Wheelhouse Advisory Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$838K Sell
2025
Q2
$940K Buy
2025
Q1
$653K Sell
2024
Q4
$773K Sell
2024
Q3
$682K Sell
2024
Q2
$734K Sell
2024
Q1
$756K Buy
2023
Q4
$478K Buy