Wade Financial Advisory’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $948K | Sell |
4,982
-6
| -0.1% | -$1.14K | 0.32% | 40 |
|
|
2024
Q4 | $1.09M | Hold |
4,988
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $929K | Sell |
4,988
-180
| -3% | -$33.5K | 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% | -$52.4K | 0.3% | 40 |
|
|
2023
Q3 | $701K | Buy |
5,513
+143
| +3% | +$18.2K | 0.3% | 39 |
|
|
2023
Q2 | $700K | Hold |
5,370
| – | – | 0.28% | 41 |
|
|
2023
Q1 | $555K | Buy |
5,370
+500
| +10% | +$51.6K | 0.23% | 46 |
|
|
2022
Q4 | $409K | Hold |
4,870
| – | – | 0.19% | 58 |
|
|
2022
Q3 | $550K | Buy |
4,870
+30
| +0.6% | +$3.39K | 0.28% | 45 |
|
|
2022
Q2 | $514K | Buy |
4,840
+20
| +0.4% | +$2.12K | 0.24% | 52 |
|
|
2022
Q1 | $786K | Sell |
4,820
-760
| -14% | -$124K | 0.34% | 42 |
|
|
2021
Q4 | $930K | Buy |
5,580
+80
| +1% | +$13.3K | 0.48% | 37 |
|
|
2021
Q3 | $903K | Buy |
5,500
+100
| +2% | +$16.4K | 0.51% | 35 |
|
|
2021
Q2 | $929K | Sell |
5,400
-60
| -1% | -$10.3K | 0.51% | 34 |
|
|
2021
Q1 | $845K | Sell |
5,460
-100
| -2% | -$15.5K | 0.53% | 34 |
|
|
2020
Q4 | $905K | Sell |
5,560
-260
| -4% | -$42.3K | 0.61% | 30 |
|
|
2020
Q3 | $916K | Sell |
5,820
-400
| -6% | -$63K | 0.72% | 34 |
|
|
2020
Q2 | $858K | Buy |
6,220
+1,620
| +35% | +$223K | 0.74% | 32 |
|
|
2020
Q1 | $448K | Buy |
4,600
+80
| +2% | +$7.79K | 0.45% | 37 |
|
|
2019
Q4 | $418K | Buy |
+4,520
| New | +$418K | 0.37% | 43 |
|