Smallwood Wealth Investment 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 | $714K | Buy |
3,755
+200
| +6% | +$38.1K | 0.45% | 33 |
|
|
2024
Q4 | $780K | Buy |
3,555
+150
| +4% | +$32.9K | 0.53% | 30 |
|
|
2024
Q3 | $634K | Hold |
3,405
| – | – | 0.45% | 32 |
|
|
2024
Q2 | $658K | Hold |
3,405
| – | – | 0.51% | 30 |
|
|
2024
Q1 | $614K | Hold |
3,405
| – | – | 0.48% | 33 |
|
|
2023
Q4 | $517K | Buy |
3,405
+259
| +8% | +$39.4K | 0.43% | 35 |
|
|
2023
Q3 | $400K | Sell |
3,146
-180
| -5% | -$22.9K | 0.36% | 41 |
|
|
2023
Q2 | $434K | Sell |
3,326
-314
| -9% | -$40.9K | 0.39% | 41 |
|
|
2023
Q1 | $376K | Sell |
3,640
-5,724
| -61% | -$591K | 0.36% | 42 |
|
|
2022
Q4 | $787K | Sell |
9,364
-16
| -0.2% | -$1.34K | 0.67% | 32 |
|
|
2022
Q3 | $1.06M | Sell |
9,380
-280
| -3% | -$31.6K | 0.95% | 24 |
|
|
2022
Q2 | $1.03M | Buy |
9,660
+5,460
| +130% | +$580K | 1.04% | 21 |
|
|
2022
Q1 | $685K | Buy |
4,200
+220
| +6% | +$35.9K | 0.65% | 27 |
|
|
2021
Q4 | $664K | Buy |
+3,980
| New | +$664K | 0.62% | 28 |
|