Schwallier 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
Q2 | $364K | Sell |
1,659
-62
| -4% | -$13.6K | 0.22% | 34 |
|
|
2025
Q1 | $327K | Buy |
1,721
+510
| +42% | +$97K | 0.24% | 38 |
|
|
2024
Q4 | $266K | Buy |
+1,211
| New | +$266K | 0.2% | 32 |
|
|
2024
Q3 | – | Sell |
-1,044
| Closed | -$202K | – | 36 |
|
|
2024
Q2 | $202K | Buy |
+1,044
| New | +$202K | 0.16% | 28 |
|
|
2024
Q1 | – | Sell |
-2,976
| Closed | -$452K | – | 30 |
|
|
2023
Q4 | $452K | Buy |
+2,976
| New | +$452K | 0.37% | 25 |
|