Western Financial Corp’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
3,006
+83
| +3% | +$18.2K | 0.35% | 81 |
|
|
2025
Q1 | $556K | Buy |
2,923
+139
| +5% | +$26.4K | 0.32% | 85 |
|
|
2024
Q4 | $611K | Sell |
2,784
-543
| -16% | -$119K | 0.34% | 78 |
|
|
2024
Q3 | $620K | Sell |
3,327
-3,983
| -54% | -$742K | 0.35% | 80 |
|
|
2024
Q2 | $1.41M | Sell |
7,310
-191
| -3% | -$36.9K | 0.85% | 26 |
|
|
2024
Q1 | $1.35M | Buy |
7,501
+2,063
| +38% | +$372K | 0.83% | 25 |
|
|
2023
Q4 | $826K | Buy |
5,438
+316
| +6% | +$48K | 0.55% | 41 |
|
|
2023
Q3 | $651K | Buy |
+5,122
| New | +$651K | 0.48% | 64 |
|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$1.63M | – | 94 |
|
|
2022
Q1 | $1.63M | Buy |
10,000
+780
| +8% | +$127K | 0.95% | 18 |
|
|
2021
Q4 | $1.54M | Buy |
9,220
+1,260
| +16% | +$210K | 0.81% | 25 |
|
|
2021
Q3 | $1.31M | Buy |
7,960
+400
| +5% | +$65.7K | 0.78% | 19 |
|
|
2021
Q2 | $1.3M | Buy |
7,560
+580
| +8% | +$99.7K | 0.7% | 17 |
|
|
2021
Q1 | $1.08M | Buy |
6,980
+620
| +10% | +$95.9K | 0.66% | 17 |
|
|
2020
Q4 | $1.04M | Buy |
+6,360
| New | +$1.04M | 0.68% | 12 |
|