Transform Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.6M | Buy |
160,930
+4,638
| +3% | +$1.01M | 1.85% | 7 |
|
|
2024
Q4 | $34.3M | Buy |
156,292
+19,072
| +14% | +$3.9M | 1.9% | 7 |
|
|
2024
Q3 | $25.6M | Buy |
137,220
+2,225
| +2% | +$406K | 1.69% | 9 |
|
|
2024
Q2 | $26.1M | Buy |
134,995
+3,560
| +3% | +$654K | 1.96% | 10 |
|
|
2024
Q1 | $23.7M | Sell |
131,435
-4,980
| -4% | -$831K | 2.25% | 6 |
|
|
2023
Q4 | $20.7M | Buy |
136,415
+3,553
| +3% | +$498K | 2.02% | 8 |
|
|
2023
Q3 | $16.9M | Sell |
132,862
-10,595
| -7% | -$1.42M | 1.78% | 10 |
|
|
2023
Q2 | $18.7M | Buy |
143,457
+6,839
| +5% | +$781K | 1.68% | 11 |
|
|
2023
Q1 | $14.1M | Buy |
136,618
+14,759
| +12% | +$1.43M | 1.33% | 18 |
|
|
2022
Q4 | $10.2M | Buy |
121,859
+14,082
| +13% | +$1.39M | 1.15% | 24 |
|
|
2022
Q3 | $12.2M | Sell |
107,777
-952
| -0.9% | -$120K | 1.58% | 11 |
|
|
2022
Q2 | $11.5M | Sell |
108,729
-3,751
| -3% | -$469K | 1.72% | 11 |
|
|
2022
Q1 | $18.3M | Buy |
112,480
+22,120
| +24% | +$3.42M | 2.06% | 7 |
|
|
2021
Q4 | $15.1M | Buy |
90,360
+8,800
| +11% | +$1.51M | 1.57% | 16 |
|
|
2021
Q3 | $13.4M | Buy |
81,560
+940
| +1% | +$162K | 1.54% | 15 |
|
|
2021
Q2 | $13.9M | Buy |
80,620
+27,040
| +50% | +$4.49M | 1.69% | 11 |
|
|
2021
Q1 | $8.29M | Sell |
53,580
-2,940
| -5% | -$466K | 1.66% | 9 |
|
|
2020
Q4 | $9.2M | Sell |
56,520
-28,040
| -33% | -$4.47M | 1.92% | 7 |
|
|
2020
Q3 | $13.3M | Sell |
84,560
-2,460
| -3% | -$388K | 2.15% | 7 |
|
|
2020
Q2 | $12M | Buy |
87,020
+3,380
| +4% | +$408K | 2.06% | 9 |
|
|
2020
Q1 | $8.15M | Buy |
83,640
+18,960
| +29% | +$1.84M | 1.74% | 9 |
|
|
2019
Q4 | $5.98M | Buy |
64,680
+7,000
| +12% | +$620K | 0.95% | 30 |
|
|
2019
Q3 | $5.01M | Sell |
57,680
-3,500
| -6% | -$325K | 0.89% | 41 |
|
|
2019
Q2 | $5.79M | Buy |
61,180
+980
| +2% | +$91.3K | 0.85% | 32 |
|
|
2019
Q1 | $5.36M | Sell |
60,200
-13,780
| -19% | -$1.15M | 1% | 33 |
|
|
2018
Q4 | $5.55M | Sell |
73,980
-16,580
| -18% | -$1.38M | 1.14% | 28 |
|
|
2018
Q3 | $9.07M | Buy |
90,560
+18,840
| +26% | +$1.77M | 1.57% | 11 |
|
|
2018
Q2 | $6.09M | Buy |
71,720
+2,840
| +4% | +$225K | 1.1% | 25 |
|
|
2018
Q1 | $4.99M | Sell |
68,880
-20
| -0% | -$1.43K | 0.95% | 31 |
|
|
2017
Q4 | $4.03M | Buy |
68,900
+7,580
| +12% | +$417K | 0.74% | 42 |
|
|
2017
Q3 | $2.95M | Buy |
61,320
+1,280
| +2% | +$62.9K | 1.03% | 21 |
|
|
2017
Q2 | $2.91M | Buy |
60,040
+3,160
| +6% | +$151K | 3.28% | 7 |
|
|
2017
Q1 | $2.52M | Sell |
56,880
-4,380
| -7% | -$183K | 0.94% | 24 |
|
|
2016
Q4 | $2.3M | Buy |
61,260
+4,300
| +8% | +$168K | 0.91% | 23 |
|
|
2016
Q3 | $2.38M | Buy |
56,960
+20
| +0% | +$765 | 1.02% | 19 |
|
|
2016
Q2 | $2.04M | Buy |
+56,940
| New | +$1.93M | 0.86% | 24 |
|
Other funds holding AMZN
Transform Wealth's AMZN Position: Q1 2025 in Review
Transform Wealth increased its Amazon (AMZN) stake by 3% in Q1 2025, buying an estimated $1.01M and bringing the position to 160,930 shares worth $30.6M. The position accounts for 1.85% of the portfolio, ranked #7.
Transform Wealth first reported a position in AMZN in Q2 2016 and has held it in 36 quarters since. The position peaked at $34.3M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.
- Transform Wealth held 160,930 shares of Amazon worth $30.6M as of Q1 2025.
- Transform Wealth bought 4,638 Amazon shares in Q1 2025, an estimated $1.01M.
- Amazon made up 1.85% of Transform Wealth's portfolio in Q1 2025, its #7 holding.
- Transform Wealth first reported a position in Amazon in Q2 2016 and has held it in 36 quarters since.
- Transform Wealth's Amazon position peaked at $34.3M in Q4 2024.
- 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.