Avantax Planning Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6M | Sell |
52,660
-588
| -1% | -$148K | 0.31% | 52 |
|
|
2026
Q1 | $11.1M | Buy |
53,248
+2,252
| +4% | +$496K | 0.3% | 53 |
|
|
2025
Q4 | $11.8M | Buy |
50,996
+697
| +1% | +$159K | 0.33% | 45 |
|
|
2025
Q3 | $11M | Buy |
50,299
+1,892
| +4% | +$428K | 0.32% | 49 |
|
|
2025
Q2 | $10.6M | Buy |
48,407
+918
| +2% | +$182K | 0.34% | 52 |
|
|
2025
Q1 | $9.04M | Buy |
47,489
+22,467
| +90% | +$4.88M | 0.32% | 51 |
|
|
2024
Q4 | $5.49M | Buy |
25,022
+2,264
| +10% | +$463K | 0.2% | 79 |
|
|
2024
Q3 | $4.24M | Sell |
22,758
-9,095
| -29% | -$1.66M | 0.15% | 88 |
|
|
2024
Q2 | $6.16M | Sell |
31,853
-4,510
| -12% | -$829K | 0.2% | 80 |
|
|
2024
Q1 | $6.56M | Sell |
36,363
-501
| -1% | -$83.6K | 0.21% | 75 |
|
|
2023
Q4 | $5.6M | Buy |
36,864
+196
| +0.5% | +$27.5K | 0.21% | 58 |
|
|
2023
Q3 | $4.66M | Buy |
36,668
+474
| +1% | +$63.5K | 0.2% | 63 |
|
|
2023
Q2 | $4.72M | Buy |
36,194
+334
| +0.9% | +$38.1K | 0.19% | 62 |
|
|
2023
Q1 | $3.7M | Sell |
35,860
-1,974
| -5% | -$191K | 0.15% | 71 |
|
|
2022
Q4 | $3.18M | Buy |
37,834
+777
| +2% | +$76.8K | 0.13% | 80 |
|
|
2022
Q3 | $4.19M | Sell |
37,057
-262
| -0.7% | -$33.1K | 0.19% | 63 |
|
|
2022
Q2 | $3.96M | Buy |
37,319
+7,999
| +27% | +$1M | 0.17% | 68 |
|
|
2022
Q1 | $4.78M | Buy |
29,320
+1,040
| +4% | +$161K | 0.19% | 56 |
|
|
2021
Q4 | $4.71M | Buy |
28,280
+1,520
| +6% | +$260K | 0.19% | 48 |
|
|
2021
Q3 | $4.4M | Buy |
26,760
+1,240
| +5% | +$214K | 0.2% | 40 |
|
|
2021
Q2 | $4.39M | Buy |
25,520
+540
| +2% | +$89.7K | 0.21% | 40 |
|
|
2021
Q1 | $3.87M | Sell |
24,980
-380
| -1% | -$60.2K | 0.2% | 45 |
|
|
2020
Q4 | $4.13M | Sell |
25,360
-26,040
| -51% | -$4.16M | 0.21% | 38 |
|
|
2020
Q3 | $8.09M | Sell |
51,400
-2,140
| -4% | -$337K | 0.43% | 16 |
|
|
2020
Q2 | $7.38M | Buy |
53,540
+3,100
| +6% | +$374K | 0.42% | 18 |
|
|
2020
Q1 | $4.92M | Buy |
50,440
+1,580
| +3% | +$153K | 0.34% | 18 |
|
|
2019
Q4 | $4.51M | Sell |
48,860
-920
| -2% | -$81.4K | 0.27% | 29 |
|
|
2019
Q3 | $4.32M | Buy |
49,780
+1,640
| +3% | +$152K | 0.27% | 30 |
|
|
2019
Q2 | $4.7M | Buy |
48,140
+1,520
| +3% | +$142K | 0.3% | 27 |
|
|
2019
Q1 | $4.15M | Buy |
46,620
+4,700
| +11% | +$391K | 0.29% | 26 |
|
|
2018
Q4 | $3.15M | Buy |
41,920
+2,280
| +6% | +$190K | 0.24% | 39 |
|
|
2018
Q3 | $3.97M | Buy |
39,640
+640
| +2% | +$60.2K | 0.32% | 25 |
|
|
2018
Q2 | $3.31M | Sell |
39,000
-1,360
| -3% | -$108K | 0.3% | 27 |
|
|
2018
Q1 | $2.92M | Sell |
40,360
-820
| -2% | -$58.6K | 0.25% | 30 |
|
|
2017
Q4 | $2.41M | Sell |
41,180
-15,940
| -28% | -$877K | 0.22% | 44 |
|
|
2017
Q3 | $2.75M | Buy |
57,120
+5,320
| +10% | +$261K | 0.22% | 46 |
|
|
2017
Q2 | $2.51M | Buy |
51,800
+17,860
| +53% | +$852K | 0.21% | 48 |
|
|
2017
Q1 | $1.5M | Buy |
33,940
+2,900
| +9% | +$121K | 0.13% | 67 |
|
|
2016
Q4 | $1.16M | Buy |
+31,040
| New | +$1.22M | 0.12% | 77 |
|
Other funds holding AMZN
SCI
Avantax Planning Partners's AMZN Position: Q2 2026 in Review
Avantax Planning Partners reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $148K and leaving 52,660 shares worth $12.6M. The position accounts for 0.31% of the portfolio, ranked #52.
Avantax Planning Partners first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Avantax Planning Partners held 52,660 shares of Amazon worth $12.6M as of Q2 2026.
- Avantax Planning Partners sold 588 Amazon shares in Q2 2026, an estimated $148K.
- Amazon made up 0.31% of Avantax Planning Partners's portfolio in Q2 2026, its #52 holding.
- Avantax Planning Partners first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
- 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.