Wambolt & Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
34,455
-17
| -0% | -$3.75K | 2.56% | 5 |
|
|
2025
Q1 | $6.62M | Sell |
34,472
-27
| -0.1% | -$5.19K | 2.25% | 7 |
|
|
2024
Q4 | $7.57M | Sell |
34,499
-5,020
| -13% | -$1.1M | 2.42% | 5 |
|
|
2024
Q3 | $7.32M | Buy |
39,519
+4,728
| +14% | +$875K | 2% | 7 |
|
|
2024
Q2 | $6.86M | Buy |
34,791
+4,148
| +14% | +$818K | 1.99% | 6 |
|
|
2024
Q1 | $5.55M | Buy |
30,643
+23,027
| +302% | +$4.17M | 1.66% | 10 |
|
|
2023
Q4 | $1.16M | Buy |
7,616
+178
| +2% | +$27K | 0.38% | 89 |
|
|
2023
Q3 | $963K | Buy |
7,438
+592
| +9% | +$76.6K | 0.35% | 104 |
|
|
2023
Q2 | $892K | Buy |
6,846
+337
| +5% | +$43.9K | 0.32% | 111 |
|
|
2023
Q1 | $667K | Sell |
6,509
-156
| -2% | -$16K | 0.24% | 135 |
|
|
2022
Q4 | $560K | Buy |
6,665
+718
| +12% | +$60.3K | 0.22% | 141 |
|
|
2022
Q3 | $672K | Buy |
5,947
+1,427
| +32% | +$161K | 0.29% | 121 |
|
|
2022
Q2 | $480K | Buy |
4,520
+380
| +9% | +$40.4K | 0.19% | 150 |
|
|
2022
Q1 | $677K | Sell |
4,140
-180
| -4% | -$29.4K | 0.25% | 129 |
|
|
2021
Q4 | $720K | Buy |
4,320
+280
| +7% | +$46.7K | 0.26% | 123 |
|
|
2021
Q3 | $663K | Hold |
4,040
| – | – | 0.27% | 122 |
|
|
2021
Q2 | $693K | Buy |
4,040
+840
| +26% | +$144K | 0.29% | 115 |
|
|
2021
Q1 | $506K | Sell |
3,200
-160
| -5% | -$25.3K | 0.26% | 127 |
|
|
2020
Q4 | $547K | Sell |
3,360
-740
| -18% | -$120K | 0.33% | 108 |
|
|
2020
Q3 | $645K | Sell |
4,100
-180
| -4% | -$28.3K | 0.48% | 73 |
|
|
2020
Q2 | $590K | Buy |
4,280
+80
| +2% | +$11K | 0.46% | 74 |
|
|
2020
Q1 | $409K | Sell |
4,200
-100
| -2% | -$9.74K | 0.42% | 79 |
|
|
2019
Q4 | $397K | Sell |
4,300
-1,960
| -31% | -$181K | 0.3% | 109 |
|
|
2019
Q3 | $543K | Buy |
6,260
+2,660
| +74% | +$231K | 0.45% | 72 |
|
|
2019
Q2 | $341K | Hold |
3,600
| – | – | 0.29% | 118 |
|
|
2019
Q1 | $330K | Sell |
3,600
-200
| -5% | -$18.3K | 0.3% | 110 |
|
|
2018
Q4 | $285K | Buy |
+3,800
| New | +$285K | 0.31% | 108 |
|