Wealth Management Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.42M | Sell |
30,817
-691
| -2% | -$152K | 1.83% | 11 |
|
|
2025
Q4 | $7.27M | Buy |
31,508
+89
| +0.3% | +$20.4K | 2.08% | 11 |
|
|
2025
Q3 | $6.9M | Sell |
31,419
-1,710
| -5% | -$387K | 2.19% | 10 |
|
|
2025
Q2 | $7.4M | Buy |
33,129
+264
| +0.8% | +$52.2K | 2.62% | 9 |
|
|
2025
Q1 | $6.25M | Buy |
32,865
+139
| +0.4% | +$30.2K | 2.9% | 8 |
|
|
2024
Q4 | $7.18M | Buy |
32,726
+2,806
| +9% | +$574K | 3.1% | 8 |
|
|
2024
Q3 | $5.57M | Buy |
29,920
+239
| +0.8% | +$43.6K | 2.58% | 10 |
|
|
2024
Q2 | $5.74M | Buy |
29,681
+965
| +3% | +$177K | 2.79% | 9 |
|
|
2024
Q1 | $5.18M | Sell |
28,716
-366
| -1% | -$61.1K | 2.63% | 10 |
|
|
2023
Q4 | $4.42M | Sell |
29,082
-63
| -0.2% | -$8.83K | 2.46% | 10 |
|
|
2023
Q3 | $3.7M | Buy |
29,145
+1,353
| +5% | +$181K | 2.31% | 12 |
|
|
2023
Q2 | $3.62M | Buy |
27,792
+1,068
| +4% | +$122K | 2.28% | 11 |
|
|
2023
Q1 | $2.76M | Buy |
26,724
+2,724
| +11% | +$263K | 1.93% | 14 |
|
|
2022
Q4 | $1.98M | Buy |
24,000
+1,000
| +4% | +$98.8K | 1.65% | 17 |
|
|
2022
Q3 | $2.65M | Buy |
23,000
+2,000
| +10% | +$253K | 2.33% | 12 |
|
|
2022
Q2 | $2.18M | Buy |
21,000
+5,000
| +31% | +$626K | 1.9% | 15 |
|
|
2022
Q1 | $2.63M | Sell |
16,000
-4,000
| -20% | -$618K | 1.88% | 15 |
|
|
2021
Q4 | $2.27M | Buy |
20,000
+6,200
| +45% | +$1.06M | 1.56% | 17 |
|
|
2021
Q3 | $2.27M | Sell |
13,800
-1,020
| -7% | -$176K | 1.68% | 16 |
|
|
2021
Q2 | $2.55M | Buy |
14,820
+380
| +3% | +$63.2K | 1.78% | 14 |
|
|
2021
Q1 | $2.37M | Buy |
14,440
+660
| +5% | +$105K | 1.77% | 14 |
|
|
2020
Q4 | $2.29M | Buy |
+13,780
| New | +$2.2M | 1.8% | 13 |
|
Other funds holding AMZN
VCM
VPM
