Wealthquest’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
14,910
+565
| +4% | +$124K | 0.26% | 24 |
|
|
2025
Q1 | $2.73M | Sell |
14,345
-622
| -4% | -$118K | 0.23% | 28 |
|
|
2024
Q4 | $3.28M | Buy |
14,967
+411
| +3% | +$90.2K | 0.27% | 27 |
|
|
2024
Q3 | $2.69M | Buy |
14,556
+588
| +4% | +$109K | 0.24% | 32 |
|
|
2024
Q2 | $2.7M | Sell |
13,968
-296
| -2% | -$57.2K | 0.29% | 30 |
|
|
2024
Q1 | $2.57M | Sell |
14,264
-504
| -3% | -$90.9K | 0.28% | 31 |
|
|
2023
Q4 | $2.24M | Sell |
14,768
-325
| -2% | -$49.4K | 0.25% | 33 |
|
|
2023
Q3 | $1.92M | Sell |
15,093
-19
| -0.1% | -$2.42K | 0.24% | 33 |
|
|
2023
Q2 | $1.97M | Buy |
15,112
+394
| +3% | +$51.4K | 0.24% | 36 |
|
|
2023
Q1 | $1.52M | Sell |
14,718
-545
| -4% | -$56.3K | 0.2% | 40 |
|
|
2022
Q4 | $1.28M | Sell |
15,263
-1,883
| -11% | -$158K | 0.17% | 43 |
|
|
2022
Q3 | $1.94M | Buy |
17,146
+11,913
| +228% | +$1.35M | 0.27% | 36 |
|
|
2022
Q2 | $1.8M | Sell |
5,233
-12,127
| -70% | -$4.18M | 0.27% | 42 |
|
|
2022
Q1 | $2.89M | Hold |
17,360
| – | – | 0.44% | 25 |
|
|
2021
Q4 | $2.89M | Buy |
17,360
+1,300
| +8% | +$217K | 0.44% | 25 |
|
|
2021
Q3 | $2.64M | Buy |
16,060
+60
| +0.4% | +$9.85K | 0.44% | 26 |
|
|
2021
Q2 | $2.75M | Buy |
16,000
+940
| +6% | +$162K | 0.47% | 28 |
|
|
2021
Q1 | $2.33M | Sell |
15,060
-460
| -3% | -$71.1K | 0.44% | 29 |
|
|
2020
Q4 | $2.53M | Buy |
15,520
+40
| +0.3% | +$6.51K | 0.54% | 21 |
|
|
2020
Q3 | $2.44M | Sell |
15,480
-60
| -0.4% | -$9.45K | 0.6% | 21 |
|
|
2020
Q2 | $2.14M | Buy |
+15,540
| New | +$2.14M | 0.55% | 24 |
|
|
2019
Q4 | $975K | Sell |
10,560
-200
| -2% | -$18.5K | 0.28% | 60 |
|
|
2019
Q3 | $933K | Sell |
10,760
-860
| -7% | -$74.6K | 0.31% | 59 |
|
|
2019
Q2 | $1.1M | Sell |
11,620
-100
| -0.9% | -$9.47K | 0.42% | 47 |
|
|
2019
Q1 | $1.04M | Buy |
11,720
+380
| +3% | +$33.8K | 0.39% | 47 |
|
|
2018
Q4 | $851K | Buy |
+11,340
| New | +$851K | 0.35% | 51 |
|