Welch Capital Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-38,500
| Closed | -$4.35M | – | 32 |
|
|
2022
Q3 | $4.35M | Hold |
38,500
| – | – | 1.43% | 11 |
|
|
2022
Q2 | $4.09M | Sell |
38,500
-320
| -0.8% | -$34K | 1.26% | 13 |
|
|
2022
Q1 | $6.33M | Hold |
38,820
| – | – | 1.53% | 13 |
|
|
2021
Q4 | $6.47M | Buy |
38,820
+2,680
| +7% | +$447K | 1.42% | 13 |
|
|
2021
Q3 | $5.94M | Hold |
36,140
| – | – | 1.44% | 11 |
|
|
2021
Q2 | $6.22M | Buy |
36,140
+11,340
| +46% | +$1.95M | 1.46% | 12 |
|
|
2021
Q1 | $3.84M | Buy |
24,800
+11,320
| +84% | +$1.75M | 1% | 14 |
|
|
2020
Q4 | $2.2M | Hold |
13,480
| – | – | 0.61% | 16 |
|
|
2020
Q3 | $2.12M | Hold |
13,480
| – | – | 0.65% | 15 |
|
|
2020
Q2 | $1.86M | Hold |
13,480
| – | – | 0.61% | 17 |
|
|
2020
Q1 | $1.31M | Buy |
+13,480
| New | +$1.31M | 0.52% | 17 |
|