VERITY Wealth 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 | $391K | Hold |
1,780
| – | – | 0.26% | 63 |
|
|
2025
Q1 | $339K | Hold |
1,780
| – | – | 0.25% | 59 |
|
|
2024
Q4 | $391K | Sell |
1,780
-440
| -20% | -$96.5K | 0.28% | 58 |
|
|
2024
Q3 | $414K | Hold |
2,220
| – | – | 0.29% | 59 |
|
|
2024
Q2 | $429K | Hold |
2,220
| – | – | 0.32% | 55 |
|
|
2024
Q1 | $400K | Buy |
2,220
+300
| +16% | +$54.1K | 0.31% | 56 |
|
|
2023
Q4 | $292K | Hold |
1,920
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $244K | Hold |
1,920
| – | – | 0.23% | 63 |
|
|
2023
Q2 | $250K | Buy |
+1,920
| New | +$250K | 0.22% | 62 |
|
|
2023
Q1 | – | Sell |
-2,440
| Closed | -$205K | – | 74 |
|
|
2022
Q4 | $205K | Hold |
2,440
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $276K | Hold |
2,440
| – | – | 0.28% | 57 |
|
|
2022
Q2 | $259K | Buy |
2,440
+440
| +22% | +$46.7K | 0.25% | 58 |
|
|
2022
Q1 | $326K | Hold |
2,000
| – | – | 0.29% | 51 |
|
|
2021
Q4 | $333K | Hold |
2,000
| – | – | 0.28% | 51 |
|
|
2021
Q3 | $329K | Buy |
2,000
+220
| +12% | +$36.2K | 0.29% | 45 |
|
|
2021
Q2 | $306K | Hold |
1,780
| – | – | 0.28% | 47 |
|
|
2021
Q1 | $275K | Hold |
1,780
| – | – | 0.24% | 49 |
|
|
2020
Q4 | $290K | Buy |
1,780
+300
| +20% | +$48.9K | 0.26% | 45 |
|
|
2020
Q3 | $233K | Hold |
1,480
| – | – | 0.24% | 46 |
|
|
2020
Q2 | $204K | Buy |
+1,480
| New | +$204K | 0.22% | 48 |
|