Wells Trecaso Financial Group’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 | $1.64M | Sell |
7,460
-2,073
| -22% | -$469K | 0.78% | 35 |
|
|
2025
Q2 | $2.09M | Buy |
9,533
+243
| +3% | +$48.1K | 0.65% | 35 |
|
|
2025
Q1 | $1.77M | Sell |
9,290
-5
| -0.1% | -$1.08K | 0.59% | 38 |
|
|
2024
Q4 | $2.04M | Sell |
9,295
-340
| -4% | -$69.6K | 0.67% | 34 |
|
|
2024
Q3 | $1.8M | Sell |
9,635
-10
| -0.1% | -$1.82K | 0.59% | 36 |
|
|
2024
Q2 | $1.86M | Sell |
9,645
-129
| -1% | -$23.7K | 0.64% | 34 |
|
|
2024
Q1 | $1.76M | Sell |
9,774
-589
| -6% | -$98.3K | 0.62% | 33 |
|
|
2023
Q4 | $1.57M | Buy |
10,363
+38
| +0.4% | +$5.33K | 0.63% | 32 |
|
|
2023
Q3 | $1.31M | Buy |
10,325
+215
| +2% | +$28.8K | 0.58% | 37 |
|
|
2023
Q2 | $1.32M | Sell |
10,110
-160
| -2% | -$18.3K | 0.57% | 38 |
|
|
2023
Q1 | $1.06M | Sell |
10,270
-75
| -0.7% | -$7.25K | 0.49% | 40 |
|
|
2022
Q4 | $869K | Buy |
10,345
+161
| +2% | +$15.9K | 0.43% | 41 |
|
|
2022
Q3 | $1.15M | Buy |
10,184
+335
| +3% | +$42.3K | 0.63% | 39 |
|
|
2022
Q2 | $1.05M | Buy |
9,849
+189
| +2% | +$23.6K | 0.54% | 40 |
|
|
2022
Q1 | $1.57M | Buy |
9,660
+800
| +9% | +$124K | 0.7% | 31 |
|
|
2021
Q4 | $1.48M | Buy |
8,860
+60
| +0.7% | +$10.3K | 0.64% | 35 |
|
|
2021
Q3 | $1.45M | Sell |
8,800
-680
| -7% | -$117K | 0.69% | 34 |
|
|
2021
Q2 | $1.63M | Buy |
9,480
+20
| +0.2% | +$3.32K | 0.78% | 31 |
|
|
2021
Q1 | $1.46M | Buy |
9,460
+100
| +1% | +$15.9K | 0.77% | 32 |
|
|
2020
Q4 | $1.52M | Buy |
9,360
+600
| +7% | +$95.7K | 0.85% | 32 |
|
|
2020
Q3 | $1.38M | Buy |
8,760
+100
| +1% | +$15.8K | 0.88% | 30 |
|
|
2020
Q2 | $1.19M | Buy |
8,660
+1,560
| +22% | +$188K | 0.82% | 30 |
|
|
2020
Q1 | $692K | Buy |
7,100
+1,480
| +26% | +$143K | 0.62% | 36 |
|
|
2019
Q4 | $519K | Buy |
5,620
+20
| +0.4% | +$1.77K | 0.38% | 51 |
|
|
2019
Q3 | $486K | Sell |
5,600
-20
| -0.4% | -$1.85K | 0.39% | 49 |
|
|
2019
Q2 | $532K | Sell |
5,620
-180
| -3% | -$16.8K | 0.44% | 47 |
|
|
2019
Q1 | $516K | Sell |
5,800
-40
| -0.7% | -$3.33K | 0.43% | 47 |
|
|
2018
Q4 | $439K | Buy |
5,840
+1,320
| +29% | +$110K | 0.42% | 49 |
|
|
2018
Q3 | $453K | Sell |
4,520
-160
| -3% | -$15K | 0.38% | 49 |
|
|
2018
Q2 | $398K | Sell |
4,680
-20
| -0.4% | -$1.59K | 0.37% | 51 |
|
|
2018
Q1 | $340K | Buy |
4,700
+820
| +21% | +$58.6K | 0.32% | 51 |
|
|
2017
Q4 | $227K | Buy |
+3,880
| New | +$213K | 0.22% | 57 |
|
Other funds holding AMZN
Wells Trecaso Financial Group's AMZN Position: Q3 2025 in Review
Wells Trecaso Financial Group reduced its Amazon (AMZN) stake by 22% in Q3 2025, selling an estimated $469K and leaving 7,460 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #35.
Wells Trecaso Financial Group first reported a position in AMZN in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.09M in Q2 2025. 5,571 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.
- Wells Trecaso Financial Group held 7,460 shares of Amazon worth $1.64M as of Q3 2025.
- Wells Trecaso Financial Group sold 2,073 Amazon shares in Q3 2025, an estimated $469K.
- Amazon made up 0.78% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #35 holding.
- Wells Trecaso Financial Group first reported a position in Amazon in Q4 2017 and has held it in 32 quarters since.
- Wells Trecaso Financial Group's Amazon position peaked at $2.09M in Q2 2025.
- 5,571 funds tracked by Wall St. Rank held Amazon as of Q3 2025.
Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.