Wealthspan 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 | $890K | Buy |
4,058
+288
| +8% | +$63.2K | 0.37% | 46 |
|
2025
Q1 | $717K | Buy |
3,770
+24
| +0.6% | +$4.57K | 0.33% | 51 |
|
2024
Q4 | $822K | Buy |
3,746
+159
| +4% | +$34.9K | 0.39% | 42 |
|
2024
Q3 | $668K | Buy |
3,587
+20
| +0.6% | +$3.73K | 0.33% | 53 |
|
2024
Q2 | $689K | Buy |
3,567
+1
| +0% | +$193 | 0.38% | 48 |
|
2024
Q1 | $643K | Buy |
3,566
+103
| +3% | +$18.6K | 0.38% | 49 |
|
2023
Q4 | $526K | Buy |
3,463
+15
| +0.4% | +$2.28K | 0.37% | 44 |
|
2023
Q3 | $438K | Sell |
3,448
-20
| -0.6% | -$2.54K | 0.35% | 51 |
|
2023
Q2 | $452K | Sell |
3,468
-138
| -4% | -$18K | 0.36% | 45 |
|
2023
Q1 | $372K | Sell |
3,606
-461
| -11% | -$47.6K | 0.32% | 54 |
|
2022
Q4 | $342K | Sell |
4,067
-130
| -3% | -$10.9K | 0.31% | 55 |
|
2022
Q3 | $474K | Buy |
4,197
+28
| +0.7% | +$3.16K | 0.49% | 37 |
|
2022
Q2 | $443K | Sell |
4,169
-271
| -6% | -$28.8K | 0.46% | 38 |
|
2022
Q1 | $724K | Buy |
4,440
+80
| +2% | +$13K | 0.66% | 27 |
|
2021
Q4 | $727K | Buy |
+4,360
| New | +$727K | 0.64% | 27 |
|