Wealthstreet Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $228K | Hold |
1,400
| – | – | 6.14% | 2 |
|
|
2021
Q4 | $233K | Hold |
1,400
| – | – | 5.75% | 3 |
|
|
2021
Q3 | $230K | Sell |
1,400
-2,620
| -65% | -$430K | 6.35% | 2 |
|
|
2021
Q2 | $692K | Sell |
4,020
-136,760
| -97% | -$23.5M | 3.59% | 8 |
|
|
2021
Q1 | $21.8M | Sell |
140,780
-5,880
| -4% | -$910K | 2.12% | 8 |
|
|
2020
Q4 | $23.9M | Buy |
146,660
+360
| +0.2% | +$58.6K | 2.42% | 4 |
|
|
2020
Q3 | $23M | Sell |
146,300
-1,280
| -0.9% | -$202K | 2.57% | 6 |
|
|
2020
Q2 | $20.4M | Sell |
147,580
-480
| -0.3% | -$66.2K | 2.49% | 6 |
|
|
2020
Q1 | $14.4M | Buy |
148,060
+10,900
| +8% | +$1.06M | 2.13% | 8 |
|
|
2019
Q4 | $12.7M | Buy |
137,160
+7,040
| +5% | +$650K | 1.48% | 17 |
|
|
2019
Q3 | $11.5M | Buy |
130,120
+12,700
| +11% | +$1.12M | 1.47% | 17 |
|
|
2019
Q2 | $11.1M | Buy |
117,420
+4,080
| +4% | +$386K | 1.44% | 17 |
|
|
2019
Q1 | $10.1M | Buy |
113,340
+5,760
| +5% | +$513K | 1.33% | 18 |
|
|
2018
Q4 | $8.81M | Buy |
107,580
+14,120
| +15% | +$1.16M | 1.24% | 18 |
|
|
2018
Q3 | $9.36M | Buy |
93,460
+600
| +0.6% | +$60.1K | 1.15% | 20 |
|
|
2018
Q2 | $7.89M | Buy |
92,860
+1,800
| +2% | +$153K | 1.04% | 21 |
|
|
2018
Q1 | $6.59M | Buy |
91,060
+1,700
| +2% | +$123K | 0.83% | 29 |
|
|
2017
Q4 | $5.23M | Buy |
+89,360
| New | +$5.23M | 0.63% | 38 |
|