Willner & Heller’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95M | Sell |
13,444
-274
| -2% | -$60.1K | 2.48% | 6 |
|
2025
Q1 | $2.61M | Buy |
13,718
+315
| +2% | +$59.9K | 2.41% | 6 |
|
2024
Q4 | $2.94M | Buy |
13,403
+282
| +2% | +$61.9K | 2.58% | 6 |
|
2024
Q3 | $2.44M | Buy |
13,121
+608
| +5% | +$113K | 2.18% | 6 |
|
2024
Q2 | $2.42M | Sell |
12,513
-235
| -2% | -$45.4K | 2.32% | 6 |
|
2024
Q1 | $2.3M | Sell |
12,748
-285
| -2% | -$51.4K | 2.29% | 6 |
|
2023
Q4 | $1.98M | Buy |
+13,033
| New | +$1.98M | 2.21% | 6 |
|
2022
Q4 | $1.23M | Buy |
14,663
+1,065
| +8% | +$89.5K | 1.75% | 7 |
|
2022
Q3 | $1.54M | Sell |
13,598
-593
| -4% | -$67K | 2.48% | 6 |
|
2022
Q2 | $1.51M | Buy |
14,191
+3,091
| +28% | +$328K | 2.34% | 6 |
|
2022
Q1 | $1.85M | Sell |
11,100
-60
| -0.5% | -$10K | 2.28% | 5 |
|
2021
Q4 | $1.83M | Buy |
+11,160
| New | +$1.83M | 2.44% | 5 |
|