Willow Creek Wealth Management’s Amazon AMZN Stock Holding History

Willow Creek Wealth Management’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
2025 Q3	$525K	Buy	2,390 +66	+3%	+$14.9K	0.04%	104
2025 Q2	$510K	Buy	2,324 +261	+13%	+$51.6K	0.05%	99
2025 Q1	$393K	Buy	2,063 +87	+4%	+$18.9K	0.04%	101
2024 Q4	$434K	Sell	1,976 -67	-3%	-$13.7K	0.04%	95
2024 Q3	$381K	Sell	2,043 -157	-7%	-$28.6K	0.04%	109
2024 Q2	$425K	Buy	2,200 +75	+4%	+$13.8K	0.05%	94
2024 Q1	$383K	Buy	+2,125	New	+$355K	0.04%	101
2022 Q1	–	Sell	-1,620	Closed	-$270K	–	119
2021 Q4	$270K	Sell	1,620 -140	-8%	-$24K	0.06%	105
2021 Q3	$289K	Buy	1,760 +340	+24%	+$58.6K	0.06%	94
2021 Q2	$244K	Buy	+1,420	New	+$236K	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	+$181K	0.09%	74
2019 Q4	–	Sell	-2,580	Closed	-$224K	–	83
2019 Q3	$224K	Buy	+2,580	New	+$239K	0.1%	76
2018 Q2	–	Sell	-5,920	Closed	-$428K	–	70
2018 Q1	$428K	Buy	+5,920	New	+$423K	0.23%	37

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return