Wolff Financial 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 | $482K | Buy |
2,199
+28
| +1% | +$6.14K | 0.12% | 67 |
|
|
2025
Q1 | $413K | Buy |
2,171
+711
| +49% | +$135K | 0.11% | 71 |
|
|
2024
Q4 | $320K | Sell |
1,460
-6
| -0.4% | -$1.32K | 0.09% | 80 |
|
|
2024
Q3 | $273K | Hold |
1,466
| – | – | 0.07% | 86 |
|
|
2024
Q2 | $283K | Sell |
1,466
-120
| -8% | -$23.2K | 0.21% | 38 |
|
|
2024
Q1 | $286K | Hold |
1,586
| – | – | 0.08% | 85 |
|
|
2023
Q4 | $241K | Buy |
1,586
+6
| +0.4% | +$912 | 0.07% | 89 |
|
|
2023
Q3 | $201K | Buy |
+1,580
| New | +$201K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$407K | – | 101 |
|
|
2022
Q1 | $407K | Hold |
2,500
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $417K | Buy |
+2,500
| New | +$417K | 0.16% | 83 |
|
|
2021
Q1 | $362K | Hold |
2,340
| – | – | 0.17% | 81 |
|
|
2020
Q4 | $381K | Buy |
2,340
+320
| +16% | +$52.1K | 0.2% | 71 |
|
|
2020
Q3 | $318K | Buy |
+2,020
| New | +$318K | 0.19% | 70 |
|