Strategic Family Wealth Counselors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
8,859
+1,122
| +15% | +$246K | 0.55% | 46 |
|
|
2025
Q1 | $1.47M | Buy |
7,737
+257
| +3% | +$48.9K | 0.48% | 48 |
|
|
2024
Q4 | $1.64M | Buy |
7,480
+1,724
| +30% | +$378K | 0.53% | 46 |
|
|
2024
Q3 | $1.07M | Buy |
5,756
+306
| +6% | +$57K | 0.38% | 51 |
|
|
2024
Q2 | $1.05M | Buy |
5,450
+81
| +2% | +$15.7K | 0.4% | 48 |
|
|
2024
Q1 | $968K | Buy |
5,369
+235
| +5% | +$42.4K | 0.38% | 52 |
|
|
2023
Q4 | $780K | Buy |
5,134
+355
| +7% | +$53.9K | 0.33% | 52 |
|
|
2023
Q3 | $608K | Sell |
4,779
-859
| -15% | -$109K | 0.29% | 49 |
|
|
2023
Q2 | $735K | Sell |
5,638
-21
| -0.4% | -$2.74K | 0.34% | 47 |
|
|
2023
Q1 | $585K | Buy |
5,659
+758
| +15% | +$78.3K | 0.28% | 51 |
|
|
2022
Q4 | $412K | Sell |
4,901
-154
| -3% | -$12.9K | 0.2% | 63 |
|
|
2022
Q3 | $571K | Buy |
5,055
+325
| +7% | +$36.7K | 0.28% | 44 |
|
|
2022
Q2 | $502K | Buy |
4,730
+870
| +23% | +$92.3K | 0.24% | 52 |
|
|
2022
Q1 | $629K | Buy |
3,860
+60
| +2% | +$9.78K | 0.25% | 50 |
|
|
2021
Q4 | $634K | Hold |
3,800
| – | – | 0.2% | 55 |
|
|
2021
Q3 | $624K | Buy |
3,800
+40
| +1% | +$6.57K | 0.21% | 48 |
|
|
2021
Q2 | $647K | Hold |
3,760
| – | – | 0.21% | 47 |
|
|
2021
Q1 | $582K | Buy |
3,760
+200
| +6% | +$31K | 0.22% | 47 |
|
|
2020
Q4 | $580K | Buy |
3,560
+1,020
| +40% | +$166K | 0.3% | 44 |
|
|
2020
Q3 | $400K | Sell |
2,540
-1,280
| -34% | -$202K | 0.22% | 51 |
|
|
2020
Q2 | $527K | Buy |
3,820
+120
| +3% | +$16.6K | 0.33% | 44 |
|
|
2020
Q1 | $361K | Buy |
+3,700
| New | +$361K | 0.27% | 48 |
|
|
2019
Q1 | – | Sell |
-3,800
| Closed | -$285K | – | 70 |
|
|
2018
Q4 | $285K | Buy |
+3,800
| New | +$285K | 0.32% | 46 |
|