Wolf Group Capital Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.96M | Buy |
15,554
+2,781
| +22% | +$529K | 0.99% | 27 |
|
|
2024
Q4 | $1.67M | Hold |
12,773
| – | – | 0.81% | 45 |
|
|
2024
Q3 | $1.67M | Sell |
12,773
-1,667
| -12% | -$217K | 0.79% | 46 |
|
|
2024
Q2 | $2.79M | Buy |
14,440
+1,667
| +13% | +$322K | 1.1% | 26 |
|
|
2024
Q1 | $1.67M | Hold |
12,773
| – | – | 0.79% | 46 |
|
|
2023
Q4 | $1.67M | Buy |
12,773
+1,203
| +10% | +$157K | 0.79% | 46 |
|
|
2023
Q3 | $1.47M | Sell |
11,570
-1,368
| -11% | -$174K | 0.7% | 52 |
|
|
2023
Q2 | $1.59M | Sell |
12,938
-560
| -4% | -$68.8K | 0.79% | 46 |
|
|
2023
Q1 | $1.39M | Sell |
13,498
-1,247
| -8% | -$129K | 0.69% | 53 |
|
|
2022
Q4 | $1.24M | Buy |
14,745
+2,485
| +20% | +$209K | 0.58% | 61 |
|
|
2022
Q3 | $1.39M | Sell |
12,260
-37
| -0.3% | -$4.18K | 0.76% | 52 |
|
|
2022
Q2 | $1.31M | Buy |
12,297
+1,257
| +11% | +$133K | 0.68% | 56 |
|
|
2022
Q1 | $1.8M | Sell |
11,040
-11,560
| -51% | -$1.88M | 0.92% | 45 |
|
|
2021
Q4 | $3.77M | Buy |
22,600
+11,480
| +103% | +$1.91M | 0.62% | 55 |
|
|
2021
Q3 | $1.83M | Buy |
11,120
+9,700
| +683% | +$1.59M | 1% | 37 |
|
|
2021
Q2 | $244K | Buy |
+1,420
| New | +$244K | 0.13% | 92 |
|
|
2021
Q1 | – | Sell |
-1,340
| Closed | -$218K | – | 102 |
|
|
2020
Q4 | $218K | Buy |
1,340
+40
| +3% | +$6.51K | 0.13% | 90 |
|
|
2020
Q3 | $205K | Buy |
+1,300
| New | +$205K | 0.14% | 81 |
|