Wellspring 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 | $5.9M | Buy |
26,894
+2,766
| +11% | +$607K | 0.59% | 28 |
|
|
2025
Q1 | $4.59M | Buy |
24,128
+42
| +0.2% | +$7.99K | 0.51% | 26 |
|
|
2024
Q4 | $5.29M | Sell |
24,086
-42,119
| -64% | -$9.24M | 0.55% | 25 |
|
|
2024
Q3 | $3.83M | Buy |
66,205
+42,368
| +178% | +$2.45M | 0.46% | 30 |
|
|
2024
Q2 | $4.61M | Buy |
23,837
+9,029
| +61% | +$1.74M | 0.63% | 25 |
|
|
2024
Q1 | $2.67M | Buy |
14,808
+1,046
| +8% | +$189K | 0.42% | 34 |
|
|
2023
Q4 | $2.09M | Buy |
13,762
+1,474
| +12% | +$224K | 0.52% | 36 |
|
|
2023
Q3 | $1.56M | Buy |
12,288
+2,567
| +26% | +$326K | 0.46% | 39 |
|
|
2023
Q2 | $1.27M | Sell |
9,721
-95
| -1% | -$12.4K | 0.36% | 43 |
|
|
2023
Q1 | $1.01M | Sell |
9,816
-1,097
| -10% | -$113K | 0.3% | 47 |
|
|
2022
Q4 | $917K | Buy |
10,913
+564
| +5% | +$47.4K | 0.31% | 46 |
|
|
2022
Q3 | $1.17M | Sell |
10,349
-288
| -3% | -$32.6K | 0.43% | 38 |
|
|
2022
Q2 | $1.19M | Sell |
10,637
-223
| -2% | -$24.8K | 0.41% | 36 |
|
|
2022
Q1 | $1.77M | Buy |
10,860
+560
| +5% | +$91.3K | 0.52% | 33 |
|
|
2021
Q4 | $1.72M | Sell |
10,300
-40
| -0.4% | -$6.67K | 0.48% | 35 |
|
|
2021
Q3 | $1.7M | Buy |
10,340
+180
| +2% | +$29.5K | 0.51% | 34 |
|
|
2021
Q2 | $1.75M | Sell |
10,160
-340
| -3% | -$58.5K | 0.55% | 33 |
|
|
2021
Q1 | $1.02M | Buy |
10,500
+140
| +1% | +$13.7K | 0.49% | 31 |
|
|
2020
Q4 | $1.69M | Buy |
10,360
+240
| +2% | +$39.1K | 0.59% | 31 |
|
|
2020
Q3 | $1.59M | Sell |
10,120
-400
| -4% | -$63K | 0.62% | 31 |
|
|
2020
Q2 | $1.45M | Buy |
10,520
+20
| +0.2% | +$2.76K | 0.6% | 29 |
|
|
2020
Q1 | $1.02M | Buy |
+10,500
| New | +$1.02M | 0.49% | 31 |
|