Shira Ridge 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 | $907K | Sell |
4,132
-416
| -9% | -$91.3K | 0.41% | 36 |
|
|
2025
Q1 | $865K | Buy |
4,548
+712
| +19% | +$135K | 0.43% | 37 |
|
|
2024
Q4 | $842K | Buy |
3,836
+286
| +8% | +$62.7K | 0.41% | 34 |
|
|
2024
Q3 | $661K | Sell |
3,550
-10
| -0.3% | -$1.86K | 0.34% | 47 |
|
|
2024
Q2 | $688K | Buy |
3,560
+50
| +1% | +$9.66K | 0.38% | 44 |
|
|
2024
Q1 | $633K | Buy |
3,510
+630
| +22% | +$114K | 0.36% | 43 |
|
|
2023
Q4 | $438K | Hold |
2,880
| – | – | 0.26% | 52 |
|
|
2023
Q3 | $366K | Buy |
2,880
+400
| +16% | +$50.8K | 0.24% | 52 |
|
|
2023
Q2 | $323K | Sell |
2,480
-100
| -4% | -$13K | 0.2% | 56 |
|
|
2023
Q1 | $266K | Sell |
2,580
-940
| -27% | -$97.1K | 0.18% | 58 |
|
|
2022
Q4 | $296K | Buy |
+3,520
| New | +$296K | 0.2% | 56 |
|