Wealthspire Advisors (New York)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
177,948
+866
| +0.5% | +$190K | 0.22% | 51 |
|
|
2025
Q1 | $33.7M | Sell |
177,082
-9,753
| -5% | -$1.86M | 0.2% | 58 |
|
|
2024
Q4 | $41M | Buy |
186,835
+9,594
| +5% | +$2.1M | 0.41% | 44 |
|
|
2024
Q3 | $33M | Buy |
177,241
+21,223
| +14% | +$3.95M | 0.34% | 48 |
|
|
2024
Q2 | $30.2M | Buy |
156,018
+16,061
| +11% | +$3.1M | 0.39% | 38 |
|
|
2024
Q1 | $25.2M | Sell |
139,957
-6,247
| -4% | -$1.13M | 0.34% | 42 |
|
|
2023
Q4 | $22.2M | Buy |
146,204
+6,206
| +4% | +$943K | 0.32% | 42 |
|
|
2023
Q3 | $17.8M | Buy |
139,998
+10,176
| +8% | +$1.29M | 0.29% | 45 |
|
|
2023
Q2 | $16.9M | Buy |
129,822
+2,884
| +2% | +$376K | 0.28% | 49 |
|
|
2023
Q1 | $13.1M | Sell |
126,938
-14,523
| -10% | -$1.5M | 0.23% | 55 |
|
|
2022
Q4 | $11.9M | Buy |
141,461
+4,034
| +3% | +$339K | 0.22% | 61 |
|
|
2022
Q3 | $15.5M | Sell |
137,427
-10,092
| -7% | -$1.14M | 0.32% | 50 |
|
|
2022
Q2 | $15.7M | Buy |
147,519
+46,619
| +46% | +$4.95M | 0.33% | 48 |
|
|
2022
Q1 | $16.4M | Sell |
100,900
-16,660
| -14% | -$2.72M | 0.37% | 37 |
|
|
2021
Q4 | $19.6M | Sell |
117,560
-18,460
| -14% | -$3.08M | 0.43% | 34 |
|
|
2021
Q3 | $22.3M | Buy |
136,020
+51,100
| +60% | +$8.39M | 0.46% | 36 |
|
|
2021
Q2 | $14.6M | Sell |
84,920
-165,380
| -66% | -$28.4M | 0.38% | 34 |
|
|
2021
Q1 | $38.7M | Buy |
250,300
+109,740
| +78% | +$17M | 0.92% | 20 |
|
|
2020
Q4 | $22.9M | Buy |
140,560
+67,980
| +94% | +$11.1M | 0.68% | 26 |
|
|
2020
Q3 | $11.4M | Buy |
72,580
+5,240
| +8% | +$825K | 0.68% | 22 |
|
|
2020
Q2 | $9.29M | Sell |
67,340
-99,240
| -60% | -$13.7M | 0.65% | 24 |
|
|
2020
Q1 | $16.2M | Buy |
166,580
+131,380
| +373% | +$12.8M | 0.68% | 25 |
|
|
2019
Q4 | $3.25M | Buy |
35,200
+7,340
| +26% | +$678K | 0.24% | 29 |
|
|
2019
Q3 | $2.42M | Buy |
27,860
+21,680
| +351% | +$1.88M | 0.2% | 28 |
|
|
2019
Q2 | $585K | Buy |
+6,180
| New | +$585K | 0.05% | 44 |
|
|
2019
Q1 | – | Sell |
-5,420
| Closed | -$407K | – | 89 |
|
|
2018
Q4 | $407K | Buy |
+5,420
| New | +$407K | 0.04% | 42 |
|