Buckingham Strategic Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $63.8M | Sell |
330,228
-362
| -0.1% | -$66.5K | 0.66% | 26 |
|
|
2024
Q1 | $59.6M | Sell |
330,590
-49,928
| -13% | -$8.33M | 0.63% | 26 |
|
|
2023
Q4 | $57.8M | Buy |
380,518
+83
| +0% | +$11.6K | 0.69% | 21 |
|
|
2023
Q3 | $48.4M | Buy |
380,435
+2,935
| +0.8% | +$393K | 0.68% | 19 |
|
|
2023
Q2 | $49.2M | Sell |
377,500
-7,143
| -2% | -$816K | 0.7% | 19 |
|
|
2023
Q1 | $32.3M | Hold |
384,643
| – | – | 0.59% | 21 |
|
|
2022
Q4 | $32.3M | Sell |
384,643
-8,007
| -2% | -$791K | 0.59% | 21 |
|
|
2022
Q3 | $44.4M | Buy |
392,650
+8,869
| +2% | +$1.12M | 0.91% | 14 |
|
|
2022
Q2 | $40.8M | Buy |
383,781
+3,201
| +0.8% | +$401K | 0.81% | 15 |
|
|
2022
Q1 | $62M | Sell |
380,580
-1,840
| -0.5% | -$284K | 1.22% | 13 |
|
|
2021
Q4 | $63.8M | Sell |
382,420
-5,460
| -1% | -$934K | 1.23% | 11 |
|
|
2021
Q3 | $63.7M | Buy |
387,880
+4,380
| +1% | +$756K | 1.31% | 11 |
|
|
2021
Q2 | $66M | Buy |
383,500
+1,720
| +0.5% | +$286K | 1.59% | 9 |
|
|
2021
Q1 | $59.1M | Sell |
381,780
-7,320
| -2% | -$1.16M | 2.91% | 6 |
|
|
2020
Q4 | $63.4M | Buy |
389,100
+35,360
| +10% | +$5.64M | 3.33% | 6 |
|
|
2020
Q3 | $55.7M | Buy |
353,740
+28,340
| +9% | +$4.47M | 4.26% | 3 |
|
|
2020
Q2 | $44.9M | Sell |
325,400
-50,620
| -13% | -$6.11M | 4.27% | 3 |
|
|
2020
Q1 | $36.7M | Buy |
376,020
+7,580
| +2% | +$734K | 3.54% | 5 |
|
|
2019
Q4 | $34M | Buy |
368,440
+25,260
| +7% | +$2.24M | 3.27% | 4 |
|
|
2019
Q3 | $29.8M | Sell |
343,180
-13,300
| -4% | -$1.23M | 3.23% | 2 |
|
|
2019
Q2 | $33.8M | Buy |
356,480
+198,380
| +125% | +$18.5M | 3.67% | 2 |
|
|
2019
Q1 | $14.1M | Buy |
158,100
+4,600
| +3% | +$383K | 1.77% | 14 |
|
|
2018
Q4 | $11.5M | Buy |
153,500
+3,160
| +2% | +$263K | 1.76% | 13 |
|
|
2018
Q3 | $15.1M | Sell |
150,340
-1,700
| -1% | -$160K | 2.31% | 11 |
|
|
2018
Q2 | $12.9M | Buy |
152,040
+31,940
| +27% | +$2.54M | 2.09% | 10 |
|
|
2018
Q1 | $8.69M | Sell |
120,100
-1,300
| -1% | -$93K | 1.69% | 12 |
|
|
2017
Q4 | $7.1M | Buy |
121,400
+69,020
| +132% | +$3.8M | 1.48% | 12 |
|
|
2017
Q3 | $2.52M | Sell |
52,380
-13,480
| -20% | -$662K | 0.6% | 33 |
|
|
2017
Q2 | $3.19M | Buy |
65,860
+12,480
| +23% | +$595K | 0.75% | 26 |
|
|
2017
Q1 | $2.37M | Buy |
53,380
+7,820
| +17% | +$326K | 0.69% | 27 |
|
|
2016
Q4 | $1.71M | Buy |
45,560
+22,440
| +97% | +$879K | 0.55% | 40 |
|
|
2016
Q3 | $968K | Sell |
23,120
-1,680
| -7% | -$64.3K | 0.33% | 60 |
|
|
2016
Q2 | $887K | Sell |
24,800
-700
| -3% | -$23.7K | 0.3% | 65 |
|
|
2016
Q1 | $757K | Buy |
25,500
+6,920
| +37% | +$196K | 0.25% | 79 |
|
|
2015
Q4 | $628K | Buy |
18,580
+3,620
| +24% | +$114K | 0.21% | 86 |
|
|
2015
Q3 | $383K | Sell |
14,960
-1,360
| -8% | -$34.4K | 0.14% | 115 |
|
|
2015
Q2 | $354K | Sell |
16,320
-680
| -4% | -$14.2K | 0.12% | 135 |
|
|
2015
Q1 | $316K | Sell |
17,000
-1,380
| -8% | -$24.3K | 0.12% | 137 |
|
|
2014
Q4 | $285K | Buy |
+18,380
| New | +$286K | 0.11% | 144 |
|
|
2014
Q3 | – | Sell |
-14,260
| Closed | -$232K | – | 186 |
|
|
2014
Q2 | $232K | Sell |
14,260
-800
| -5% | -$12.7K | 0.1% | 146 |
|
|
2014
Q1 | $253K | Buy |
15,060
+1,000
| +7% | +$18.6K | 0.12% | 120 |
|
|
2013
Q4 | $280K | Sell |
14,060
-480
| -3% | -$8.63K | 0.13% | 112 |
|
|
2013
Q3 | $227K | Sell |
14,540
-60
| -0.4% | -$894 | 0.12% | 112 |
|
|
2013
Q2 | $203K | Buy |
+14,600
| New | +$194K | 0.11% | 118 |
|
Other funds holding AMZN
Buckingham Strategic Wealth's AMZN Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Amazon (AMZN) stake by 0.11% in Q2 2024, selling an estimated $66.5K and leaving 330,228 shares worth $63.8M. The position accounts for 0.66% of the portfolio, ranked #26.
Buckingham Strategic Wealth first reported a position in AMZN in Q2 2013 and has held it in 44 quarters since. The position peaked at $66M in Q2 2021. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.
- Buckingham Strategic Wealth held 330,228 shares of Amazon worth $63.8M as of Q2 2024.
- Buckingham Strategic Wealth sold 362 Amazon shares in Q2 2024, an estimated $66.5K.
- Amazon made up 0.66% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #26 holding.
- Buckingham Strategic Wealth first reported a position in Amazon in Q2 2013 and has held it in 44 quarters since.
- Buckingham Strategic Wealth's Amazon position peaked at $66M in Q2 2021.
- 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.