Wells Financial Advisors’s Amazon AMZN Stock Holding History

Wells Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-280	Closed	-$61.5K	–	73
2025 Q3	$61.5K	Hold	280	–	–	0.08%	55
2025 Q2	$61.4K	Hold	280	–	–	0.08%	55
2025 Q1	$53.3K	Hold	280	–	–	0.07%	58
2024 Q4	$61.4K	Hold	280	–	–	0.08%	59
2024 Q3	$52.2K	Hold	280	–	–	0.07%	59
2024 Q2	$54.1K	Hold	280	–	–	0.04%	67
2024 Q1	$50.5K	Hold	280	–	–	0.03%	56
2023 Q4	$42.5K	Hold	280	–	–	0.03%	52
2023 Q3	$35.6K	Hold	280	–	–	0.03%	53
2023 Q2	$36.5K	Hold	280	–	–	0.03%	53
2023 Q1	$28.9K	Hold	280	–	–	0.02%	55
2022 Q4	$23.5K	Hold	280	–	–	0.02%	53
2022 Q3	$32K	Hold	280	–	–	0.03%	56
2022 Q2	$30K	Hold	280	–	–	0.03%	49
2022 Q1	$46K	Hold	280	–	–	0.04%	47
2021 Q4	$47K	Sell	280 -2,000	-88%	-$342K	0.04%	50
2021 Q3	$374K	Hold	2,280	–	–	0.32%	32
2021 Q2	$392K	Buy	2,280 +2,000	+714%	+$332K	0.33%	32
2021 Q1	$43K	Sell	280 -2,600	-90%	-$412K	0.04%	50
2020 Q4	$469K	Buy	+2,880	New	+$460K	0.4%	28

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Financial Advisors's AMZN Position: Q4 2025 in Review

Wells Financial Advisors sold out of Amazon (AMZN) in Q4 2025, closing a stake of 280 shares — an estimated $61.5K sold.

Wells Financial Advisors first reported a position in AMZN in Q4 2020 and held it in 20 quarters. The position peaked at $469K in Q4 2020. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

Wells Financial Advisors reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
Wells Financial Advisors sold 280 Amazon shares in Q4 2025, an estimated $61.5K.
Wells Financial Advisors first reported a position in Amazon in Q4 2020 and held it in 20 quarters.
Wells Financial Advisors's Amazon position peaked at $469K in Q4 2020.
6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Wells Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.