Wells Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.5K | Hold |
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|
2025
Q2 | $61.4K | Hold |
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|
2025
Q1 | $53.3K | Hold |
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|
2024
Q4 | $61.4K | Hold |
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|
2024
Q3 | $52.2K | Hold |
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|
2024
Q2 | $54.1K | Hold |
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|
2024
Q1 | $50.5K | Hold |
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|
2023
Q4 | $42.5K | Hold |
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|
2023
Q3 | $35.6K | Hold |
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|
2023
Q2 | $36.5K | Hold |
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|
2023
Q1 | $28.9K | Hold |
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|
2022
Q4 | $23.5K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $43K | Sell |
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|
2020
Q4 | $469K | Buy |
|