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Von Berge Wealth Management Group’s Amazon AMZN Stock Holding History

Von Berge Wealth Management Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,720
Closed -$619K – 2
2025
Q2 		$619K Sell
2,720
-19
-0.7% -$3.76K 0.35% 39
2025
Q1 		$511K Buy
2,739
+60
+2% +$13K 0.33% 39
2024
Q4 		$629K Sell
2,679
-20
-0.7% -$4.09K 0.38% 38
2024
Q3 		$559K Sell
2,699
-235
-8% -$42.9K 0.35% 39
2024
Q2 		$579K Hold
2,934
– – 0.37% 39
2024
Q1 		$529K Buy
2,934
+157
+6% +$26.2K 0.34% 38
2023
Q4 		$429K Sell
2,777
-84
-3% -$11.8K 0.33% 41
2023
Q3 		$364K Hold
2,861
– – 0.31% 38
2023
Q2 		$373K Buy
2,861
+22
+0.8% +$2.51K 0.31% 37
2023
Q1 		$291K Hold
2,839
– – 0.26% 45
2022
Q4 		$290K Sell
2,839
-45
-2% -$4.45K 0.26% 45
2022
Q3 		$328K Buy
2,884
+50
+2% +$6.32K 0.35% 38
2022
Q2 		$313K Buy
2,834
+454
+19% +$56.8K 0.33% 37
2022
Q1 		$361K Hold
2,380
– – 0.33% 38
2021
Q4 		$356K Buy
+2,380
New +$407K 0.33% 38

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Von Berge Wealth Management Group's AMZN Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Amazon (AMZN) in Q3 2025, closing a stake of 2,720 shares — an estimated $619K sold.

Von Berge Wealth Management Group first reported a position in AMZN in Q4 2021 and held it in 15 quarters. The position peaked at $629K in Q4 2024. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Amazon position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 2,720 Amazon shares in Q3 2025, an estimated $619K.
  • Von Berge Wealth Management Group first reported a position in Amazon in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Amazon position peaked at $629K in Q4 2024.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.