Avitas Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.1M | Sell |
114,337
-1,733
| -1% | -$380K | 3.47% | 5 |
|
|
2024
Q3 | $21.6M | Sell |
116,070
-3,431
| -3% | -$639K | 3.04% | 5 |
|
|
2024
Q2 | $23.1M | Sell |
119,501
-3,029
| -2% | -$585K | 3.38% | 5 |
|
|
2024
Q1 | $22.1M | Sell |
122,530
-1,681
| -1% | -$303K | 3.36% | 5 |
|
|
2023
Q4 | $18.9M | Sell |
124,211
-366
| -0.3% | -$55.6K | 3.16% | 3 |
|
|
2023
Q3 | $15.8M | Sell |
124,577
-3,090
| -2% | -$393K | 3.01% | 4 |
|
|
2023
Q2 | $16.6M | Buy |
127,667
+571
| +0.4% | +$74.4K | 3.01% | 4 |
|
|
2023
Q1 | $13.1M | Sell |
127,096
-1,618
| -1% | -$167K | 2.57% | 4 |
|
|
2022
Q4 | $10.8M | Buy |
128,714
+71,668
| +126% | +$6.02M | 2.28% | 5 |
|
|
2022
Q3 | $6.45M | Sell |
57,046
-9,539
| -14% | -$1.08M | 1.48% | 14 |
|
|
2022
Q2 | $7.07M | Sell |
66,585
-79,015
| -54% | -$8.39M | 1.55% | 13 |
|
|
2022
Q1 | $23.7M | Buy |
145,600
+59,700
| +69% | +$9.73M | 4.28% | 3 |
|
|
2021
Q4 | $14.3M | Buy |
85,900
+29,460
| +52% | +$4.91M | 2.4% | 3 |
|
|
2021
Q3 | $9.27M | Sell |
56,440
-760
| -1% | -$125K | 1.69% | 6 |
|
|
2021
Q2 | $9.84M | Buy |
57,200
+1,500
| +3% | +$258K | 1.75% | 5 |
|
|
2021
Q1 | $8.62M | Sell |
55,700
-2,180
| -4% | -$337K | 1.69% | 5 |
|
|
2020
Q4 | $9.43M | Buy |
57,880
+200
| +0.3% | +$32.6K | 1.91% | 5 |
|
|
2020
Q3 | $9.08M | Buy |
57,680
+280
| +0.5% | +$44.1K | 2.53% | 3 |
|
|
2020
Q2 | $7.92M | Sell |
57,400
-1,600
| -3% | -$221K | 2.63% | 3 |
|
|
2020
Q1 | $5.75M | Sell |
59,000
-920
| -2% | -$89.7K | 2.62% | 4 |
|
|
2019
Q4 | $5.54M | Buy |
59,920
+440
| +0.7% | +$40.7K | 1.42% | 11 |
|
|
2019
Q3 | $5.16M | Buy |
59,480
+780
| +1% | +$67.7K | 1.43% | 9 |
|
|
2019
Q2 | $5.56M | Sell |
58,700
-3,540
| -6% | -$335K | 1.55% | 8 |
|
|
2019
Q1 | $5.54M | Sell |
62,240
-460
| -0.7% | -$41K | 1.61% | 8 |
|
|
2018
Q4 | $4.71M | Buy |
62,700
+5,360
| +9% | +$403K | 1.55% | 8 |
|
|
2018
Q3 | $5.74M | Buy |
57,340
+1,700
| +3% | +$170K | 1.63% | 4 |
|
|
2018
Q2 | $4.73M | Buy |
+55,640
| New | +$4.73M | 1.47% | 7 |
|