Wheelhouse Advisory 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 | $940K | Buy |
4,286
+855
| +25% | +$188K | 0.46% | 21 |
|
|
2025
Q1 | $653K | Sell |
3,431
-91
| -3% | -$17.3K | 0.37% | 26 |
|
|
2024
Q4 | $773K | Sell |
3,522
-140
| -4% | -$30.7K | 0.46% | 23 |
|
|
2024
Q3 | $682K | Sell |
3,662
-9
| -0.2% | -$1.68K | 0.44% | 22 |
|
|
2024
Q2 | $734K | Sell |
3,671
-520
| -12% | -$104K | 0.52% | 21 |
|
|
2024
Q1 | $756K | Buy |
4,191
+1,044
| +33% | +$188K | 0.58% | 19 |
|
|
2023
Q4 | $478K | Buy |
+3,147
| New | +$478K | 0.42% | 25 |
|