Robertson Stephens Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8M | Sell |
166,881
-54
| -0% | -$11.9K | 0.97% | 17 |
|
|
2025
Q4 | $38.5M | Buy |
166,935
+29,660
| +22% | +$6.79M | 1.09% | 19 |
|
|
2025
Q3 | $30.1M | Sell |
137,275
-8,417
| -6% | -$1.91M | 0.91% | 19 |
|
|
2025
Q2 | $32M | Buy |
145,692
+4,443
| +3% | +$879K | 1.11% | 17 |
|
|
2025
Q1 | $26.9M | Sell |
141,249
-8,182
| -5% | -$1.78M | 1.01% | 22 |
|
|
2024
Q4 | $32.8M | Sell |
149,431
-7,995
| -5% | -$1.64M | 1.17% | 15 |
|
|
2024
Q3 | $29.3M | Buy |
157,426
+7,536
| +5% | +$1.38M | 1.08% | 18 |
|
|
2024
Q2 | $29M | Buy |
149,890
+7,532
| +5% | +$1.38M | 1.51% | 14 |
|
|
2024
Q1 | $25.7M | Buy |
142,358
+14,434
| +11% | +$2.41M | 1.4% | 17 |
|
|
2023
Q4 | $19.4M | Sell |
127,924
-1,230
| -1% | -$172K | 1.22% | 18 |
|
|
2023
Q3 | $16.4M | Buy |
129,154
+4,113
| +3% | +$551K | 1.11% | 19 |
|
|
2023
Q2 | $16.3M | Sell |
125,041
-5,186
| -4% | -$592K | 1.19% | 20 |
|
|
2023
Q1 | $13.5M | Buy |
130,227
+1,905
| +1% | +$184K | 1.04% | 18 |
|
|
2022
Q4 | $10.8M | Sell |
128,322
-24,466
| -16% | -$2.42M | 1.05% | 16 |
|
|
2022
Q3 | $17.3M | Buy |
152,788
+2,094
| +1% | +$265K | 1.94% | 10 |
|
|
2022
Q2 | $16M | Buy |
150,694
+17,994
| +14% | +$2.25M | 1.59% | 14 |
|
|
2022
Q1 | $21.6M | Buy |
132,700
+19,120
| +17% | +$2.95M | 1.87% | 13 |
|
|
2021
Q4 | $18.9M | Buy |
113,580
+23,440
| +26% | +$4.01M | 1.62% | 11 |
|
|
2021
Q3 | $14.8M | Sell |
90,140
-8,440
| -9% | -$1.46M | 1.72% | 12 |
|
|
2021
Q2 | $17M | Sell |
98,580
-1,600
| -2% | -$266K | 2.04% | 11 |
|
|
2021
Q1 | $15.5M | Buy |
100,180
+49,560
| +98% | +$7.86M | 2.48% | 10 |
|
|
2020
Q4 | $8.24M | Buy |
50,620
+2,220
| +5% | +$354K | 1.72% | 14 |
|
|
2020
Q3 | $7.62M | Sell |
48,400
-1,500
| -3% | -$236K | 1.87% | 13 |
|
|
2020
Q2 | $6.88M | Buy |
49,900
+8,160
| +20% | +$986K | 1.99% | 13 |
|
|
2020
Q1 | $4.07M | Buy |
41,740
+9,680
| +30% | +$937K | 1.39% | 17 |
|
|
2019
Q4 | $2.96M | Sell |
32,060
-7,280
| -19% | -$644K | 1.49% | 16 |
|
|
2019
Q3 | $3.42M | Buy |
39,340
+26,920
| +217% | +$2.5M | 1.73% | 14 |
|
|
2019
Q2 | $1.18M | Hold |
12,420
| – | – | 1.14% | 29 |
|
|
2019
Q1 | $1.11M | Sell |
12,420
-140
| -1% | -$11.7K | 0.95% | 30 |
|
|
2018
Q4 | $943K | Buy |
+12,560
| New | +$1.04M | 0.94% | 30 |
|
Other funds holding AMZN
VCM
VPM
