Advisory Services & Investments’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $902K | Sell |
4,843
-1,957
| -29% | -$365K | 0.61% | 19 |
|
2024
Q2 | $1.31M | Hold |
6,800
| – | – | 0.91% | 17 |
|
2024
Q1 | $1.23M | Hold |
6,800
| – | – | 0.85% | 17 |
|
2023
Q4 | $1.03M | Buy |
6,800
+2,000
| +42% | +$304K | 0.76% | 18 |
|
2023
Q3 | $610K | Hold |
4,800
| – | – | 0.54% | 21 |
|
2023
Q2 | $626K | Sell |
4,800
-393
| -8% | -$51.2K | 0.52% | 22 |
|
2023
Q1 | $536K | Buy |
5,193
+1,473
| +40% | +$152K | 0.49% | 25 |
|
2022
Q4 | $312K | Sell |
3,720
-1,834
| -33% | -$154K | 0.31% | 27 |
|
2022
Q3 | $628K | Buy |
5,554
+621
| +13% | +$70.2K | 0.66% | 20 |
|
2022
Q2 | $524K | Sell |
4,933
-67
| -1% | -$7.12K | 0.5% | 35 |
|
2022
Q1 | $815K | Buy |
5,000
+940
| +23% | +$153K | 0.66% | 22 |
|
2021
Q4 | $677K | Hold |
4,060
| – | – | 0.43% | 28 |
|
2021
Q3 | $667K | Buy |
+4,060
| New | +$667K | 0.44% | 28 |
|