Wells Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$336K | 0.04% | 50 |
|
|
2021
Q3 | $374K | Hold |
2,280
| – | – | 0.32% | 32 |
|
|
2021
Q2 | $392K | Buy |
2,280
+2,000
| +714% | +$344K | 0.33% | 32 |
|
|
2021
Q1 | $43K | Sell |
280
-2,600
| -90% | -$399K | 0.04% | 50 |
|
|
2020
Q4 | $469K | Buy |
+2,880
| New | +$469K | 0.4% | 28 |
|