Wallace Advisory 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 | $4.69M | Buy |
24,646
+176
| +0.7% | +$33.5K | 3.4% | 3 |
|
|
2025
Q1 | $5.37M | Sell |
24,470
-2,777
| -10% | -$609K | 3.72% | 3 |
|
|
2024
Q4 | $5.08M | Buy |
27,247
+292
| +1% | +$54.4K | 3.51% | 3 |
|
|
2024
Q3 | $5.21M | Sell |
26,955
-376
| -1% | -$72.7K | 3.81% | 3 |
|
|
2024
Q2 | $5.28M | Sell |
27,331
-364
| -1% | -$70.3K | 3.8% | 3 |
|
|
2024
Q1 | $4.21M | Sell |
27,695
-330
| -1% | -$50.1K | 3.16% | 3 |
|
|
2023
Q4 | $3.56M | Sell |
28,025
-3,431
| -11% | -$436K | 2.79% | 6 |
|
|
2023
Q3 | $4.1M | Buy |
31,456
+790
| +3% | +$103K | 2.94% | 4 |
|
|
2023
Q2 | $3.17M | Hold |
30,666
| – | – | 2.41% | 8 |
|
|
2023
Q1 | $3.17M | Buy |
30,666
+13,034
| +74% | +$1.35M | 2.41% | 8 |
|
|
2022
Q4 | $1.48M | Buy |
+17,632
| New | +$1.48M | 1.17% | 14 |
|