Valley Wealth Managers’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
21,435
-2,685
| -11% | -$589K | 0.34% | 62 |
|
|
2025
Q1 | $4.59M | Buy |
24,120
+936
| +4% | +$178K | 0.35% | 59 |
|
|
2024
Q4 | $5.09M | Buy |
23,184
+1,231
| +6% | +$270K | 0.38% | 53 |
|
|
2024
Q3 | $4.09M | Buy |
21,953
+5,619
| +34% | +$1.05M | 0.3% | 78 |
|
|
2024
Q2 | $3.16M | Buy |
16,334
+1,638
| +11% | +$317K | 0.25% | 98 |
|
|
2024
Q1 | $2.65M | Buy |
14,696
+2,005
| +16% | +$362K | 0.2% | 107 |
|
|
2023
Q4 | $1.93M | Sell |
12,691
-4
| -0% | -$608 | 0.15% | 111 |
|
|
2023
Q3 | $1.61M | Buy |
12,695
+87
| +0.7% | +$11.1K | 0.13% | 118 |
|
|
2023
Q2 | $1.64M | Sell |
12,608
-252
| -2% | -$32.9K | 0.15% | 98 |
|
|
2023
Q1 | $1.33M | Buy |
12,860
+515
| +4% | +$53.2K | 0.12% | 102 |
|
|
2022
Q4 | $1.04M | Buy |
12,345
+292
| +2% | +$24.5K | 0.1% | 108 |
|
|
2022
Q3 | $1.36M | Sell |
12,053
-1,339
| -10% | -$151K | 0.14% | 102 |
|
|
2022
Q2 | $1.42M | Sell |
13,392
-808
| -6% | -$85.8K | 0.13% | 102 |
|
|
2022
Q1 | $2.32M | Buy |
14,200
+460
| +3% | +$75K | 0.19% | 97 |
|
|
2021
Q4 | $2.29M | Buy |
13,740
+700
| +5% | +$117K | 0.18% | 100 |
|
|
2021
Q3 | $2.14M | Sell |
13,040
-380
| -3% | -$62.4K | 0.19% | 101 |
|
|
2021
Q2 | $2.31M | Buy |
13,420
+1,240
| +10% | +$213K | 0.2% | 97 |
|
|
2021
Q1 | $1.88M | Buy |
12,180
+3,280
| +37% | +$507K | 0.17% | 99 |
|
|
2020
Q4 | $1.45M | Buy |
8,900
+60
| +0.7% | +$9.77K | 0.14% | 102 |
|
|
2020
Q3 | $1.39M | Hold |
8,840
| – | – | 0.15% | 96 |
|
|
2020
Q2 | $1.22M | Sell |
8,840
-1,360
| -13% | -$188K | 0.14% | 99 |
|
|
2020
Q1 | $994K | Buy |
+10,200
| New | +$994K | 0.13% | 98 |
|
|
2019
Q4 | – | Sell |
-11,300
| Closed | -$981K | – | 188 |
|
|
2019
Q3 | $981K | Sell |
11,300
-1,600
| -12% | -$139K | 0.1% | 103 |
|
|
2019
Q2 | $1.22M | Buy |
12,900
+920
| +8% | +$87.2K | 0.13% | 98 |
|
|
2019
Q1 | $1.07M | Sell |
11,980
-660
| -5% | -$58.8K | 0.12% | 104 |
|
|
2018
Q4 | $950K | Buy |
12,640
+2,200
| +21% | +$165K | 0.12% | 93 |
|
|
2018
Q3 | $1.05M | Sell |
10,440
-4,620
| -31% | -$462K | 0.12% | 89 |
|
|
2018
Q2 | $1.28M | Sell |
15,060
-2,460
| -14% | -$209K | 0.16% | 88 |
|
|
2018
Q1 | $1.27M | Buy |
17,520
+4,680
| +36% | +$339K | 0.15% | 86 |
|
|
2017
Q4 | $751K | Hold |
12,840
| – | – | 0.09% | 94 |
|
|
2017
Q3 | $617K | Buy |
12,840
+1,000
| +8% | +$48.1K | 0.08% | 94 |
|
|
2017
Q2 | $573K | Buy |
11,840
+7,340
| +163% | +$355K | 0.08% | 95 |
|
|
2017
Q1 | $199K | Hold |
4,500
| – | – | 0.03% | 117 |
|
|
2016
Q4 | $169K | Buy |
4,500
+100
| +2% | +$3.76K | 0.02% | 117 |
|
|
2016
Q3 | $184K | Hold |
4,400
| – | – | 0.03% | 121 |
|
|
2016
Q2 | $157K | Buy |
+4,400
| New | +$157K | 0.02% | 120 |
|