Wealthcare Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $381K | Sell |
1,737
-1,797
| -51% | -$394K | 0.04% | 57 |
|
2025
Q1 | $672K | Sell |
3,534
-20
| -0.6% | -$3.81K | 0.07% | 44 |
|
2024
Q4 | $780K | Buy |
3,554
+33
| +0.9% | +$7.24K | 0.08% | 43 |
|
2024
Q3 | $656K | Sell |
3,521
-113
| -3% | -$21.1K | 0.07% | 47 |
|
2024
Q2 | $702K | Buy |
3,634
+63
| +2% | +$12.2K | 0.07% | 45 |
|
2024
Q1 | $644K | Sell |
3,571
-226
| -6% | -$40.8K | 0.07% | 46 |
|
2023
Q4 | $577K | Buy |
3,797
+165
| +5% | +$25.1K | 0.07% | 48 |
|
2023
Q3 | $462K | Buy |
3,632
+443
| +14% | +$56.3K | 0.06% | 47 |
|
2023
Q2 | $416K | Buy |
3,189
+276
| +9% | +$36K | 0.05% | 50 |
|
2023
Q1 | $301K | Buy |
2,913
+220
| +8% | +$22.7K | 0.04% | 59 |
|
2022
Q4 | $226K | Sell |
2,693
-420
| -13% | -$35.3K | 0.03% | 70 |
|
2022
Q3 | $352K | Buy |
3,113
+310
| +11% | +$35.1K | 0.04% | 52 |
|
2022
Q2 | $298K | Sell |
2,803
-2,017
| -42% | -$214K | 0.03% | 57 |
|
2022
Q1 | $786K | Buy |
4,820
+2,100
| +77% | +$342K | 0.08% | 39 |
|
2021
Q4 | $453K | Buy |
2,720
+60
| +2% | +$9.99K | 0.04% | 60 |
|
2021
Q3 | $437K | Buy |
2,660
+20
| +0.8% | +$3.29K | 0.04% | 56 |
|
2021
Q2 | $454K | Buy |
2,640
+60
| +2% | +$10.3K | 0.04% | 52 |
|
2021
Q1 | $399K | Sell |
2,580
-80
| -3% | -$12.4K | 0.04% | 49 |
|
2020
Q4 | $433K | Buy |
2,660
+280
| +12% | +$45.6K | 0.05% | 44 |
|
2020
Q3 | $375K | Buy |
2,380
+220
| +10% | +$34.7K | 0.04% | 45 |
|
2020
Q2 | $298K | Buy |
2,160
+720
| +50% | +$99.3K | 0.04% | 45 |
|
2020
Q1 | $140K | Sell |
1,440
-980
| -40% | -$95.3K | 0.02% | 57 |
|
2019
Q4 | $224K | Buy |
2,420
+560
| +30% | +$51.8K | 0.03% | 51 |
|
2019
Q3 | $161K | Buy |
1,860
+480
| +35% | +$41.5K | 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% | +$27.1K | 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% | -$4.81K | 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% | +$11.1K | 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% | -$23K | ﹤0.01% | 156 |
|
2015
Q1 | $35K | Buy |
1,900
+1,040
| +121% | +$19.2K | ﹤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 | +$14K | ﹤0.01% | 114 |
|