WealthPLAN Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
60,434
-4,622
| -7% | -$1.01M | 2.13% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
65,056
+726
| +1% | +$138K | 1.74% | 10 |
|
|
2024
Q4 | $14.1M | Sell |
64,330
-4,258
| -6% | -$934K | 2% | 10 |
|
|
2024
Q3 | $12.8M | Sell |
68,588
-12,882
| -16% | -$2.4M | 1.72% | 10 |
|
|
2024
Q2 | $15.7M | Buy |
81,470
+749
| +0.9% | +$145K | 1.69% | 9 |
|
|
2024
Q1 | $14.6M | Buy |
80,721
+3,248
| +4% | +$586K | 1.51% | 11 |
|
|
2023
Q4 | $11.8M | Buy |
77,473
+1,098
| +1% | +$167K | 1.21% | 14 |
|
|
2023
Q3 | $9.71M | Buy |
76,375
+19,226
| +34% | +$2.44M | 1.13% | 17 |
|
|
2023
Q2 | $7.45M | Sell |
57,149
-19,021
| -25% | -$2.48M | 1.05% | 17 |
|
|
2023
Q1 | $7.87M | Sell |
76,170
-38,985
| -34% | -$4.03M | 0.9% | 34 |
|
|
2022
Q4 | $11.5M | Buy |
+115,155
| New | +$11.5M | 0.8% | 46 |
|
|
2022
Q1 | $14.5M | Buy |
117,000
+9,120
| +8% | +$1.13M | 1.01% | 30 |
|
|
2021
Q4 | $16.1M | Buy |
107,880
+4,260
| +4% | +$637K | 1.06% | 22 |
|
|
2021
Q3 | $18.3M | Buy |
103,620
+2,100
| +2% | +$370K | 1.21% | 17 |
|
|
2021
Q2 | $16.7M | Buy |
101,520
+1,780
| +2% | +$293K | 1.18% | 20 |
|
|
2021
Q1 | $16.5M | Buy |
99,740
+4,960
| +5% | +$821K | 1.28% | 16 |
|
|
2020
Q4 | $15.8M | Buy |
94,780
+1,500
| +2% | +$250K | 1.34% | 16 |
|
|
2020
Q3 | $14.5M | Buy |
93,280
+7,740
| +9% | +$1.2M | 1.41% | 14 |
|
|
2020
Q2 | $13.5M | Buy |
85,540
+5,960
| +7% | +$942K | 1.4% | 14 |
|
|
2020
Q1 | $9.51M | Buy |
79,580
+11,460
| +17% | +$1.37M | 1.23% | 19 |
|
|
2019
Q4 | $7.36M | Buy |
68,120
+28,240
| +71% | +$3.05M | 0.87% | 32 |
|
|
2019
Q3 | $3.5M | Buy |
39,880
+1,620
| +4% | +$142K | 0.48% | 64 |
|
|
2019
Q2 | $3.49M | Buy |
38,260
+1,940
| +5% | +$177K | 0.53% | 58 |
|
|
2019
Q1 | $3.4M | Buy |
36,320
+1,980
| +6% | +$185K | 0.53% | 56 |
|
|
2018
Q4 | $2.76M | Sell |
34,340
-880
| -2% | -$70.8K | 0.44% | 69 |
|
|
2018
Q3 | $2.63M | Buy |
35,220
+4,960
| +16% | +$371K | 0.48% | 59 |
|
|
2018
Q2 | $2.57M | Buy |
30,260
+520
| +2% | +$44.2K | 0.53% | 56 |
|
|
2018
Q1 | $2.15M | Buy |
29,740
+2,500
| +9% | +$181K | 0.47% | 60 |
|
|
2017
Q4 | $1.59M | Buy |
27,240
+1,040
| +4% | +$60.8K | 0.43% | 66 |
|
|
2017
Q3 | $1.26M | Buy |
26,200
+40
| +0.2% | +$1.92K | 0.35% | 63 |
|
|
2017
Q2 | $1.27M | Buy |
26,160
+22,200
| +561% | +$1.07M | 0.36% | 61 |
|
|
2017
Q1 | $180K | Buy |
+3,960
| New | +$180K | 0.63% | 35 |
|
|
2016
Q3 | $1.24M | Sell |
29,780
-43,780
| -60% | -$1.83M | 0.4% | 47 |
|
|
2016
Q2 | $1.24M | Buy |
+73,560
| New | +$1.24M | 0.16% | 104 |
|
|
2015
Q4 | $675K | Buy |
+65,300
| New | +$675K | 0.11% | 133 |
|
|
2015
Q2 | $1.02M | Buy |
47,160
+27,520
| +140% | +$598K | 0.45% | 32 |
|
|
2015
Q1 | $367K | Buy |
+19,640
| New | +$367K | 0.17% | 84 |
|