WMG Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
9,865
-32
| -0.3% | -$7.02K | 0.8% | 22 |
|
|
2025
Q1 | $1.88M | Buy |
9,897
+449
| +5% | +$85.4K | 0.8% | 19 |
|
|
2024
Q4 | $2.07M | Buy |
9,448
+537
| +6% | +$118K | 0.89% | 18 |
|
|
2024
Q3 | $1.66M | Buy |
8,911
+1,683
| +23% | +$314K | 0.75% | 25 |
|
|
2024
Q2 | $1.4M | Buy |
7,228
+1,326
| +22% | +$256K | 0.74% | 27 |
|
|
2024
Q1 | $1.06M | Buy |
5,902
+894
| +18% | +$161K | 0.61% | 34 |
|
|
2023
Q4 | $761K | Sell |
5,008
-112
| -2% | -$17K | 0.5% | 43 |
|
|
2023
Q3 | $651K | Sell |
5,120
-4,981
| -49% | -$633K | 0.55% | 41 |
|
|
2023
Q2 | $1.32M | Sell |
10,101
-250
| -2% | -$32.6K | 0.97% | 21 |
|
|
2023
Q1 | $1.13M | Sell |
10,351
-573
| -5% | -$62.7K | 0.94% | 34 |
|
|
2022
Q4 | $918K | Sell |
10,924
-1,204
| -10% | -$101K | 0.78% | 41 |
|
|
2022
Q3 | $1.37M | Sell |
12,128
-1,327
| -10% | -$150K | 1.24% | 17 |
|
|
2022
Q2 | $1.43M | Buy |
13,455
+1,655
| +14% | +$176K | 1.24% | 19 |
|
|
2022
Q1 | $1.92M | Buy |
11,800
+800
| +7% | +$130K | 1.41% | 14 |
|
|
2021
Q4 | $1.83M | Buy |
+11,000
| New | +$1.83M | 1.43% | 14 |
|