Whalen Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
10,536
-3,984
| -27% | -$874K | 1.45% | 11 |
|
|
2025
Q1 | $2.76M | Sell |
14,520
-5,596
| -28% | -$1.06M | 1.84% | 14 |
|
|
2024
Q4 | $4.41M | Sell |
20,116
-2,180
| -10% | -$478K | 3.06% | 4 |
|
|
2024
Q3 | $4.15M | Buy |
22,296
+2,022
| +10% | +$377K | 2.94% | 4 |
|
|
2024
Q2 | $3.92M | Buy |
20,274
+197
| +1% | +$38.1K | 3.11% | 7 |
|
|
2024
Q1 | $3.62M | Buy |
20,077
+6,062
| +43% | +$1.09M | 2.68% | 5 |
|
|
2023
Q4 | $2.13M | Buy |
+14,015
| New | +$2.13M | 1.92% | 6 |
|