WBH Advisory’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.63M | Sell |
16,532
-120
| -0.7% | -$26.3K | 0.31% | 69 |
|
2025
Q1 | $3.17M | Buy |
16,652
+214
| +1% | +$40.7K | 0.3% | 68 |
|
2024
Q4 | $3.61M | Buy |
16,438
+210
| +1% | +$46.1K | 0.33% | 63 |
|
2024
Q3 | $3.02M | Sell |
16,228
-158
| -1% | -$29.4K | 0.29% | 69 |
|
2024
Q2 | $3.17M | Sell |
16,386
-345
| -2% | -$66.7K | 0.32% | 66 |
|
2024
Q1 | $3.02M | Buy |
16,731
+276
| +2% | +$49.8K | 0.31% | 67 |
|
2023
Q4 | $2.5M | Sell |
16,455
-464
| -3% | -$70.5K | 0.28% | 70 |
|
2023
Q3 | $2.15M | Sell |
16,919
-203
| -1% | -$25.8K | 0.26% | 77 |
|
2023
Q2 | $2.23M | Sell |
17,122
-285
| -2% | -$37.2K | 0.26% | 81 |
|
2023
Q1 | $1.8M | Buy |
+17,407
| New | +$1.8M | 0.22% | 95 |
|
2022
Q3 | $2.69M | Buy |
23,810
+50
| +0.2% | +$5.65K | 0.39% | 64 |
|
2022
Q2 | $2.66M | Sell |
23,760
-1,020
| -4% | -$114K | 0.35% | 66 |
|
2022
Q1 | $3.58M | Buy |
24,780
+460
| +2% | +$66.5K | 0.44% | 55 |
|
2021
Q4 | $4.06M | Sell |
24,320
-560
| -2% | -$93.4K | 0.46% | 55 |
|
2021
Q3 | $4.09M | Sell |
24,880
-1,780
| -7% | -$292K | 0.55% | 44 |
|
2021
Q2 | $4.93M | Buy |
26,660
+2,160
| +9% | +$400K | 0.72% | 38 |
|
2021
Q1 | $3.79M | Buy |
24,500
+8,420
| +52% | +$1.3M | 0.61% | 42 |
|
2020
Q4 | $2.62M | Buy |
16,080
+100
| +0.6% | +$16.3K | 0.45% | 49 |
|
2020
Q3 | $2.52M | Buy |
15,980
+100
| +0.6% | +$15.7K | 0.51% | 44 |
|
2020
Q2 | $2.19M | Buy |
15,880
+640
| +4% | +$88.3K | 0.53% | 48 |
|
2020
Q1 | $1.49K | Buy |
15,240
+80
| +0.5% | +$8 | 0.35% | 57 |
|
2019
Q4 | $1.4M | Buy |
15,160
+560
| +4% | +$51.7K | 0.29% | 80 |
|
2019
Q3 | $1.27M | Sell |
14,600
-2,000
| -12% | -$174K | 0.28% | 85 |
|
2019
Q2 | $1.57M | Sell |
16,600
-1,680
| -9% | -$159K | 0.36% | 68 |
|
2019
Q1 | $1.63M | Hold |
18,280
| – | – | 0.39% | 63 |
|
2018
Q4 | $1.37K | Buy |
18,280
+460
| +3% | +$35 | 0.33% | 68 |
|
2018
Q3 | $1.78M | Sell |
17,820
-360
| -2% | -$36K | 0.43% | 54 |
|
2018
Q2 | $1.55M | Buy |
18,180
+300
| +2% | +$25.5K | 0.4% | 61 |
|
2018
Q1 | $1.29M | Buy |
17,880
+400
| +2% | +$28.9K | 0.35% | 71 |
|
2017
Q4 | $1.02M | Buy |
17,480
+1,000
| +6% | +$58.5K | 0.27% | 87 |
|
2017
Q3 | $792K | Hold |
16,480
| – | – | 0.22% | 101 |
|
2017
Q2 | $797K | Buy |
16,480
+1,020
| +7% | +$49.3K | 0.22% | 95 |
|
2017
Q1 | $685K | Buy |
15,460
+620
| +4% | +$27.5K | 0.21% | 104 |
|
2016
Q4 | $556K | Sell |
14,840
-2,000
| -12% | -$74.9K | 0.19% | 118 |
|
2016
Q3 | $705K | Buy |
16,840
+1,600
| +10% | +$67K | 0.24% | 95 |
|
2016
Q2 | $545K | Hold |
15,240
| – | – | 0.21% | 108 |
|
2016
Q1 | $452K | Hold |
15,240
| – | – | 0.15% | 119 |
|
2015
Q4 | $515 | Buy |
15,240
+1,000
| +7% | +$34 | 0.18% | 109 |
|
2015
Q3 | $364K | Hold |
14,240
| – | – | 0.15% | 137 |
|
2015
Q2 | $309K | Hold |
14,240
| – | – | 0.12% | 153 |
|
2015
Q1 | $264 | Buy |
14,240
+240
| +2% | +$4 | 0.07% | 176 |
|
2014
Q4 | $217K | Sell |
14,000
-1,700
| -11% | -$26.4K | 0.08% | 190 |
|
2014
Q3 | $253K | Buy |
15,700
+2,820
| +22% | +$45.4K | 0.09% | 174 |
|
2014
Q2 | $209K | Sell |
12,880
-1,000
| -7% | -$16.2K | 0.08% | 200 |
|
2014
Q1 | $233K | Buy |
13,880
+140
| +1% | +$2.35K | 0.09% | 185 |
|
2013
Q4 | $273K | Hold |
13,740
| – | – | 0.11% | 169 |
|
2013
Q3 | $215K | Buy |
+13,740
| New | +$215K | 0.1% | 181 |
|