Wills Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Sell |
39,054
-511
| -1% | -$112K | 3.72% | 6 |
|
|
2025
Q1 | $7.53M | Buy |
39,565
+2,200
| +6% | +$419K | 3.34% | 9 |
|
|
2024
Q4 | $8.2M | Buy |
37,365
+1,984
| +6% | +$435K | 3.54% | 8 |
|
|
2024
Q3 | $6.59M | Buy |
35,381
+180
| +0.5% | +$33.5K | 2.77% | 10 |
|
|
2024
Q2 | $6.8M | Buy |
35,201
+546
| +2% | +$106K | 3.13% | 10 |
|
|
2024
Q1 | $6.25M | Buy |
34,655
+176
| +0.5% | +$31.7K | 2.94% | 10 |
|
|
2023
Q4 | $5.24M | Buy |
34,479
+612
| +2% | +$93K | 2.64% | 12 |
|
|
2023
Q3 | $4.31M | Buy |
33,867
+113
| +0.3% | +$14.4K | 2.33% | 14 |
|
|
2023
Q2 | $4.4M | Hold |
33,754
| – | – | 2.23% | 15 |
|
|
2023
Q1 | $3.49M | Sell |
33,754
-2,110
| -6% | -$218K | 1.88% | 20 |
|
|
2022
Q4 | $3.01M | Sell |
35,864
-4,854
| -12% | -$408K | 1.68% | 22 |
|
|
2022
Q3 | $4.6M | Sell |
40,718
-1,350
| -3% | -$153K | 2.56% | 17 |
|
|
2022
Q2 | $4.47M | Sell |
42,068
-372
| -0.9% | -$39.5K | 2.2% | 18 |
|
|
2022
Q1 | $6.92M | Sell |
42,440
-1,000
| -2% | -$163K | 2.91% | 13 |
|
|
2021
Q4 | $7.24M | Buy |
43,440
+1,220
| +3% | +$203K | 2.86% | 13 |
|
|
2021
Q3 | $6.93M | Sell |
42,220
-80
| -0.2% | -$13.1K | 3.11% | 14 |
|
|
2021
Q2 | $7.28M | Buy |
42,300
+460
| +1% | +$79.1K | 3.15% | 10 |
|
|
2021
Q1 | $6.47M | Buy |
41,840
+2,200
| +6% | +$340K | 3.14% | 14 |
|
|
2020
Q4 | $6.46M | Buy |
39,640
+2,100
| +6% | +$342K | 3.22% | 14 |
|
|
2020
Q3 | $5.91M | Buy |
37,540
+1,700
| +5% | +$268K | 3.44% | 13 |
|
|
2020
Q2 | $4.94M | Sell |
35,840
-840
| -2% | -$116K | 3.08% | 15 |
|
|
2020
Q1 | $3.58M | Buy |
36,680
+460
| +1% | +$44.8K | 2.55% | 15 |
|
|
2019
Q4 | $3.35M | Buy |
36,220
+280
| +0.8% | +$25.9K | 1.92% | 19 |
|
|
2019
Q3 | $3.12M | Buy |
35,940
+980
| +3% | +$85K | 2% | 17 |
|
|
2019
Q2 | $3.31M | Buy |
34,960
+4,020
| +13% | +$381K | 2.16% | 16 |
|
|
2019
Q1 | $2.75M | Buy |
30,940
+3,540
| +13% | +$315K | 1.87% | 22 |
|
|
2018
Q4 | $2.06M | Sell |
27,400
-480
| -2% | -$36K | 1.58% | 25 |
|
|
2018
Q3 | $2.79M | Buy |
27,880
+18,600
| +200% | +$1.86M | 1.84% | 23 |
|
|
2018
Q2 | $788K | Hold |
9,280
| – | – | 0.57% | 44 |
|
|
2018
Q1 | $671K | Sell |
9,280
-60
| -0.6% | -$4.34K | 0.5% | 49 |
|
|
2017
Q4 | $546K | Sell |
9,340
-200
| -2% | -$11.7K | 0.38% | 49 |
|
|
2017
Q3 | $459K | Buy |
9,540
+1,040
| +12% | +$50K | 0.34% | 53 |
|
|
2017
Q2 | $411K | Sell |
8,500
-400
| -4% | -$19.3K | 0.3% | 57 |
|
|
2017
Q1 | $395K | Buy |
8,900
+400
| +5% | +$17.8K | 0.3% | 57 |
|
|
2016
Q4 | $319K | Sell |
8,500
-900
| -10% | -$33.8K | 0.26% | 60 |
|
|
2016
Q3 | $393K | Hold |
9,400
| – | – | 0.34% | 53 |
|
|
2016
Q2 | $336K | Sell |
9,400
-100
| -1% | -$3.57K | 0.28% | 57 |
|
|
2016
Q1 | $281K | Buy |
9,500
+800
| +9% | +$23.7K | 0.24% | 58 |
|
|
2015
Q4 | $294K | Buy |
8,700
+700
| +9% | +$23.7K | 0.26% | 60 |
|
|
2015
Q3 | $204K | Buy |
+8,000
| New | +$204K | 0.19% | 70 |
|