Wescott Financial Advisory Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
3,998
+231
| +6% | +$50.7K | 0.08% | 94 |
|
|
2025
Q1 | $717K | Buy |
3,767
+119
| +3% | +$22.6K | 0.07% | 95 |
|
|
2024
Q4 | $800K | Buy |
3,648
+1,339
| +58% | +$294K | 0.08% | 95 |
|
|
2024
Q3 | $430K | Buy |
2,309
+113
| +5% | +$21.1K | 0.05% | 128 |
|
|
2024
Q2 | $424K | Sell |
2,196
-1,579
| -42% | -$305K | 0.05% | 120 |
|
|
2024
Q1 | $681K | Sell |
3,775
-411
| -10% | -$74.1K | 0.08% | 93 |
|
|
2023
Q4 | $636K | Sell |
4,186
-318
| -7% | -$48.3K | 0.09% | 89 |
|
|
2023
Q3 | $573K | Buy |
4,504
+90
| +2% | +$11.4K | 0.1% | 88 |
|
|
2023
Q2 | $575K | Buy |
4,414
+602
| +16% | +$78.5K | 0.1% | 90 |
|
|
2023
Q1 | $394K | Buy |
3,812
+486
| +15% | +$50.2K | 0.09% | 108 |
|
|
2022
Q4 | $279K | Sell |
3,326
-750
| -18% | -$63K | 0.06% | 127 |
|
|
2022
Q3 | $461K | Buy |
4,076
+496
| +14% | +$56.1K | 0.13% | 89 |
|
|
2022
Q2 | $380K | Sell |
3,580
-20
| -0.6% | -$2.12K | 0.1% | 92 |
|
|
2022
Q1 | $587K | Buy |
3,600
+360
| +11% | +$58.7K | 0.15% | 74 |
|
|
2021
Q4 | $540K | Sell |
3,240
-980
| -23% | -$163K | 0.28% | 39 |
|
|
2021
Q3 | $693K | Buy |
4,220
+100
| +2% | +$16.4K | 0.39% | 30 |
|
|
2021
Q2 | $748K | Buy |
4,120
+900
| +28% | +$163K | 0.44% | 28 |
|
|
2021
Q1 | $498K | Hold |
3,220
| – | – | 0.32% | 34 |
|
|
2020
Q4 | $524K | Buy |
+3,220
| New | +$524K | 0.37% | 28 |
|