Whitaker-Myers Wealth Managers’s Amazon AMZN Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.6M	Sell	10,899 -2,699	-20%	-$677K	0.43%	34
2026 Q1	$2.83M	Buy	13,598 +3,013	+28%	+$663K	0.56%	23
2025 Q4	$2.44M	Buy	10,585 +3,966	+60%	+$907K	0.51%	27
2025 Q3	$1.45M	Buy	6,619 +52	+0.8%	+$11.8K	0.32%	40
2025 Q2	$1.44M	Sell	6,567 -224	-3%	-$44.3K	0.36%	29
2025 Q1	$1.29M	Sell	6,791 -296	-4%	-$64.2K	0.36%	34
2024 Q4	$1.55M	Buy	7,087 +582	+9%	+$119K	0.45%	28
2024 Q3	$1.21M	Sell	6,505 -159	-2%	-$29K	0.4%	35
2024 Q2	$1.29M	Buy	6,664 +281	+4%	+$51.6K	0.48%	33
2024 Q1	$1.15M	Buy	6,383 +1,012	+19%	+$169K	0.49%	35
2023 Q4	$816K	Buy	5,371 +857	+19%	+$120K	0.41%	40
2023 Q3	$574K	Buy	4,514 +988	+28%	+$132K	0.36%	44
2023 Q2	$460K	Buy	3,526 +30	+0.9%	+$3.43K	0.31%	47
2023 Q1	$361K	Buy	3,496 +1,091	+45%	+$105K	0.28%	50
2022 Q4	$202K	Buy	+2,405	New	+$238K	0.19%	66

Other funds holding AMZN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return