Alan B. Lancz & Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
10,171
+317
| +3% | +$69.5K | 2.23% | 10 |
|
|
2025
Q1 | $1.87M | Sell |
9,854
-740
| -7% | -$141K | 2% | 11 |
|
|
2024
Q4 | $2.32M | Hold |
10,594
| – | – | 2.36% | 11 |
|
|
2024
Q3 | $1.97M | Buy |
10,594
+200
| +2% | +$37.3K | 1.81% | 10 |
|
|
2024
Q2 | $2.01M | Buy |
+10,394
| New | +$2.01M | 1.99% | 9 |
|
|
2023
Q4 | $1.58M | Sell |
10,394
-475
| -4% | -$72.2K | 1.66% | 12 |
|
|
2023
Q3 | $1.38M | Sell |
10,869
-240
| -2% | -$30.5K | 1.57% | 15 |
|
|
2023
Q2 | $1.45M | Buy |
11,109
+200
| +2% | +$26.1K | 1.55% | 15 |
|
|
2023
Q1 | $1.13M | Buy |
10,909
+9
| +0.1% | +$930 | 1.17% | 17 |
|
|
2022
Q4 | $1.07M | Hold |
10,900
| – | – | 1.08% | 19 |
|
|
2022
Q3 | $1.23M | Hold |
10,900
| – | – | 1.46% | 12 |
|
|
2022
Q2 | $1.47M | Sell |
10,900
-200
| -2% | -$27K | 1.46% | 11 |
|
|
2022
Q1 | $1.81M | Buy |
11,100
+1,700
| +18% | +$277K | 1.6% | 10 |
|
|
2021
Q4 | $1.57M | Buy |
+9,400
| New | +$1.57M | 1.37% | 16 |
|