Wellspring 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
Q2 | $5.9M | Buy |
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|
2025
Q1 | $4.59M | Buy |
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|
2024
Q4 | $5.29M | Sell |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $4.61M | Buy |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $917K | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.02M | Buy |
|