Wescott Financial Advisory 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
$834K Sell
2025
Q2
$877K Buy
2025
Q1
$717K Buy
2024
Q4
$800K Buy
2024
Q3
$430K Buy
2024
Q2
$424K Sell
2024
Q1
$681K Sell
2023
Q4
$636K Sell
2023
Q3
$573K Buy
2023
Q2
$575K Buy
2023
Q1
$394K Buy
2022
Q4
$279K Sell
2022
Q3
$461K Buy
2022
Q2
$380K Sell
2022
Q1
$587K Buy
2021
Q4
$540K Sell
2021
Q3
$693K Buy
2021
Q2
$748K Buy
2021
Q1
$498K Hold
2020
Q4
$524K Buy