TriaGen Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Sell |
9,201
-711
| -7% | -$157K | 0.52% | 46 |
|
|
2025
Q4 | $2.29M | Sell |
9,912
-1,722
| -15% | -$394K | 0.59% | 42 |
|
|
2025
Q3 | $2.55M | Buy |
11,634
+3,230
| +38% | +$731K | 0.67% | 37 |
|
|
2025
Q2 | $1.84M | Buy |
8,404
+504
| +6% | +$99.7K | 0.56% | 55 |
|
|
2025
Q1 | $1.5M | Sell |
7,900
-200
| -2% | -$43.4K | 0.53% | 53 |
|
|
2024
Q4 | $1.78M | Buy |
8,100
+61
| +0.8% | +$12.5K | 0.6% | 47 |
|
|
2024
Q3 | $1.5M | Sell |
8,039
-6,899
| -46% | -$1.26M | 0.5% | 56 |
|
|
2024
Q2 | $2.89M | Buy |
14,938
+1,446
| +11% | +$266K | 1.12% | 21 |
|
|
2024
Q1 | $2.43M | Buy |
13,492
+4,887
| +57% | +$816K | 1.01% | 26 |
|
|
2023
Q4 | $1.31M | Buy |
8,605
+175
| +2% | +$24.5K | 0.62% | 51 |
|
|
2023
Q3 | $1.07M | Hold |
8,430
| – | – | 0.55% | 58 |
|
|
2023
Q2 | $1.1M | Hold |
8,430
| – | – | 0.5% | 63 |
|
|
2023
Q1 | $871K | Buy |
8,430
+55
| +0.7% | +$5.31K | 0.44% | 67 |
|
|
2022
Q4 | $704K | Buy |
8,375
+45
| +0.5% | +$4.45K | 0.39% | 68 |
|
|
2022
Q3 | $941K | Buy |
8,330
+395
| +5% | +$49.9K | 0.52% | 51 |
|
|
2022
Q2 | $843K | Buy |
7,935
+755
| +11% | +$94.5K | 0.6% | 47 |
|
|
2022
Q1 | $1.17M | Buy |
7,180
+460
| +7% | +$71.1K | 0.61% | 59 |
|
|
2021
Q4 | $1.12M | Sell |
6,720
-40
| -0.6% | -$6.85K | 0.55% | 64 |
|
|
2021
Q3 | $1.11M | Buy |
6,760
+140
| +2% | +$24.1K | 0.6% | 60 |
|
|
2021
Q2 | $1.1M | Sell |
6,620
-80
| -1% | -$13.3K | 0.57% | 64 |
|
|
2021
Q1 | $1.04M | Buy |
6,700
+40
| +0.6% | +$6.34K | 0.6% | 58 |
|
|
2020
Q4 | $1.08M | Buy |
+6,660
| New | +$1.06M | 0.64% | 54 |
|
Other funds holding AMZN
VCM
VPM
