Wade Financial Advisory’s Amazon AMZN Stock Holding History

Wade Financial Advisory’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 Q1	$948K	Sell	4,982 -6	-0.1%	-$1.3K	0.32%	40
2024 Q4	$1.09M	Hold	4,988	–	–	0.37%	38
2024 Q3	$929K	Sell	4,988 -180	-3%	-$32.8K	0.31%	39
2024 Q2	$999K	Hold	5,168	–	–	0.36%	38
2024 Q1	$932K	Hold	5,168	–	–	0.34%	40
2023 Q4	$785K	Sell	5,168 -345	-6%	-$48.4K	0.3%	40
2023 Q3	$701K	Buy	5,513 +143	+3%	+$19.2K	0.3%	39
2023 Q2	$700K	Hold	5,370	–	–	0.28%	41
2023 Q1	$555K	Buy	5,370 +500	+10%	+$48.3K	0.23%	46
2022 Q4	$409K	Hold	4,870	–	–	0.19%	58
2022 Q3	$550K	Buy	4,870 +30	+0.6%	+$3.79K	0.28%	45
2022 Q2	$514K	Buy	4,840 +20	+0.4%	+$2.5K	0.24%	52
2022 Q1	$786K	Sell	4,820 -760	-14%	-$117K	0.34%	42
2021 Q4	$930K	Buy	5,580 +80	+1%	+$13.7K	0.48%	37
2021 Q3	$903K	Buy	5,500 +100	+2%	+$17.2K	0.51%	35
2021 Q2	$929K	Sell	5,400 -60	-1%	-$9.97K	0.51%	34
2021 Q1	$845K	Sell	5,460 -100	-2%	-$15.9K	0.53%	34
2020 Q4	$905K	Sell	5,560 -260	-4%	-$41.5K	0.61%	30
2020 Q3	$916K	Sell	5,820 -400	-6%	-$63.1K	0.72%	34
2020 Q2	$858K	Buy	6,220 +1,620	+35%	+$196K	0.74%	32
2020 Q1	$448K	Buy	4,600 +80	+2%	+$7.74K	0.45%	37
2019 Q4	$418K	Buy	+4,520	New	+$400K	0.37%	43

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wade Financial Advisory's AMZN Position: Q1 2025 in Review

Wade Financial Advisory reduced its Amazon (AMZN) stake by 0.12% in Q1 2025, selling an estimated $1.3K and leaving 4,982 shares worth $948K. The position accounts for 0.32% of the portfolio, ranked #40.

Wade Financial Advisory first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.09M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Wade Financial Advisory held 4,982 shares of Amazon worth $948K as of Q1 2025.
Wade Financial Advisory sold 6 Amazon shares in Q1 2025, an estimated $1.3K.
Amazon made up 0.32% of Wade Financial Advisory's portfolio in Q1 2025, its #40 holding.
Wade Financial Advisory first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Amazon position peaked at $1.09M in Q4 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.