Berman Capital Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11.9M | Buy |
72,660
+7,740
| +12% | +$1.27M | 1.88% | 9 |
|
|
2021
Q2 | $11.2M | Buy |
64,920
+8,460
| +15% | +$1.45M | 1.78% | 12 |
|
|
2021
Q1 | $8.73M | Buy |
56,460
+17,580
| +45% | +$2.72M | 1.82% | 10 |
|
|
2020
Q4 | $6.33M | Buy |
38,880
+10,140
| +35% | +$1.65M | 1.52% | 12 |
|
|
2020
Q3 | $4.52M | Sell |
28,740
-4,120
| -13% | -$648K | 1.28% | 13 |
|
|
2020
Q2 | $4.53M | Buy |
32,860
+4,920
| +18% | +$679K | 1.19% | 16 |
|
|
2020
Q1 | $2.72M | Buy |
27,940
+5,540
| +25% | +$540K | 0.88% | 20 |
|
|
2019
Q4 | $2.07M | Buy |
22,400
+460
| +2% | +$42.5K | 0.6% | 24 |
|
|
2019
Q3 | $1.9M | Buy |
21,940
+380
| +2% | +$33K | 0.59% | 24 |
|
|
2019
Q2 | $2.04M | Buy |
21,560
+1,780
| +9% | +$168K | 0.65% | 23 |
|
|
2019
Q1 | $1.76M | Sell |
19,780
-2,020
| -9% | -$180K | 0.59% | 23 |
|
|
2018
Q4 | $1.64M | Buy |
21,800
+7,280
| +50% | +$546K | 0.64% | 23 |
|
|
2018
Q3 | $1.45M | Buy |
14,520
+2,160
| +17% | +$216K | 0.61% | 22 |
|
|
2018
Q2 | $1.05M | Buy |
12,360
+1,580
| +15% | +$134K | 0.37% | 35 |
|
|
2018
Q1 | $781K | Buy |
10,780
+380
| +4% | +$27.5K | 0.3% | 44 |
|
|
2017
Q4 | $608K | Buy |
+10,400
| New | +$608K | 0.2% | 51 |
|