WAM
Wakefield Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
9,334
| – | – | 0.57% | 51 |
|
|
2025
Q1 | $1.78M | Buy |
+9,334
| New | +$1.78M | 0.54% | 59 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$227K | – | 161 |
|
|
2020
Q3 | $227K | Buy |
+72
| New | +$227K | 0.11% | 148 |
|
|
2019
Q2 | – | Sell |
-1,360
| Closed | -$2.42M | – | 176 |
|
|
2019
Q1 | $2.42M | Buy |
1,360
+146
| +12% | +$260K | 0.88% | 46 |
|
|
2018
Q4 | $1.82M | Sell |
1,214
-661
| -35% | -$993K | 0.79% | 46 |
|
|
2018
Q3 | $3.76M | Buy |
+1,875
| New | +$3.76M | 1.47% | 27 |
|