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Avantax Planning Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
48,407
+918
| +2% | +$201K | 0.34% | 52 |
|
|
2025
Q1 | $9.04M | Buy |
47,489
+22,467
| +90% | +$4.27M | 0.32% | 51 |
|
|
2024
Q4 | $5.49M | Buy |
25,022
+2,264
| +10% | +$497K | 0.2% | 79 |
|
|
2024
Q3 | $4.24M | Sell |
22,758
-9,095
| -29% | -$1.69M | 0.15% | 88 |
|
|
2024
Q2 | $6.16M | Sell |
31,853
-4,510
| -12% | -$872K | 0.2% | 80 |
|
|
2024
Q1 | $6.56M | Sell |
36,363
-501
| -1% | -$90.4K | 0.21% | 75 |
|
|
2023
Q4 | $5.6M | Buy |
36,864
+196
| +0.5% | +$29.8K | 0.21% | 58 |
|
|
2023
Q3 | $4.66M | Buy |
36,668
+474
| +1% | +$60.3K | 0.2% | 63 |
|
|
2023
Q2 | $4.72M | Buy |
36,194
+334
| +0.9% | +$43.5K | 0.19% | 62 |
|
|
2023
Q1 | $3.7M | Sell |
35,860
-1,974
| -5% | -$204K | 0.15% | 71 |
|
|
2022
Q4 | $3.18M | Buy |
37,834
+777
| +2% | +$65.3K | 0.13% | 80 |
|
|
2022
Q3 | $4.19M | Sell |
37,057
-262
| -0.7% | -$29.6K | 0.19% | 63 |
|
|
2022
Q2 | $3.96M | Buy |
37,319
+35,853
| +2,446% | +$3.81M | 0.17% | 68 |
|
|
2022
Q1 | $4.78M | Buy |
1,466
+52
| +4% | +$170K | 0.19% | 56 |
|
|
2021
Q4 | $4.72M | Buy |
1,414
+76
| +6% | +$253K | 0.19% | 48 |
|
|
2021
Q3 | $4.4M | Buy |
1,338
+62
| +5% | +$204K | 0.2% | 40 |
|
|
2021
Q2 | $4.39M | Buy |
1,276
+27
| +2% | +$92.9K | 0.21% | 40 |
|
|
2021
Q1 | $3.87M | Sell |
1,249
-19
| -1% | -$58.8K | 0.2% | 45 |
|
|
2020
Q4 | $4.13M | Sell |
1,268
-1,302
| -51% | -$4.24M | 0.21% | 38 |
|
|
2020
Q3 | $8.09M | Sell |
2,570
-107
| -4% | -$337K | 0.43% | 16 |
|
|
2020
Q2 | $7.39M | Buy |
2,677
+155
| +6% | +$428K | 0.42% | 18 |
|
|
2020
Q1 | $4.92M | Buy |
2,522
+79
| +3% | +$154K | 0.34% | 18 |
|
|
2019
Q4 | $4.51M | Sell |
2,443
-46
| -2% | -$85K | 0.27% | 29 |
|
|
2019
Q3 | $4.32M | Buy |
2,489
+82
| +3% | +$142K | 0.27% | 30 |
|
|
2019
Q2 | $4.7M | Buy |
2,407
+76
| +3% | +$148K | 0.3% | 27 |
|
|
2019
Q1 | $4.15M | Buy |
2,331
+235
| +11% | +$418K | 0.29% | 26 |
|
|
2018
Q4 | $3.15M | Buy |
2,096
+114
| +6% | +$171K | 0.24% | 39 |
|
|
2018
Q3 | $3.97M | Buy |
1,982
+32
| +2% | +$64.1K | 0.32% | 25 |
|
|
2018
Q2 | $3.31M | Sell |
1,950
-68
| -3% | -$116K | 0.3% | 27 |
|
|
2018
Q1 | $2.92M | Sell |
2,018
-41
| -2% | -$59.3K | 0.25% | 30 |
|
|
2017
Q4 | $2.41M | Sell |
2,059
-797
| -28% | -$932K | 0.22% | 44 |
|
|
2017
Q3 | $2.75M | Buy |
2,856
+266
| +10% | +$256K | 0.22% | 46 |
|
|
2017
Q2 | $2.51M | Buy |
2,590
+893
| +53% | +$864K | 0.21% | 48 |
|
|
2017
Q1 | $1.5M | Buy |
1,697
+145
| +9% | +$129K | 0.13% | 67 |
|
|
2016
Q4 | $1.16M | Buy |
+1,552
| New | +$1.16M | 0.12% | 77 |
|