Bell Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
3,949
+462
| +13% | +$101K | 0.15% | 57 |
|
|
2025
Q1 | $663K | Buy |
3,487
+65
| +2% | +$12.4K | 0.12% | 57 |
|
|
2024
Q4 | $751K | Buy |
3,422
+63
| +2% | +$13.8K | 0.14% | 57 |
|
|
2024
Q3 | $626K | Buy |
3,359
+51
| +2% | +$9.5K | 0.11% | 59 |
|
|
2024
Q2 | $639K | Buy |
3,308
+103
| +3% | +$19.9K | 0.13% | 61 |
|
|
2024
Q1 | $578K | Buy |
3,205
+273
| +9% | +$49.2K | 0.11% | 63 |
|
|
2023
Q4 | $445K | Buy |
2,932
+67
| +2% | +$10.2K | 0.09% | 66 |
|
|
2023
Q3 | $364K | Buy |
2,865
+39
| +1% | +$4.96K | 0.08% | 72 |
|
|
2023
Q2 | $368K | Buy |
2,826
+421
| +18% | +$54.9K | 0.08% | 65 |
|
|
2023
Q1 | $248K | Buy |
2,405
+974
| +68% | +$101K | 0.06% | 76 |
|
|
2022
Q4 | $120K | Sell |
1,431
-955
| -40% | -$80.2K | 0.03% | 99 |
|
|
2022
Q3 | $270K | Buy |
2,386
+876
| +58% | +$99.1K | 0.08% | 58 |
|
|
2022
Q2 | $160K | Buy |
+1,510
| New | +$160K | 0.05% | 73 |
|
|
2021
Q4 | $400K | Sell |
2,400
-2,000
| -45% | -$333K | 0.11% | 56 |
|
|
2021
Q3 | $723K | Buy |
+4,400
| New | +$723K | 0.21% | 42 |
|