TrueWealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
8,704
+311
| +4% | +$68.2K | 0.57% | 37 |
|
|
2025
Q1 | $1.6M | Buy |
8,393
+77
| +0.9% | +$14.7K | 0.52% | 43 |
|
|
2024
Q4 | $1.82M | Buy |
8,316
+753
| +10% | +$165K | 0.61% | 36 |
|
|
2024
Q3 | $1.41M | Buy |
7,563
+502
| +7% | +$93.5K | 0.47% | 47 |
|
|
2024
Q2 | $1.36M | Buy |
7,061
+416
| +6% | +$80.4K | 0.5% | 42 |
|
|
2024
Q1 | $1.2M | Buy |
6,645
+802
| +14% | +$145K | 0.46% | 45 |
|
|
2023
Q4 | $888K | Buy |
5,843
+88
| +2% | +$13.4K | 0.34% | 56 |
|
|
2023
Q3 | $732K | Buy |
5,755
+289
| +5% | +$36.7K | 0.31% | 63 |
|
|
2023
Q2 | $713K | Sell |
5,466
-92
| -2% | -$12K | 0.29% | 66 |
|
|
2023
Q1 | $574K | Buy |
5,558
+40
| +0.7% | +$4.13K | 0.24% | 75 |
|
|
2022
Q4 | $464K | Buy |
5,518
+480
| +10% | +$40.3K | 0.2% | 87 |
|
|
2022
Q3 | $569K | Buy |
5,038
+255
| +5% | +$28.8K | 0.27% | 72 |
|
|
2022
Q2 | $508K | Buy |
4,783
+2,783
| +139% | +$296K | 0.24% | 85 |
|
|
2022
Q1 | $333K | Hold |
2,000
| – | – | 0.15% | 124 |
|
|
2021
Q4 | $333K | Buy |
+2,000
| New | +$333K | 0.15% | 124 |
|