Von Berge Wealth Management Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
2,720
-19
| -0.7% | -$4.32K | 0.35% | 39 |
|
|
2025
Q1 | $511K | Buy |
2,739
+60
| +2% | +$11.2K | 0.33% | 39 |
|
|
2024
Q4 | $629K | Sell |
2,679
-20
| -0.7% | -$4.69K | 0.38% | 38 |
|
|
2024
Q3 | $559K | Sell |
2,699
-235
| -8% | -$48.7K | 0.35% | 39 |
|
|
2024
Q2 | $579K | Hold |
2,934
| – | – | 0.37% | 39 |
|
|
2024
Q1 | $529K | Buy |
2,934
+157
| +6% | +$28.3K | 0.34% | 38 |
|
|
2023
Q4 | $429K | Sell |
2,777
-84
| -3% | -$13K | 0.33% | 41 |
|
|
2023
Q3 | $364K | Hold |
2,861
| – | – | 0.31% | 38 |
|
|
2023
Q2 | $373K | Buy |
2,861
+22
| +0.8% | +$2.87K | 0.31% | 37 |
|
|
2023
Q1 | $291K | Hold |
2,839
| – | – | 0.26% | 45 |
|
|
2022
Q4 | $290K | Sell |
2,839
-45
| -2% | -$4.6K | 0.26% | 45 |
|
|
2022
Q3 | $328K | Buy |
2,884
+50
| +2% | +$5.69K | 0.35% | 38 |
|
|
2022
Q2 | $313K | Buy |
2,834
+454
| +19% | +$50.1K | 0.33% | 37 |
|
|
2022
Q1 | $361K | Hold |
2,380
| – | – | 0.33% | 38 |
|
|
2021
Q4 | $356K | Buy |
+2,380
| New | +$356K | 0.33% | 38 |
|