Advisory Research’s Amazon AMZN Stock Holding History

Advisory Research’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,552	Closed	-$1.6M	–	167
2023 Q4	$1.6M	Sell	10,552 -17,556	-62%	-$2.67M	0.25%	108
2023 Q3	$3.57M	Sell	28,108 -1,549	-5%	-$197K	0.5%	47
2023 Q2	$3.87M	Buy	29,657 +21,194	+250%	+$2.76M	0.5%	47
2023 Q1	$874K	Buy	8,463 +1,196	+16%	+$124K	0.14%	180
2022 Q4	$610K	Sell	7,267 -3,426	-32%	-$288K	0.06%	229
2022 Q3	$1.21M	Buy	10,693 +41	+0.4%	+$4.63K	0.12%	132
2022 Q2	$1.13M	Sell	10,652 -3,068	-22%	-$326K	0.11%	144
2022 Q1	$2.24M	Sell	13,720 -5,380	-28%	-$877K	0.18%	90
2021 Q4	$3.18M	Buy	19,100 +1,220	+7%	+$203K	0.25%	71
2021 Q3	$2.94M	Sell	17,880 -160	-0.9%	-$26.3K	0.19%	105
2021 Q2	$3.1M	Buy	18,040 +4,920	+38%	+$846K	0.2%	107
2021 Q1	$2.03M	Buy	13,120 +200	+2%	+$30.9K	0.14%	124
2020 Q4	$2.1M	Buy	12,920 +2,320	+22%	+$378K	0.15%	116
2020 Q3	$1.67M	Sell	10,600 -400	-4%	-$63K	0.16%	116
2020 Q2	$1.52M	Sell	11,000 -9,720	-47%	-$1.34M	0.14%	130
2020 Q1	$2.02M	Buy	20,720 +10,200	+97%	+$994K	0.14%	83
2019 Q4	$972K	Buy	10,520 +820	+8%	+$75.8K	0.04%	189
2019 Q3	$842K	Sell	9,700 -40	-0.4%	-$3.47K	0.04%	208
2019 Q2	$922K	Sell	9,740 -1,740	-15%	-$165K	0.02%	259
2019 Q1	$1.02M	Buy	11,480 +1,520	+15%	+$135K	0.02%	239
2018 Q4	$748K	Buy	9,960 +160	+2%	+$12K	0.02%	263
2018 Q3	$981K	Sell	9,800 -1,380	-12%	-$138K	0.02%	260
2018 Q2	$950K	Buy	11,180 +360	+3%	+$30.6K	0.02%	267
2018 Q1	$783K	Sell	10,820 -4,680	-30%	-$339K	0.01%	277
2017 Q4	$906K	Buy	15,500 +940	+6%	+$54.9K	0.02%	282
2017 Q3	$700K	Sell	14,560 -740	-5%	-$35.6K	0.01%	335
2017 Q2	$741K	Sell	15,300 -480	-3%	-$23.2K	0.01%	334
2017 Q1	$699K	Sell	15,780 -1,100	-7%	-$48.7K	0.01%	340
2016 Q4	$633K	Buy	+16,880	New	+$633K	0.01%	304
2014 Q2	–	Sell	-3,840	Closed	-$65K	–	345
2014 Q1	$65K	Buy	+3,840	New	+$65K	﹤0.01%	712