Wunderlich Capital Managemnt’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.79M | Buy |
35,130
+228
| +0.7% | +$44.1K | 3.03% | 4 |
|
|
2024
Q1 | $6.3M | Sell |
34,902
-12,031
| -26% | -$2.17M | 2.84% | 3 |
|
|
2023
Q4 | $7.13M | Sell |
46,933
-2,740
| -6% | -$416K | 3.21% | 2 |
|
|
2023
Q3 | $6.31M | Sell |
49,673
-823
| -2% | -$105K | 3.12% | 2 |
|
|
2023
Q2 | $6.58M | Sell |
50,496
-6
| -0% | -$782 | 3.23% | 3 |
|
|
2023
Q1 | $5.22M | Buy |
50,502
+919
| +2% | +$94.9K | 2.71% | 5 |
|
|
2022
Q4 | $4.17M | Buy |
49,583
+17,659
| +55% | +$1.48M | 2.32% | 11 |
|
|
2022
Q3 | $3.61M | Buy |
31,924
+1,371
| +4% | +$155K | 2.31% | 11 |
|
|
2022
Q2 | $3.25M | Buy |
30,553
+533
| +2% | +$56.6K | 1.89% | 13 |
|
|
2022
Q1 | $4.89M | Buy |
30,020
+40
| +0.1% | +$6.52K | 2.31% | 7 |
|
|
2021
Q4 | $5M | Buy |
29,980
+620
| +2% | +$103K | 2.23% | 7 |
|
|
2021
Q3 | $4.82M | Buy |
29,360
+1,220
| +4% | +$200K | 2.32% | 9 |
|
|
2021
Q2 | $4.84M | Buy |
28,140
+220
| +0.8% | +$37.8K | 2.45% | 8 |
|
|
2021
Q1 | $4.32M | Sell |
27,920
-220
| -0.8% | -$34K | 2.36% | 7 |
|
|
2020
Q4 | $4.58M | Sell |
28,140
-60
| -0.2% | -$9.77K | 2.54% | 6 |
|
|
2020
Q3 | $4.44M | Sell |
28,200
-220
| -0.8% | -$34.6K | 2.75% | 6 |
|
|
2020
Q2 | $3.92M | Sell |
28,420
-360
| -1% | -$49.7K | 2.75% | 5 |
|
|
2020
Q1 | $2.81M | Sell |
28,780
-620
| -2% | -$60.4K | 2.31% | 7 |
|
|
2019
Q4 | $2.72M | Sell |
29,400
-60
| -0.2% | -$5.54K | 1.71% | 12 |
|
|
2019
Q3 | $2.56M | Sell |
29,460
-20
| -0.1% | -$1.74K | 1.76% | 11 |
|
|
2019
Q2 | $2.79M | Buy |
29,480
+420
| +1% | +$39.8K | 1.85% | 5 |
|
|
2019
Q1 | $2.59M | Buy |
29,060
+420
| +1% | +$37.4K | 1.8% | 5 |
|
|
2018
Q4 | $2.15M | Buy |
+28,640
| New | +$2.15M | 1.65% | 10 |
|