WESPAC 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 | $617K | Sell |
2,813
-584
| -17% | -$128K | 0.43% | 95 |
|
2025
Q1 | $646K | Buy |
3,397
+357
| +12% | +$67.9K | 0.53% | 82 |
|
2024
Q4 | $667K | Hold |
3,040
| – | – | 0.49% | 83 |
|
2024
Q3 | $566K | Buy |
3,040
+354
| +13% | +$66K | 0.42% | 85 |
|
2024
Q2 | $519K | Sell |
2,686
-426
| -14% | -$82.3K | 0.41% | 87 |
|
2024
Q1 | $561K | Sell |
3,112
-320
| -9% | -$57.7K | 0.33% | 100 |
|
2023
Q4 | $521K | Buy |
3,432
+395
| +13% | +$60K | 0.36% | 89 |
|
2023
Q3 | $386K | Sell |
3,037
-80
| -3% | -$10.2K | 0.29% | 97 |
|
2023
Q2 | $406K | Hold |
3,117
| – | – | 0.33% | 86 |
|
2023
Q1 | $322K | Buy |
+3,117
| New | +$322K | 0.3% | 84 |
|
2022
Q4 | – | Sell |
-25,121
| Closed | -$2.84M | – | 65 |
|
2022
Q3 | $2.84M | Sell |
25,121
-25,910
| -51% | -$2.93M | 3.82% | 3 |
|
2022
Q2 | $5.42M | Buy |
51,031
+45,711
| +859% | +$4.85M | 4.13% | 5 |
|
2022
Q1 | $867K | Buy |
5,320
+940
| +21% | +$153K | 0.94% | 47 |
|
2021
Q4 | $730K | Sell |
4,380
-2,780
| -39% | -$463K | 0.49% | 79 |
|
2021
Q3 | $1.18M | Buy |
7,160
+4,000
| +127% | +$657K | 0.73% | 55 |
|
2021
Q2 | $544K | Sell |
3,160
-3,720
| -54% | -$640K | 1.04% | 46 |
|
2021
Q1 | $1.06M | Sell |
6,880
-2,140
| -24% | -$331K | 0.8% | 52 |
|
2020
Q4 | $1.47M | Buy |
9,020
+5,680
| +170% | +$925K | 1.13% | 31 |
|
2020
Q3 | $526K | Sell |
3,340
-1,860
| -36% | -$293K | 0.65% | 60 |
|
2020
Q2 | $717K | Sell |
5,200
-240
| -4% | -$33.1K | 0.81% | 49 |
|
2020
Q1 | $530K | Buy |
5,440
+1,500
| +38% | +$146K | 1.27% | 26 |
|
2019
Q4 | $364K | Buy |
3,940
+20
| +0.5% | +$1.85K | 0.36% | 75 |
|
2019
Q3 | $340K | Sell |
3,920
-2,320
| -37% | -$201K | 0.34% | 73 |
|
2019
Q2 | $591K | Sell |
6,240
-35,500
| -85% | -$3.36M | 0.44% | 61 |
|
2019
Q1 | $548K | Buy |
41,740
+35,500
| +569% | +$466K | 0.38% | 70 |
|
2018
Q4 | $469K | Buy |
6,240
+740
| +13% | +$55.6K | 0.45% | 58 |
|
2018
Q3 | $551K | Buy |
5,500
+2,420
| +79% | +$242K | 0.32% | 92 |
|
2018
Q2 | $262K | Sell |
3,080
-800
| -21% | -$68.1K | 0.27% | 90 |
|
2018
Q1 | $281K | Buy |
+3,880
| New | +$281K | 0.17% | 110 |
|
2016
Q4 | – | Sell |
-12,820
| Closed | -$537K | – | 109 |
|
2016
Q3 | $537K | Sell |
12,820
-4,160
| -24% | -$174K | 0.61% | 59 |
|
2016
Q2 | $608K | Buy |
+16,980
| New | +$608K | 0.63% | 64 |
|
2016
Q1 | – | Sell |
-32,700
| Closed | -$1.11M | – | 93 |
|
2015
Q4 | $1.11M | Buy |
+32,700
| New | +$1.11M | 1.28% | 31 |
|
2014
Q2 | – | Sell |
-26,860
| Closed | -$452K | – | 112 |
|
2014
Q1 | $452K | Buy |
+26,860
| New | +$452K | 0.39% | 95 |
|