Wealthcare Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312K Sell
1,309
-33
-2% -$8.28K 0.03% 83
2026
Q1
$279K Sell
1,342
-9
-0.7% -$1.98K 0.03% 81
2025
Q4
$312K Sell
1,351
-57
-4% -$13K 0.03% 74
2025
Q3
$309K Sell
1,408
-329
-19% -$74.5K 0.03% 73
2025
Q2
$381K Sell
1,737
-1,797
-51% -$356K 0.04% 57
2025
Q1
$672K Sell
3,534
-20
-0.6% -$4.34K 0.07% 44
2024
Q4
$780K Buy
3,554
+33
+0.9% +$6.75K 0.08% 43
2024
Q3
$656K Sell
3,521
-113
-3% -$20.6K 0.07% 47
2024
Q2
$702K Buy
3,634
+63
+2% +$11.6K 0.07% 45
2024
Q1
$644K Sell
3,571
-226
-6% -$37.7K 0.07% 46
2023
Q4
$577K Buy
3,797
+165
+5% +$23.1K 0.07% 48
2023
Q3
$462K Buy
3,632
+443
+14% +$59.4K 0.06% 47
2023
Q2
$416K Buy
3,189
+276
+9% +$31.5K 0.05% 50
2023
Q1
$301K Buy
2,913
+220
+8% +$21.3K 0.04% 59
2022
Q4
$226K Sell
2,693
-420
-13% -$41.5K 0.03% 70
2022
Q3
$352K Buy
3,113
+310
+11% +$39.2K 0.04% 52
2022
Q2
$298K Sell
2,803
-2,017
-42% -$252K 0.03% 57
2022
Q1
$786K Buy
4,820
+2,100
+77% +$324K 0.08% 39
2021
Q4
$453K Buy
2,720
+60
+2% +$10.3K 0.04% 60
2021
Q3
$437K Buy
2,660
+20
+0.8% +$3.45K 0.04% 56
2021
Q2
$454K Buy
2,640
+60
+2% +$9.97K 0.04% 52
2021
Q1
$399K Sell
2,580
-80
-3% -$12.7K 0.04% 49
2020
Q4
$433K Buy
2,660
+280
+12% +$44.7K 0.05% 44
2020
Q3
$375K Buy
2,380
+220
+10% +$34.7K 0.04% 45
2020
Q2
$298K Buy
2,160
+720
+50% +$87K 0.04% 45
2020
Q1
$140K Sell
1,440
-980
-40% -$94.9K 0.02% 57
2019
Q4
$224K Buy
2,420
+560
+30% +$49.6K 0.03% 51
2019
Q3
$161K Buy
1,860
+480
+35% +$44.5K 0.02% 61
2019
Q2
$131K Hold
1,380
0.02% 66
2019
Q1
$123K Hold
1,380
0.02% 68
2018
Q4
$104K Hold
1,380
0.02% 68
2018
Q3
$138K Hold
1,380
0.02% 57
2018
Q2
$117K Buy
1,380
+320
+30% +$25.4K 0.01% 60
2018
Q1
$77K Hold
1,060
0.01% 72
2017
Q4
$62K Hold
1,060
0.01% 78
2017
Q3
$51K Sell
1,060
-100
-9% -$4.91K 0.01% 78
2017
Q2
$56K Hold
1,160
0.01% 78
2017
Q1
$51K Hold
1,160
0.01% 80
2016
Q4
$43K Buy
1,160
+300
+35% +$11.8K 0.01% 82
2016
Q3
$36K Hold
860
﹤0.01% 86
2016
Q2
$31K Hold
860
﹤0.01% 86
2016
Q1
$26K Hold
860
﹤0.01% 102
2015
Q4
$29K Hold
860
﹤0.01% 103
2015
Q3
$22K Hold
860
﹤0.01% 125
2015
Q2
$19K Sell
860
-1,040
-55% -$21.7K ﹤0.01% 156
2015
Q1
$35K Buy
1,900
+1,040
+121% +$18.3K ﹤0.01% 315
2014
Q4
$13K Hold
860
﹤0.01% 123
2014
Q3
$14K Hold
860
﹤0.01% 121
2014
Q2
$14K Hold
860
﹤0.01% 115
2014
Q1
$14K Buy
+860
New +$16K ﹤0.01% 114

Other funds holding AMZN

Wealthcare Capital Management's AMZN Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Amazon (AMZN) stake by 2.5% in Q2 2026, selling an estimated $8.28K and leaving 1,309 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #83.

Wealthcare Capital Management first reported a position in AMZN in Q1 2014 and has held it in 50 quarters since. The position peaked at $786K in Q1 2022. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealthcare Capital Management held 1,309 shares of Amazon worth $312K as of Q2 2026.
  • Wealthcare Capital Management sold 33 Amazon shares in Q2 2026, an estimated $8.28K.
  • Amazon made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #83 holding.
  • Wealthcare Capital Management first reported a position in Amazon in Q1 2014 and has held it in 50 quarters since.
  • Wealthcare Capital Management's Amazon position peaked at $786K in Q1 2022.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.