Brendel Financial 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 | $2.92M | Buy |
13,320
+1,233
| +10% | +$270K | 1.64% | 27 |
|
|
2025
Q1 | $2.3M | Sell |
12,087
-1,368
| -10% | -$260K | 1.4% | 32 |
|
|
2024
Q4 | $2.95M | Buy |
13,455
+312
| +2% | +$68.5K | 1.79% | 23 |
|
|
2024
Q3 | $2.45M | Buy |
13,143
+1,042
| +9% | +$194K | 1.39% | 31 |
|
|
2024
Q2 | $2.34M | Buy |
12,101
+10,090
| +502% | +$1.95M | 1.49% | 29 |
|
|
2024
Q1 | $363K | Sell |
2,011
-50
| -2% | -$9.03K | 0.42% | 43 |
|
|
2023
Q4 | $313K | Buy |
+2,061
| New | +$313K | 0.21% | 72 |
|
|
2023
Q2 | – | Sell |
-2,306
| Closed | -$238K | – | 51 |
|
|
2023
Q1 | $238K | Buy |
+2,306
| New | +$238K | 0.18% | 76 |
|
|
2022
Q2 | – | Sell |
-1,960
| Closed | -$319K | – | 93 |
|
|
2022
Q1 | $319K | Sell |
1,960
-15,900
| -89% | -$2.59M | 0.17% | 88 |
|
|
2021
Q4 | $2.98M | Buy |
+17,860
| New | +$2.98M | 1.54% | 26 |
|
|
2021
Q3 | – | Sell |
-16,060
| Closed | -$2.76M | – | 70 |
|
|
2021
Q2 | $2.76M | Sell |
16,060
-1,180
| -7% | -$203K | 1.52% | 21 |
|
|
2021
Q1 | $2.67M | Sell |
17,240
-2,060
| -11% | -$319K | 1.79% | 23 |
|
|
2020
Q4 | $3.14M | Sell |
19,300
-260
| -1% | -$42.3K | 2.14% | 19 |
|
|
2020
Q3 | $3.08M | Buy |
19,560
+240
| +1% | +$37.8K | 2.46% | 13 |
|
|
2020
Q2 | $2.67M | Sell |
19,320
-460
| -2% | -$63.5K | 2.3% | 15 |
|
|
2020
Q1 | $1.93M | Buy |
19,780
+2,720
| +16% | +$265K | 2.27% | 19 |
|
|
2019
Q4 | $1.58M | Sell |
17,060
-3,560
| -17% | -$329K | 1.34% | 32 |
|
|
2019
Q3 | $1.79M | Buy |
20,620
+1,340
| +7% | +$116K | 1.61% | 30 |
|
|
2019
Q2 | $1.83M | Sell |
19,280
-320
| -2% | -$30.3K | 1.77% | 30 |
|
|
2019
Q1 | $1.75M | Sell |
19,600
-2,660
| -12% | -$237K | 1.57% | 33 |
|
|
2018
Q4 | $1.67M | Buy |
+22,260
| New | +$1.67M | 1.92% | 20 |
|