Spectrum Wealth Advisory Group’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 | $2.16M | Sell |
9,051
-69
| -0.8% | -$17.3K | 0.61% | 24 |
|
|
2026
Q1 | $1.9M | Buy |
9,120
+530
| +6% | +$117K | 0.71% | 22 |
|
|
2025
Q4 | $1.98M | Buy |
8,590
+44
| +0.5% | +$10.1K | 0.73% | 20 |
|
|
2025
Q3 | $1.88M | Buy |
8,546
+67
| +0.8% | +$15.2K | 0.77% | 21 |
|
|
2025
Q2 | $1.86M | Buy |
8,479
+248
| +3% | +$49.1K | 0.87% | 18 |
|
|
2025
Q1 | $1.57M | Hold |
8,231
| – | – | 0.75% | 19 |
|
|
2024
Q4 | $1.81M | Buy |
8,231
+3,109
| +61% | +$636K | 0.85% | 17 |
|
|
2024
Q3 | $954K | Sell |
5,122
-275
| -5% | -$50.2K | 0.54% | 22 |
|
|
2024
Q2 | $1.04M | Buy |
5,397
+55
| +1% | +$10.1K | 1.12% | 13 |
|
|
2024
Q1 | $964K | Buy |
5,342
+398
| +8% | +$66.4K | 1.11% | 14 |
|
|
2023
Q4 | $751K | Buy |
4,944
+195
| +4% | +$27.3K | 0.93% | 14 |
|
|
2023
Q3 | $604K | Hold |
4,749
| – | – | 0.84% | 17 |
|
|
2023
Q2 | $619K | Sell |
4,749
-1,079
| -19% | -$123K | 0.82% | 17 |
|
|
2023
Q1 | $602K | Buy |
5,828
+150
| +3% | +$14.5K | 0.81% | 18 |
|
|
2022
Q4 | $477K | Buy |
5,678
+625
| +12% | +$61.7K | 0.66% | 19 |
|
|
2022
Q3 | $571K | Sell |
5,053
-657
| -12% | -$83K | 0.72% | 24 |
|
|
2022
Q2 | $606K | Buy |
5,710
+970
| +20% | +$121K | 0.68% | 24 |
|
|
2022
Q1 | $773K | Sell |
4,740
-80
| -2% | -$12.4K | 0.75% | 23 |
|
|
2021
Q4 | $804K | Sell |
4,820
-40
| -0.8% | -$6.85K | 0.72% | 25 |
|
|
2021
Q3 | $798K | Buy |
4,860
+200
| +4% | +$34.5K | 0.79% | 24 |
|
|
2021
Q2 | $802K | Hold |
4,660
| – | – | 0.79% | 25 |
|
|
2021
Q1 | $721K | Sell |
4,660
-120
| -3% | -$19K | 0.69% | 23 |
|
|
2020
Q4 | $778K | Sell |
4,780
-4,660
| -49% | -$744K | 0.88% | 21 |
|
|
2020
Q3 | $1.48M | Buy |
9,440
+4,520
| +92% | +$713K | 0.95% | 20 |
|
|
2020
Q2 | $679K | Hold |
4,920
| – | – | 0.96% | 22 |
|
|
2020
Q1 | $477K | Buy |
4,920
+460
| +10% | +$44.5K | 1.03% | 19 |
|
|
2019
Q4 | $412K | Hold |
4,460
| – | – | 0.74% | 20 |
|
|
2019
Q3 | $387K | Sell |
4,460
-1,720
| -28% | -$159K | 0.77% | 20 |
|
|
2019
Q2 | $586K | Sell |
6,180
-100
| -2% | -$9.31K | 1.2% | 20 |
|
|
2019
Q1 | $559K | Buy |
+6,280
| New | +$523K | 0.87% | 20 |
|
Other funds holding AMZN
Spectrum Wealth Advisory Group's AMZN Position: Q2 2026 in Review
Spectrum Wealth Advisory Group reduced its Amazon (AMZN) stake by 0.76% in Q2 2026, selling an estimated $17.3K and leaving 9,051 shares worth $2.16M. The position accounts for 0.61% of the portfolio, ranked #24.
Spectrum Wealth Advisory Group first reported a position in AMZN in Q1 2019 and has held it in 30 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Spectrum Wealth Advisory Group held 9,051 shares of Amazon worth $2.16M as of Q2 2026.
- Spectrum Wealth Advisory Group sold 69 Amazon shares in Q2 2026, an estimated $17.3K.
- Amazon made up 0.61% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #24 holding.
- Spectrum Wealth Advisory Group first reported a position in Amazon in Q1 2019 and has held it in 30 quarters since.
- 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.