Waller Financial Planning 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 | $1.37M | Sell |
6,265
-348
| -5% | -$76.3K | 0.33% | 31 |
|
|
2025
Q1 | $1.26M | Buy |
6,613
+382
| +6% | +$72.7K | 0.35% | 32 |
|
|
2024
Q4 | $1.37M | Sell |
6,231
-110
| -2% | -$24.1K | 0.34% | 33 |
|
|
2024
Q3 | $1.18M | Buy |
6,341
+547
| +9% | +$102K | 0.29% | 36 |
|
|
2024
Q2 | $1.12M | Sell |
5,794
-330
| -5% | -$63.8K | 0.3% | 34 |
|
|
2024
Q1 | $1.1M | Sell |
6,124
-162
| -3% | -$29.2K | 0.29% | 35 |
|
|
2023
Q4 | $955K | Buy |
6,286
+173
| +3% | +$26.3K | 0.25% | 37 |
|
|
2023
Q3 | $777K | Sell |
6,113
-1,100
| -15% | -$140K | 0.23% | 37 |
|
|
2023
Q2 | $940K | Sell |
7,213
-2,221
| -24% | -$290K | 0.26% | 35 |
|
|
2023
Q1 | $974K | Sell |
9,434
-490
| -5% | -$50.6K | 0.28% | 35 |
|
|
2022
Q4 | $834K | Buy |
9,924
+1,138
| +13% | +$95.6K | 0.24% | 35 |
|
|
2022
Q3 | $993K | Sell |
8,786
-209
| -2% | -$23.6K | 0.3% | 35 |
|
|
2022
Q2 | $955K | Buy |
8,995
+2,035
| +29% | +$216K | 0.28% | 35 |
|
|
2022
Q1 | $1.13M | Buy |
6,960
+400
| +6% | +$65.2K | 0.3% | 31 |
|
|
2021
Q4 | $1.09M | Sell |
6,560
-200
| -3% | -$33.4K | 0.27% | 31 |
|
|
2021
Q3 | $1.11M | Buy |
6,760
+640
| +10% | +$105K | 0.29% | 31 |
|
|
2021
Q2 | $1.05M | Buy |
6,120
+520
| +9% | +$89.5K | 0.28% | 32 |
|
|
2021
Q1 | $866K | Buy |
5,600
+800
| +17% | +$124K | 0.25% | 31 |
|
|
2020
Q4 | $782K | Buy |
4,800
+40
| +0.8% | +$6.52K | 0.24% | 32 |
|
|
2020
Q3 | $749K | Hold |
4,760
| – | – | 0.27% | 32 |
|
|
2020
Q2 | $657K | Sell |
4,760
-540
| -10% | -$74.5K | 0.26% | 33 |
|
|
2020
Q1 | $517K | Buy |
5,300
+60
| +1% | +$5.85K | 0.27% | 32 |
|
|
2019
Q4 | $484K | Buy |
+5,240
| New | +$484K | 0.24% | 38 |
|
|
2019
Q3 | – | Sell |
-5,840
| Closed | -$584K | – | 44 |
|
|
2019
Q2 | $584K | Sell |
5,840
-600
| -9% | -$60K | 0.32% | 33 |
|
|
2019
Q1 | $600K | Sell |
6,440
-1,560
| -20% | -$145K | 0.35% | 33 |
|
|
2018
Q4 | $601K | Buy |
+8,000
| New | +$601K | 0.42% | 33 |
|