Sheets Smith 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
Q2 | $20M | Buy |
83,872
+16
| +0% | +$4.02K | 2% | 8 |
|
|
2026
Q1 | $17.5M | Sell |
83,856
-8,024
| -9% | -$1.77M | 1.97% | 6 |
|
|
2025
Q4 | $21.2M | Buy |
91,880
+661
| +0.7% | +$151K | 2.33% | 5 |
|
|
2025
Q3 | $20M | Sell |
91,219
-2,154
| -2% | -$488K | 2.27% | 5 |
|
|
2025
Q2 | $20.5M | Sell |
93,373
-2,482
| -3% | -$491K | 2.4% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
95,855
+264
| +0.3% | +$57.3K | 2.27% | 6 |
|
|
2024
Q4 | $21M | Buy |
95,591
+653
| +0.7% | +$134K | 2.56% | 4 |
|
|
2024
Q3 | $17.7M | Sell |
94,938
-4,866
| -5% | -$888K | 2.16% | 6 |
|
|
2024
Q2 | $19.3M | Sell |
99,804
-44,718
| -31% | -$8.21M | 2.31% | 5 |
|
|
2024
Q1 | $26.1M | Buy |
144,522
+48,859
| +51% | +$8.16M | 2.92% | 3 |
|
|
2023
Q4 | $14.5M | Sell |
95,663
-4,057
| -4% | -$569K | 2.07% | 9 |
|
|
2023
Q3 | $12.7M | Buy |
99,720
+8,034
| +9% | +$1.08M | 1.93% | 11 |
|
|
2023
Q2 | $12M | Buy |
91,686
+17,044
| +23% | +$1.95M | 1.75% | 12 |
|
|
2023
Q1 | $7.71M | Buy |
74,642
+531
| +0.7% | +$51.3K | 1.18% | 18 |
|
|
2022
Q4 | $6.23M | Sell |
74,111
-20,000
| -21% | -$1.98M | 0.97% | 26 |
|
|
2022
Q3 | $10.6M | Buy |
94,111
+1,151
| +1% | +$145K | 1.78% | 10 |
|
|
2022
Q2 | $9.87M | Buy |
92,960
+1,180
| +1% | +$148K | 1.63% | 13 |
|
|
2022
Q1 | $15M | Sell |
91,780
-360
| -0.4% | -$55.6K | 2.06% | 9 |
|
|
2021
Q4 | $15.4M | Hold |
92,140
| – | – | 1.91% | 8 |
|
|
2021
Q3 | $15.1M | Sell |
92,140
-1,460
| -2% | -$252K | 2.05% | 7 |
|
|
2021
Q2 | $16.1M | Sell |
93,600
-300
| -0.3% | -$49.9K | 2.17% | 7 |
|
|
2021
Q1 | $14.5M | Sell |
93,900
-860
| -0.9% | -$136K | 2.14% | 7 |
|
|
2020
Q4 | $15.4M | Buy |
94,760
+2,760
| +3% | +$440K | 2.33% | 5 |
|
|
2020
Q3 | $14.5M | Sell |
92,000
-1,360
| -1% | -$214K | 2.52% | 5 |
|
|
2020
Q2 | $12.9M | Sell |
93,360
-34,180
| -27% | -$4.13M | 2.58% | 6 |
|
|
2020
Q1 | $12.4M | Buy |
127,540
+42,000
| +49% | +$4.07M | 2.6% | 5 |
|
|
2019
Q4 | $7.9M | Buy |
85,540
+8,500
| +11% | +$752K | 1.51% | 11 |
|
|
2019
Q3 | $6.69M | Sell |
77,040
-1,660
| -2% | -$154K | 1.38% | 13 |
|
|
2019
Q2 | $7.45M | Buy |
78,700
+760
| +1% | +$70.8K | 1.53% | 9 |
|
|
2019
Q1 | $6.94M | Buy |
77,940
+1,740
| +2% | +$145K | 1.5% | 10 |
|
|
2018
Q4 | $5.72M | Sell |
76,200
-4,460
| -6% | -$371K | 1.54% | 12 |
|
|
2018
Q3 | $8.08M | Buy |
80,660
+6,360
| +9% | +$598K | 1.67% | 7 |
|
|
2018
Q2 | $6.32M | Buy |
74,300
+1,560
| +2% | +$124K | 1.48% | 11 |
|
|
2018
Q1 | $5.26M | Sell |
72,740
-140
| -0.2% | -$10K | 1.26% | 16 |
|
|
2017
Q4 | $4.26M | Buy |
72,880
+6,680
| +10% | +$368K | 1% | 23 |
|
|
2017
Q3 | $3.18M | Sell |
66,200
-780
| -1% | -$38.3K | 0.8% | 30 |
|
|
2017
Q2 | $3.24M | Sell |
66,980
-1,140
| -2% | -$54.4K | 0.86% | 28 |
|
|
2017
Q1 | $3.02M | Buy |
68,120
+640
| +0.9% | +$26.7K | 0.8% | 28 |
|
|
2016
Q4 | $2.53M | Sell |
67,480
-2,000
| -3% | -$78.4K | 0.71% | 38 |
|
|
2016
Q3 | $2.91M | Buy |
69,480
+38,680
| +126% | +$1.48M | 0.82% | 29 |
|
|
2016
Q2 | $1.1M | Hold |
30,800
| – | – | 0.32% | 87 |
|
|
2016
Q1 | $914K | Hold |
30,800
| – | – | 0.28% | 93 |
|
|
2015
Q4 | $1.04M | Hold |
30,800
| – | – | 0.31% | 85 |
|
|
2015
Q3 | $788K | Hold |
30,800
| – | – | 0.27% | 103 |
|
|
2015
Q2 | $668K | Hold |
30,800
| – | – | 0.18% | 143 |
|
|
2015
Q1 | $573K | Hold |
30,800
| – | – | 0.16% | 158 |
|
|
2014
Q4 | $478K | Hold |
30,800
| – | – | 0.12% | 172 |
|
|
2014
Q3 | $497K | Hold |
30,800
| – | – | 0.14% | 169 |
|
|
2014
Q2 | $500K | Hold |
30,800
| – | – | 0.13% | 178 |
|
|
2014
Q1 | $518K | Hold |
30,800
| – | – | 0.14% | 173 |
|
|
2013
Q4 | $614K | Hold |
30,800
| – | – | 0.17% | 160 |
|
|
2013
Q3 | $481K | Hold |
30,800
| – | – | 0.16% | 169 |
|
|
2013
Q2 | $428K | Buy |
+30,800
| New | +$410K | 0.15% | 178 |
|
Other funds holding AMZN
WT
CRM
CNB
PAM
DC
SP