Whelan Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
10,252
+683
| +7% | +$150K | 0.81% | 15 |
|
|
2025
Q1 | $1.82M | Buy |
9,569
+1,718
| +22% | +$327K | 0.71% | 15 |
|
|
2024
Q4 | $1.72M | Buy |
7,851
+1,573
| +25% | +$345K | 0.68% | 15 |
|
|
2024
Q3 | $1.17M | Sell |
6,278
-269
| -4% | -$50.1K | 0.48% | 18 |
|
|
2024
Q2 | $1.27M | Buy |
6,547
+267
| +4% | +$51.6K | 0.57% | 17 |
|
|
2024
Q1 | $1.13M | Buy |
6,280
+1,382
| +28% | +$249K | 0.52% | 16 |
|
|
2023
Q4 | $744K | Buy |
4,898
+85
| +2% | +$12.9K | 0.35% | 17 |
|
|
2023
Q3 | $612K | Buy |
4,813
+537
| +13% | +$68.3K | 0.32% | 19 |
|
|
2023
Q2 | $557K | Buy |
4,276
+26
| +0.6% | +$3.39K | 0.29% | 20 |
|
|
2023
Q1 | $439K | Sell |
4,250
-360
| -8% | -$37.2K | 0.24% | 20 |
|
|
2022
Q4 | $387K | Buy |
4,610
+230
| +5% | +$19.3K | 0.23% | 21 |
|
|
2022
Q3 | $495K | Hold |
4,380
| – | – | 0.34% | 14 |
|
|
2022
Q2 | $465K | Buy |
4,380
+2,920
| +200% | +$310K | 0.31% | 15 |
|
|
2022
Q1 | $238K | Buy |
+1,460
| New | +$238K | 0.15% | 17 |
|