WealthPlan Investment 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 | $18.1M | Buy |
82,352
+14,966
| +22% | +$3.28M | 1.32% | 16 |
|
|
2025
Q1 | $12.8M | Buy |
67,386
+1,675
| +3% | +$319K | 1.26% | 18 |
|
|
2024
Q4 | $14.4M | Sell |
65,711
-2,360
| -3% | -$518K | 1.42% | 14 |
|
|
2024
Q3 | $12.7M | Buy |
68,071
+20,881
| +44% | +$3.89M | 1.28% | 19 |
|
|
2024
Q2 | $9.12M | Buy |
47,190
+255
| +0.5% | +$49.3K | 1.38% | 25 |
|
|
2024
Q1 | $8.47M | Buy |
46,935
+822
| +2% | +$148K | 1.29% | 30 |
|
|
2023
Q4 | $7.01M | Buy |
46,113
+219
| +0.5% | +$33.3K | 1.12% | 35 |
|
|
2023
Q3 | $5.83M | Buy |
45,894
+25,876
| +129% | +$3.29M | 1.03% | 43 |
|
|
2023
Q2 | $2.61M | Sell |
20,018
-23,356
| -54% | -$3.04M | 0.78% | 52 |
|
|
2023
Q1 | $4.48M | Sell |
43,374
-70,627
| -62% | -$7.3M | 0.77% | 49 |
|
|
2022
Q4 | $11.3M | Sell |
114,001
-515
| -0.4% | -$51.3K | 0.79% | 46 |
|
|
2022
Q3 | $10.1M | Buy |
+114,516
| New | +$10.1M | 0.74% | 48 |
|
|
2022
Q1 | $14.5M | Buy |
+117,000
| New | +$14.5M | 1.01% | 30 |
|