Venturi Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
83,211
+6,347
| +8% | +$1.39M | 0.9% | 31 |
|
|
2025
Q1 | $14.6M | Buy |
76,864
+7,665
| +11% | +$1.46M | 0.76% | 38 |
|
|
2024
Q4 | $15.2M | Buy |
69,199
+6,052
| +10% | +$1.33M | 0.75% | 33 |
|
|
2024
Q3 | $11.8M | Buy |
63,147
+10,158
| +19% | +$1.89M | 0.62% | 49 |
|
|
2024
Q2 | $10.2M | Buy |
52,989
+10,702
| +25% | +$2.07M | 0.61% | 52 |
|
|
2024
Q1 | $7.63M | Buy |
42,287
+368
| +0.9% | +$66.4K | 0.49% | 51 |
|
|
2023
Q4 | $6.37M | Buy |
41,919
+1,997
| +5% | +$303K | 0.45% | 50 |
|
|
2023
Q3 | $5.07M | Buy |
39,922
+263
| +0.7% | +$33.4K | 0.4% | 53 |
|
|
2023
Q2 | $5.17M | Buy |
39,659
+5,197
| +15% | +$677K | 0.42% | 48 |
|
|
2023
Q1 | $3.56M | Buy |
34,462
+424
| +1% | +$43.8K | 0.29% | 58 |
|
|
2022
Q4 | $2.86M | Sell |
34,038
-3,014
| -8% | -$253K | 0.25% | 68 |
|
|
2022
Q3 | $4.19M | Buy |
37,052
+816
| +2% | +$92.2K | 0.4% | 52 |
|
|
2022
Q2 | $3.85M | Sell |
36,236
-684
| -2% | -$72.7K | 0.34% | 52 |
|
|
2022
Q1 | $6.02M | Buy |
36,920
+4,340
| +13% | +$707K | 0.46% | 45 |
|
|
2021
Q4 | $5.43M | Buy |
32,580
+620
| +2% | +$103K | 0.41% | 50 |
|
|
2021
Q3 | $5.25M | Sell |
31,960
-1,700
| -5% | -$279K | 0.44% | 47 |
|
|
2021
Q2 | $5.79M | Sell |
33,660
-4,540
| -12% | -$781K | 0.51% | 43 |
|
|
2021
Q1 | $5.91M | Buy |
38,200
+1,280
| +3% | +$198K | 0.56% | 43 |
|
|
2020
Q4 | $6.01M | Buy |
36,920
+3,540
| +11% | +$576K | 0.62% | 43 |
|
|
2020
Q3 | $5.25M | Sell |
33,380
-2,840
| -8% | -$447K | 0.61% | 42 |
|
|
2020
Q2 | $5M | Buy |
36,220
+3,620
| +11% | +$499K | 0.67% | 42 |
|
|
2020
Q1 | $3.18M | Buy |
32,600
+7,260
| +29% | +$708K | 0.54% | 51 |
|
|
2019
Q4 | $2.34M | Buy |
25,340
+140
| +0.6% | +$12.9K | 0.28% | 77 |
|
|
2019
Q3 | $2.19M | Buy |
25,200
+1,500
| +6% | +$130K | 0.28% | 76 |
|
|
2019
Q2 | $2.24M | Sell |
23,700
-1,500
| -6% | -$142K | 0.3% | 73 |
|
|
2019
Q1 | $2.29M | Buy |
25,200
+7,200
| +40% | +$653K | 0.3% | 76 |
|
|
2018
Q4 | $1.35M | Buy |
18,000
+10,020
| +126% | +$752K | 0.22% | 85 |
|
|
2018
Q3 | $800K | Sell |
7,980
-460
| -5% | -$46.1K | 0.14% | 115 |
|
|
2018
Q2 | $801K | Sell |
8,440
-740
| -8% | -$70.2K | 0.15% | 110 |
|
|
2018
Q1 | $664K | Sell |
9,180
-3,180
| -26% | -$230K | 0.13% | 119 |
|
|
2017
Q4 | $723K | Buy |
12,360
+920
| +8% | +$53.8K | 0.14% | 125 |
|
|
2017
Q3 | $549K | Sell |
11,440
-1,200
| -9% | -$57.6K | 0.12% | 139 |
|
|
2017
Q2 | $612K | Buy |
12,640
+40
| +0.3% | +$1.94K | 0.14% | 124 |
|
|
2017
Q1 | $569K | Buy |
+12,600
| New | +$569K | 0.13% | 121 |
|