Willow Creek Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
2,324
+261
| +13% | +$57.3K | 0.05% | 99 |
|
|
2025
Q1 | $393K | Buy |
2,063
+87
| +4% | +$16.6K | 0.04% | 101 |
|
|
2024
Q4 | $434K | Sell |
1,976
-67
| -3% | -$14.7K | 0.04% | 95 |
|
|
2024
Q3 | $381K | Sell |
2,043
-157
| -7% | -$29.3K | 0.04% | 109 |
|
|
2024
Q2 | $425K | Buy |
2,200
+75
| +4% | +$14.5K | 0.05% | 94 |
|
|
2024
Q1 | $383K | Buy |
+2,125
| New | +$383K | 0.04% | 101 |
|
|
2022
Q1 | – | Sell |
-1,620
| Closed | -$270K | – | 119 |
|
|
2021
Q4 | $270K | Sell |
1,620
-140
| -8% | -$23.3K | 0.06% | 105 |
|
|
2021
Q3 | $289K | Buy |
1,760
+340
| +24% | +$55.8K | 0.06% | 94 |
|
|
2021
Q2 | $244K | Buy |
+1,420
| New | +$244K | 0.06% | 97 |
|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$205K | – | 90 |
|
|
2020
Q3 | $205K | Sell |
1,300
-200
| -13% | -$31.5K | 0.08% | 81 |
|
|
2020
Q2 | $207K | Buy |
+1,500
| New | +$207K | 0.09% | 74 |
|
|
2019
Q4 | – | Sell |
-2,580
| Closed | -$224K | – | 83 |
|
|
2019
Q3 | $224K | Buy |
+2,580
| New | +$224K | 0.1% | 76 |
|
|
2018
Q2 | – | Sell |
-5,920
| Closed | -$428K | – | 70 |
|
|
2018
Q1 | $428K | Buy |
+5,920
| New | +$428K | 0.23% | 37 |
|