Burt Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.78M | Buy |
17,219
+5,142
| +43% | +$1.16M | 0.93% | 24 |
|
|
2025
Q2 | $2.65M | Sell |
12,077
-80
| -0.7% | -$15.8K | 0.61% | 26 |
|
|
2025
Q1 | $2.31M | Buy |
12,157
+100
| +0.8% | +$21.7K | 0.58% | 25 |
|
|
2024
Q4 | $2.65M | Buy |
12,057
+1,485
| +14% | +$304K | 0.67% | 24 |
|
|
2024
Q3 | $1.97M | Hold |
10,572
| – | – | 0.48% | 28 |
|
|
2024
Q2 | $2.04M | Sell |
10,572
-1,748
| -14% | -$321K | 0.54% | 28 |
|
|
2024
Q1 | $2.22M | Buy |
12,320
+1,458
| +13% | +$243K | 0.56% | 26 |
|
|
2023
Q4 | $1.65M | Hold |
10,862
| – | – | 0.47% | 28 |
|
|
2023
Q3 | $1.38M | Buy |
10,862
+22
| +0.2% | +$2.95K | 0.42% | 26 |
|
|
2023
Q2 | $1.41M | Sell |
10,840
-62
| -0.6% | -$7.08K | 0.43% | 24 |
|
|
2023
Q1 | $1.13M | Buy |
10,902
+742
| +7% | +$71.7K | 0.35% | 27 |
|
|
2022
Q4 | $853K | Buy |
+10,160
| New | +$1M | 0.29% | 33 |
|
|
2022
Q3 | – | Sell |
-11,040
| Closed | -$1.17M | – | 92 |
|
|
2022
Q2 | $1.17M | Buy |
11,040
+100
| +0.9% | +$12.5K | 0.41% | 20 |
|
|
2022
Q1 | $1.78M | Buy |
+10,940
| New | +$1.69M | 0.53% | 22 |
|
|
2021
Q4 | – | Sell |
-10,900
| Closed | -$1.79M | – | 96 |
|
|
2021
Q3 | $1.79M | Buy |
10,900
+80
| +0.7% | +$13.8K | 0.57% | 19 |
|
|
2021
Q2 | $1.86M | Buy |
10,820
+60
| +0.6% | +$9.97K | 0.67% | 18 |
|
|
2021
Q1 | $1.67M | Buy |
10,760
+100
| +0.9% | +$15.9K | 0.61% | 19 |
|
|
2020
Q4 | $1.74M | Buy |
10,660
+200
| +2% | +$31.9K | 0.6% | 18 |
|
|
2020
Q3 | $1.65M | Buy |
10,460
+640
| +7% | +$101K | 0.62% | 19 |
|
|
2020
Q2 | $1.35M | Sell |
9,820
-60
| -0.6% | -$7.25K | 0.55% | 18 |
|
|
2020
Q1 | $963K | Buy |
9,880
+100
| +1% | +$9.68K | 0.43% | 24 |
|
|
2019
Q4 | $904K | Hold |
9,780
| – | – | 0.35% | 26 |
|
|
2019
Q3 | $849K | Sell |
9,780
-60
| -0.6% | -$5.56K | 0.35% | 25 |
|
|
2019
Q2 | $932K | Hold |
9,840
| – | – | 0.41% | 22 |
|
|
2019
Q1 | $876K | Sell |
9,840
-5,840
| -37% | -$486K | 0.4% | 21 |
|
|
2018
Q4 | $1.18M | Buy |
15,680
+2,760
| +21% | +$229K | 0.56% | 25 |
|
|
2018
Q3 | $1.29M | Hold |
12,920
| – | – | 0.59% | 16 |
|
|
2018
Q2 | $1.1M | Hold |
12,920
| – | – | 0.53% | 17 |
|
|
2018
Q1 | $935K | Buy |
12,920
+260
| +2% | +$18.6K | 0.48% | 21 |
|
|
2017
Q4 | $740K | Buy |
12,660
+200
| +2% | +$11K | 0.46% | 23 |
|
|
2017
Q3 | $599K | Buy |
12,460
+640
| +5% | +$31.4K | 0.39% | 27 |
|
|
2017
Q2 | $572K | Buy |
11,820
+600
| +5% | +$28.6K | 0.4% | 30 |
|
|
2017
Q1 | $497K | Sell |
11,220
-1,300
| -10% | -$54.2K | 0.36% | 33 |
|
|
2016
Q4 | $469K | Buy |
12,520
+1,000
| +9% | +$39.2K | 0.42% | 36 |
|
|
2016
Q3 | $482K | Hold |
11,520
| – | – | 0.51% | 27 |
|
|
2016
Q2 | $412K | Buy |
11,520
+2,840
| +33% | +$96.1K | 0.46% | 28 |
|
|
2016
Q1 | $258K | Sell |
8,680
-80
| -0.9% | -$2.27K | 0.24% | 50 |
|
|
2015
Q4 | $296K | Sell |
8,760
-40
| -0.5% | -$1.26K | 0.24% | 47 |
|
|
2015
Q3 | $225K | Buy |
8,800
+300
| +4% | +$7.58K | 0.28% | 47 |
|
|
2015
Q2 | $184K | Hold |
8,500
| – | – | 0.2% | 63 |
|
|
2015
Q1 | $158K | Hold |
8,500
| – | – | 0.16% | 64 |
|
|
2014
Q4 | $132K | Buy |
+8,500
| New | +$132K | 0.14% | 77 |
|
Other funds holding AMZN
Burt Wealth Advisors's AMZN Position: Q3 2025 in Review
Burt Wealth Advisors increased its Amazon (AMZN) stake by 43% in Q3 2025, buying an estimated $1.16M and bringing the position to 17,219 shares worth $3.78M. The position accounts for 0.93% of the portfolio, ranked #24.
Burt Wealth Advisors first reported a position in AMZN in Q4 2014 and has held it in 42 quarters since. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.
- Burt Wealth Advisors held 17,219 shares of Amazon worth $3.78M as of Q3 2025.
- Burt Wealth Advisors bought 5,142 Amazon shares in Q3 2025, an estimated $1.16M.
- Amazon made up 0.93% of Burt Wealth Advisors's portfolio in Q3 2025, its #24 holding.
- Burt Wealth Advisors first reported a position in Amazon in Q4 2014 and has held it in 42 quarters since.
- 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.