AC
Apella Capital’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
37,313
+1,093
| +3% | +$244K | 0.23% | 83 |
|
|
2025
Q1 | $6.92M | Buy |
36,220
+9,154
| +34% | +$1.75M | 0.24% | 78 |
|
|
2024
Q4 | $5.94M | Buy |
27,066
+1,321
| +5% | +$290K | 0.23% | 69 |
|
|
2024
Q3 | $4.76M | Buy |
25,745
+2,257
| +10% | +$417K | 0.2% | 70 |
|
|
2024
Q2 | $4.68M | Buy |
23,488
+2,015
| +9% | +$402K | 0.21% | 69 |
|
|
2024
Q1 | $3.99M | Sell |
21,473
-2,426
| -10% | -$450K | 0.2% | 71 |
|
|
2023
Q4 | $3.46M | Sell |
23,899
-312
| -1% | -$45.1K | 0.19% | 76 |
|
|
2023
Q3 | $3.08M | Sell |
24,211
-37
| -0.2% | -$4.7K | 0.22% | 67 |
|
|
2023
Q2 | $3.16M | Buy |
+24,248
| New | +$3.16M | 0.23% | 63 |
|
|
2022
Q4 | $2.14M | Buy |
25,443
+1,334
| +6% | +$112K | 0.19% | 69 |
|
|
2022
Q3 | $2.72M | Buy |
24,109
+160
| +0.7% | +$18.1K | 0.32% | 59 |
|
|
2022
Q2 | $2.54M | Buy |
23,949
+22,817
| +2,016% | +$2.42M | 0.3% | 57 |
|
|
2022
Q1 | $3.69M | Buy |
1,132
+99
| +10% | +$323K | 0.52% | 39 |
|
|
2021
Q4 | $3.45M | Buy |
1,033
+10
| +1% | +$33.3K | 0.44% | 42 |
|
|
2021
Q3 | $3.36M | Sell |
1,023
-7
| -0.7% | -$23K | 0.48% | 44 |
|
|
2021
Q2 | $3.54M | Buy |
1,030
+429
| +71% | +$1.48M | 0.58% | 42 |
|
|
2021
Q1 | $1.86M | Hold |
601
| – | – | 0.59% | 40 |
|
|
2020
Q4 | $1.96M | Buy |
601
+350
| +139% | +$1.14M | 0.69% | 36 |
|
|
2020
Q3 | $790K | Hold |
251
| – | – | 0.32% | 63 |
|
|
2020
Q2 | $692K | Buy |
251
+10
| +4% | +$27.6K | 0.32% | 67 |
|
|
2020
Q1 | $470K | Buy |
+241
| New | +$470K | 0.27% | 68 |
|