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AMZN icon

WealthOne’s Amazon AMZN Stock Holding History

WealthOne’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.07M Sell
8,406
-339
-4% -$45.4K 0.43% 32
2023
Q2 		$1.14M Buy
8,745
+223
+3% +$25.5K 0.42% 34
2023
Q1 		$880K Buy
8,522
+1,314
+18% +$127K 0.34% 34
2022
Q4 		$605K Sell
7,208
-6,472
-47% -$639K 0.25% 46
2022
Q3 		$1.55M Sell
13,680
-216
-2% -$27.3K 0.67% 25
2022
Q2 		$1.48M Sell
13,896
-104
-0.7% -$13K 0.6% 27
2022
Q1 		$2.28M Sell
14,000
-320
-2% -$49.4K 0.8% 22
2021
Q4 		$2.39M Buy
14,320
+420
+3% +$71.9K 0.82% 23
2021
Q3 		$2.28M Sell
13,900
-640
-4% -$110K 0.86% 22
2021
Q2 		$2.5M Sell
14,540
-60
-0.4% -$9.97K 0.98% 21
2021
Q1 		$2.26M Sell
14,600
-200
-1% -$31.7K 0.97% 20
2020
Q4 		$2.41M Buy
14,800
+1,980
+15% +$316K 1.16% 17
2020
Q3 		$2.02M Buy
12,820
+820
+7% +$129K 1.14% 18
2020
Q2 		$1.66M Buy
12,000
+3,580
+43% +$432K 1.02% 19
2020
Q1 		$821K Sell
8,420
-8,820
-51% -$854K 0.63% 25
2019
Q4 		$1.59M Buy
17,240
+4,080
+31% +$361K 0.99% 17
2019
Q3 		$1.14M Buy
13,160
+1,980
+18% +$184K 0.82% 20
2019
Q2 		$1.06M Buy
11,180
+260
+2% +$24.2K 0.75% 22
2019
Q1 		$972K Sell
10,920
-100
-0.9% -$8.32K 1.1% 17
2018
Q4 		$828K Buy
+11,020
New +$916K 0.73% 21

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM