Apexium Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Buy |
42,983
+651
| +2% | +$143K | 0.5% | 35 |
|
|
2025
Q1 | $8.05M | Buy |
42,332
+4,435
| +12% | +$844K | 0.48% | 36 |
|
|
2024
Q4 | $8.31M | Buy |
37,897
+1,573
| +4% | +$345K | 0.5% | 28 |
|
|
2024
Q3 | $6.77M | Buy |
36,324
+732
| +2% | +$136K | 0.45% | 34 |
|
|
2024
Q2 | $6.88M | Buy |
35,592
+429
| +1% | +$82.9K | 0.49% | 29 |
|
|
2024
Q1 | $6.34M | Sell |
35,163
-127,413
| -78% | -$23M | 0.48% | 28 |
|
|
2023
Q4 | $24.7M | Buy |
162,576
+117,331
| +259% | +$17.8M | 1.77% | 9 |
|
|
2023
Q3 | $5.75M | Buy |
45,245
+2,107
| +5% | +$268K | 0.58% | 25 |
|
|
2023
Q2 | $5.62M | Sell |
43,138
-114
| -0.3% | -$14.9K | 0.5% | 26 |
|
|
2023
Q1 | $4.47M | Buy |
43,252
+128
| +0.3% | +$13.2K | 0.44% | 31 |
|
|
2022
Q4 | $3.62M | Sell |
43,124
-2,546
| -6% | -$214K | 0.38% | 35 |
|
|
2022
Q3 | $5.16M | Buy |
45,670
+30,110
| +194% | +$3.4M | 0.64% | 20 |
|
|
2022
Q2 | $1.65M | Buy |
15,560
+3,100
| +25% | +$329K | 0.95% | 23 |
|
|
2022
Q1 | $2.06M | Hold |
12,460
| – | – | 1.08% | 16 |
|
|
2021
Q4 | $2.08M | Buy |
12,460
+100
| +0.8% | +$16.7K | 1.07% | 18 |
|
|
2021
Q3 | $2.03M | Buy |
12,360
+1,600
| +15% | +$263K | 1.17% | 17 |
|
|
2021
Q2 | $1.85M | Sell |
10,760
-80
| -0.7% | -$13.8K | 1.15% | 18 |
|
|
2021
Q1 | $1.68M | Buy |
10,840
+260
| +2% | +$40.2K | 1.23% | 21 |
|
|
2020
Q4 | $1.72M | Sell |
10,580
-40
| -0.4% | -$6.51K | 1.36% | 17 |
|
|
2020
Q3 | $1.67M | Sell |
10,620
-580
| -5% | -$91K | 1.35% | 17 |
|
|
2020
Q2 | $1.55M | Buy |
11,200
+160
| +1% | +$22.1K | 1.4% | 18 |
|
|
2020
Q1 | $1.08M | Sell |
11,040
-960
| -8% | -$93.6K | 1.42% | 20 |
|
|
2019
Q4 | $1.11M | Buy |
+12,000
| New | +$1.11M | 1.43% | 18 |
|