WESPAC Advisors SoCal’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
55,423
+1,129
| +2% | +$249K | 2.45% | 11 |
|
|
2025
Q4 | $12.5M | Buy |
54,294
+2,416
| +5% | +$553K | 2.53% | 8 |
|
|
2025
Q3 | $11.4M | Sell |
51,878
-942
| -2% | -$213K | 2.31% | 15 |
|
|
2025
Q2 | $11.6M | Buy |
52,820
+127
| +0.2% | +$25.1K | 2.59% | 11 |
|
|
2025
Q1 | $10M | Sell |
52,693
-23,520
| -31% | -$5.1M | 2.61% | 12 |
|
|
2024
Q4 | $16.7M | Sell |
76,213
-8,355
| -10% | -$1.71M | 3.78% | 6 |
|
|
2024
Q3 | $15.8M | Sell |
84,568
-6,210
| -7% | -$1.13M | 3.64% | 7 |
|
|
2024
Q2 | $17.5M | Sell |
90,778
-2,786
| -3% | -$512K | 4.41% | 4 |
|
|
2024
Q1 | $16.9M | Buy |
93,564
+2,298
| +3% | +$384K | 4.42% | 4 |
|
|
2023
Q4 | $13.9M | Buy |
91,266
+68,152
| +295% | +$9.55M | 4.04% | 4 |
|
|
2023
Q3 | $2.94M | Buy |
23,114
+346
| +2% | +$46.4K | 0.99% | 37 |
|
|
2023
Q2 | $2.97M | Sell |
22,768
-4,560
| -17% | -$521K | 1.02% | 33 |
|
|
2023
Q1 | $2.82M | Sell |
27,328
-355
| -1% | -$34.3K | 0.97% | 35 |
|
|
2022
Q4 | $2.33M | Sell |
27,683
-3,257
| -11% | -$322K | 0.86% | 34 |
|
|
2022
Q3 | $3.17M | Sell |
30,940
-59,704
| -66% | -$7.55M | 1.32% | 29 |
|
|
2022
Q2 | $9.63M | Sell |
90,644
-176
| -0.2% | -$22K | 3.68% | 6 |
|
|
2022
Q1 | $14.8M | Buy |
90,820
+740
| +0.8% | +$114K | 4.57% | 3 |
|
|
2021
Q4 | $13.6M | Buy |
90,080
+13,060
| +17% | +$2.24M | 4.16% | 3 |
|
|
2021
Q3 | $12.4M | Buy |
77,020
+1,900
| +3% | +$328K | 4.05% | 4 |
|
|
2021
Q2 | $12.9M | Buy |
75,120
+5,840
| +8% | +$971K | 4.29% | 3 |
|
|
2021
Q1 | $10.7M | Sell |
69,280
-260
| -0.4% | -$41.2K | 4.2% | 4 |
|
|
2020
Q4 | $11.3M | Buy |
69,540
+10,560
| +18% | +$1.69M | 4.49% | 3 |
|
|
2020
Q3 | $9.69M | Sell |
58,980
-80
| -0.1% | -$12.6K | 4.61% | 4 |
|
|
2020
Q2 | $9.45M | Buy |
59,060
+420
| +0.7% | +$50.7K | 4.38% | 5 |
|
|
2020
Q1 | $6.96M | Buy |
58,640
+34,900
| +147% | +$3.38M | 3.86% | 7 |
|
|
2019
Q4 | $2.19M | Sell |
23,740
-520
| -2% | -$46K | 1.04% | 26 |
|
|
2019
Q3 | $2.11M | Sell |
24,260
-1,720
| -7% | -$159K | 1.04% | 27 |
|
|
2019
Q2 | $2.46M | Buy |
25,980
+940
| +4% | +$87.6K | 1.31% | 26 |
|
|
2019
Q1 | $2.23M | Buy |
25,040
+400
| +2% | +$33.3K | 1.23% | 25 |
|
|
2018
Q4 | $1.85M | Buy |
24,640
+1,000
| +4% | +$83.1K | 1.17% | 25 |
|
|
2018
Q3 | $2.37M | Sell |
23,640
-280
| -1% | -$26.3K | 1.19% | 29 |
|
|
2018
Q2 | $2.03M | Sell |
23,920
-260
| -1% | -$20.6K | 1.17% | 29 |
|
|
2018
Q1 | $1.75M | Buy |
24,180
+800
| +3% | +$57.2K | 1.01% | 29 |
|
|
2017
Q4 | $1.37M | Hold |
23,380
| – | – | 0.78% | 31 |
|
|
2017
Q3 | $1.12M | Buy |
23,380
+5,500
| +31% | +$270K | 0.67% | 31 |
|
|
2017
Q2 | $865K | Buy |
17,880
+500
| +3% | +$23.9K | 0.55% | 34 |
|
|
2017
Q1 | $770K | Buy |
17,380
+740
| +4% | +$30.8K | 0.48% | 36 |
|
|
2016
Q4 | $624K | Buy |
16,640
+12,960
| +352% | +$508K | 0.4% | 38 |
|
|
2016
Q3 | $154K | Buy |
3,680
+180
| +5% | +$6.89K | 0.1% | 87 |
|
|
2016
Q2 | $125K | Sell |
3,500
-160
| -4% | -$5.41K | 0.08% | 91 |
|
|
2016
Q1 | $109K | Sell |
3,660
-4,500
| -55% | -$128K | 0.08% | 87 |
|
|
2015
Q4 | $275K | Buy |
+8,160
| New | +$257K | 0.18% | 72 |
|
Other funds holding AMZN
VCM
VPM
