Smith & Howard Wealth Management’s Amazon AMZN Stock Holding History

Smith & Howard Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$885K	Buy	4,034 +220	+6%	+$48.3K	0.22%	38
2025 Q1	$726K	Hold	3,814	–	–	0.2%	38
2024 Q4	$837K	Buy	3,814 +110	+3%	+$24.1K	0.24%	38
2024 Q3	$690K	Hold	3,704	–	–	0.19%	41
2024 Q2	$716K	Buy	3,704 +20	+0.5%	+$3.87K	0.21%	40
2024 Q1	$665K	Sell	3,684 -516	-12%	-$93.1K	0.21%	40
2023 Q4	$638K	Sell	4,200 -61	-1%	-$9.27K	0.23%	38
2023 Q3	$542K	Sell	4,261 -179	-4%	-$22.8K	0.19%	41
2023 Q2	$579K	Buy	4,440 +1,540	+53%	+$201K	0.2%	40
2023 Q1	$300K	Sell	2,900 -2,937	-50%	-$303K	0.1%	54
2022 Q4	$490K	Sell	5,837 -160	-3%	-$13.4K	0.19%	42
2022 Q3	$678K	Buy	5,997 +140	+2%	+$15.8K	0.29%	39
2022 Q2	$622K	Buy	5,857 +2,677	+84%	+$284K	0.26%	43
2022 Q1	$518K	Sell	3,180 -2,960	-48%	-$482K	0.22%	41
2021 Q4	$1.02M	Sell	6,140 -160	-3%	-$26.7K	0.46%	32
2021 Q3	$1.04M	Sell	6,300 -2,000	-24%	-$329K	0.49%	30
2021 Q2	$1.43M	Sell	8,300 -160	-2%	-$27.5K	0.68%	26
2021 Q1	$1.31M	Buy	8,460 +5,180	+158%	+$801K	0.66%	25
2020 Q4	$534K	Sell	3,280 -640	-16%	-$104K	0.28%	38
2020 Q3	$617K	Sell	3,920 -960	-20%	-$151K	0.36%	35
2020 Q2	$673K	Sell	4,880 -1,240	-20%	-$171K	0.42%	34
2020 Q1	$597K	Buy	6,120 +720	+13%	+$70.2K	0.38%	38
2019 Q4	$499K	Buy	5,400 +2,620	+94%	+$242K	0.17%	46
2019 Q3	$241K	Buy	2,780 +400	+17%	+$34.7K	0.1%	62
2019 Q2	$225K	Sell	2,380 -520	-18%	-$49.2K	0.1%	58
2019 Q1	$258K	Sell	2,900 -780	-21%	-$69.4K	0.13%	45
2018 Q4	$276K	Buy	3,680 +220	+6%	+$16.5K	0.15%	41
2018 Q3	$347K	Buy	3,460 +300	+9%	+$30.1K	0.15%	36
2018 Q2	$269K	Buy	+3,160	New	+$269K	0.12%	42
2014 Q1	–	Sell	-6,380	Closed	-$127K	–	52
2013 Q4	$127K	Sell	6,380 -1,280	-17%	-$25.5K	0.07%	69
2013 Q3	$120K	Hold	7,660	–	–	0.07%	51
2013 Q2	$106K	Buy	+7,660	New	+$106K	0.07%	59