AO
Advisor OS’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Buy |
45,795
+3,019
| +7% | +$662K | 0.99% | 18 |
|
2025
Q1 | $8.14M | Sell |
42,776
-1,084
| -2% | -$206K | 0.93% | 22 |
|
2024
Q4 | $9.62M | Sell |
43,860
-2,063
| -4% | -$453K | 1.11% | 20 |
|
2024
Q3 | $8.56M | Buy |
45,923
+403
| +0.9% | +$75.1K | 0.85% | 25 |
|
2024
Q2 | $8.8M | Buy |
45,520
+2,314
| +5% | +$447K | 0.96% | 23 |
|
2024
Q1 | $7.79M | Buy |
43,206
+3,980
| +10% | +$718K | 0.9% | 23 |
|
2023
Q4 | $5.96M | Buy |
39,226
+2,525
| +7% | +$384K | 0.78% | 23 |
|
2023
Q3 | $4.67M | Buy |
36,701
+2,812
| +8% | +$357K | 0.7% | 25 |
|
2023
Q2 | $4.42M | Buy |
33,889
+7,699
| +29% | +$1M | 0.72% | 26 |
|
2023
Q1 | $2.71M | Buy |
26,190
+8,886
| +51% | +$918K | 0.65% | 33 |
|
2022
Q4 | $1.45M | Buy |
17,304
+2,985
| +21% | +$251K | 0.39% | 63 |
|
2022
Q3 | $1.62M | Buy |
14,319
+397
| +3% | +$44.9K | 0.49% | 41 |
|
2022
Q2 | $1.48M | Buy |
13,922
+13,148
| +1,699% | +$1.4M | 0.43% | 50 |
|
2022
Q1 | $2.52M | Sell |
774
-159
| -17% | -$518K | 0.73% | 26 |
|
2021
Q4 | $3.11M | Buy |
933
+85
| +10% | +$283K | 0.63% | 33 |
|
2021
Q3 | $2.79M | Sell |
848
-30
| -3% | -$98.6K | 0.61% | 33 |
|
2021
Q2 | $3.02M | Buy |
878
+112
| +15% | +$385K | 0.63% | 30 |
|
2021
Q1 | $2.37M | Buy |
766
+55
| +8% | +$170K | 0.54% | 35 |
|
2020
Q4 | $2.32M | Buy |
711
+278
| +64% | +$905K | 0.62% | 30 |
|
2020
Q3 | $1.36M | Buy |
433
+10
| +2% | +$31.5K | 0.57% | 25 |
|
2020
Q2 | $1.17M | Buy |
+423
| New | +$1.17M | 0.7% | 34 |
|