
2022
Q1
$1.59M Sell
9,760
-200
-2% -$32.6K 1.07% 29
2021
Q4
$1.66M Buy
9,960
+520
+6% +$86.7K 1.11% 35
2021
Q3
$1.55M Sell
9,440
-20
-0.2% -$3.29K 1.2% 29
2021
Q2
$1.63M Sell
9,460
-1,840
-16% -$316K 1.27% 28
2021
Q1
$1.75M Sell
11,300
-2,360
-17% -$365K 1.48% 22
2020
Q4
$2.22M Buy
13,660
+40
+0.3% +$6.51K 1.81% 18
2020
Q3
$2.14M Sell
13,620
-8,200
-38% -$1.29M 1.9% 17
2020
Q2
$3.01M Buy
21,820
+980
+5% +$135K 2.99% 15
2020
Q1
$2.03M Sell
20,840
-880
-4% -$85.8K 2.47% 16
2019
Q4
$2.03M Buy
+21,720
New +$2.03M 1.84% 19