Wharton Business Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
11,555
+774
| +7% | +$170K | 0.11% | 62 |
|
|
2025
Q1 | $2.05M | Buy |
10,781
+515
| +5% | +$98K | 0.09% | 67 |
|
|
2024
Q4 | $2.25M | Sell |
10,266
-17
| -0.2% | -$3.73K | 0.1% | 63 |
|
|
2024
Q3 | $1.92M | Sell |
10,283
-105
| -1% | -$19.6K | 0.09% | 70 |
|
|
2024
Q2 | $2.01M | Buy |
10,388
+50
| +0.5% | +$9.66K | 0.1% | 64 |
|
|
2024
Q1 | $1.87M | Hold |
10,338
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $1.57M | Hold |
10,338
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $1.31M | Hold |
10,338
| – | – | 0.07% | 75 |
|
|
2023
Q2 | $1.35M | Sell |
10,338
-2
| -0% | -$261 | 0.09% | 68 |
|
|
2023
Q1 | $1.07M | Hold |
10,340
| – | – | 0.06% | 74 |
|
|
2022
Q4 | $869K | Hold |
10,340
| – | – | 0.05% | 79 |
|
|
2022
Q3 | $1.17M | Hold |
10,340
| – | – | 0.08% | 72 |
|
|
2022
Q2 | $1.1M | Hold |
10,340
| – | – | 0.07% | 73 |
|
|
2022
Q1 | $1.69M | Hold |
10,340
| – | – | 0.1% | 60 |
|
|
2021
Q4 | $1.72M | Buy |
+10,340
| New | +$1.72M | 0.11% | 62 |
|
|
2021
Q3 | – | Sell |
-10,340
| Closed | -$1.78M | – | 70 |
|
|
2021
Q2 | $1.78M | Sell |
10,340
-2,520
| -20% | -$434K | 0.14% | 50 |
|
|
2021
Q1 | $1.99M | Sell |
12,860
-480
| -4% | -$74.2K | 0.16% | 51 |
|
|
2020
Q4 | $2.17M | Hold |
13,340
| – | – | 0.18% | 49 |
|
|
2020
Q3 | $2.1M | Sell |
13,340
-220
| -2% | -$34.6K | 0.19% | 47 |
|
|
2020
Q2 | $1.87M | Buy |
13,560
+780
| +6% | +$108K | 0.18% | 49 |
|
|
2020
Q1 | $1.25M | Buy |
12,780
+4,440
| +53% | +$433K | 0.14% | 47 |
|
|
2019
Q4 | $771K | Buy |
8,340
+4,280
| +105% | +$396K | 0.07% | 56 |
|
|
2019
Q3 | $352K | Hold |
4,060
| – | – | 0.04% | 75 |
|
|
2019
Q2 | $384K | Hold |
4,060
| – | – | 0.04% | 74 |
|
|
2019
Q1 | $361K | Sell |
4,060
-360
| -8% | -$32K | 0.04% | 78 |
|
|
2018
Q4 | $332K | Buy |
4,420
+360
| +9% | +$27K | 0.04% | 79 |
|
|
2018
Q3 | $407K | Hold |
4,060
| – | – | 0.04% | 77 |
|
|
2018
Q2 | $345K | Buy |
4,060
+60
| +2% | +$5.1K | 0.04% | 80 |
|
|
2018
Q1 | $289K | Hold |
4,000
| – | – | 0.03% | 88 |
|
|
2017
Q4 | $234K | Buy |
+4,000
| New | +$234K | 0.02% | 99 |
|