American Trust Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
1,590
-313
| -16% | -$68.7K | 0.18% | 61 |
|
|
2025
Q1 | $362K | Sell |
1,903
-7
| -0.4% | -$1.33K | 0.15% | 85 |
|
|
2024
Q4 | $419K | Hold |
1,910
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $356K | Sell |
1,910
-195
| -9% | -$36.3K | 0.15% | 93 |
|
|
2024
Q2 | $407K | Hold |
2,105
| – | – | 0.2% | 62 |
|
|
2024
Q1 | $380K | Buy |
2,105
+235
| +13% | +$42.4K | 0.18% | 65 |
|
|
2023
Q4 | $284K | Hold |
1,870
| – | – | 0.15% | 77 |
|
|
2023
Q3 | $238K | Buy |
+1,870
| New | +$238K | 0.13% | 77 |
|
|
2022
Q2 | – | Sell |
-1,540
| Closed | -$251K | – | 80 |
|
|
2022
Q1 | $251K | Buy |
1,540
+100
| +7% | +$16.3K | 0.13% | 78 |
|
|
2021
Q4 | $240K | Buy |
1,440
+40
| +3% | +$6.67K | 0.12% | 80 |
|
|
2021
Q3 | $230K | Hold |
1,400
| – | – | 0.13% | 80 |
|
|
2021
Q2 | $241K | Hold |
1,400
| – | – | 0.13% | 77 |
|
|
2021
Q1 | $217K | Hold |
1,400
| – | – | 0.13% | 75 |
|
|
2020
Q4 | $228K | Sell |
1,400
-80
| -5% | -$13K | 0.14% | 71 |
|
|
2020
Q3 | $233K | Hold |
1,480
| – | – | 0.17% | 64 |
|
|
2020
Q2 | $204K | Buy |
+1,480
| New | +$204K | 0.17% | 60 |
|