WBI Investments’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
9,694
+735
| +8% | +$161K | 0.55% | 42 |
|
|
2025
Q1 | $1.7M | Sell |
8,959
-3,684
| -29% | -$701K | 0.45% | 64 |
|
|
2024
Q4 | $2.77M | Buy |
+12,643
| New | +$2.77M | 0.69% | 37 |
|
|
2024
Q2 | – | Sell |
-10,788
| Closed | -$1.95M | – | 167 |
|
|
2024
Q1 | $1.95M | Sell |
10,788
-516
| -5% | -$93.1K | 0.4% | 66 |
|
|
2023
Q4 | $1.72M | Buy |
+11,304
| New | +$1.72M | 0.34% | 75 |
|
|
2023
Q3 | – | Sell |
-68,089
| Closed | -$8.88M | – | 184 |
|
|
2023
Q2 | $8.88M | Buy |
+68,089
| New | +$8.88M | 1.61% | 12 |
|
|
2021
Q4 | – | Sell |
-19,600
| Closed | -$3.22M | – | 179 |
|
|
2021
Q3 | $3.22M | Sell |
19,600
-2,040
| -9% | -$335K | 0.54% | 47 |
|
|
2021
Q2 | $3.72M | Buy |
+21,640
| New | +$3.72M | 0.57% | 39 |
|
|
2020
Q3 | – | Sell |
-68,040
| Closed | -$9.39M | – | 121 |
|
|
2020
Q2 | $9.39M | Buy |
+68,040
| New | +$9.39M | 1.5% | 26 |
|
|
2015
Q4 | – | Sell |
-96,120
| Closed | -$2.46M | – | 207 |
|
|
2015
Q3 | $2.46M | Buy |
+96,120
| New | +$2.46M | 0.09% | 98 |
|