Caerus 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 | $1.06M | Hold |
4,816
| – | – | 1.01% | 18 |
|
|
2025
Q1 | $916K | Hold |
4,816
| – | – | 0.88% | 17 |
|
|
2024
Q4 | $1.06M | Sell |
4,816
-40
| -0.8% | -$8.78K | 0.99% | 15 |
|
|
2024
Q3 | $905K | Hold |
4,856
| – | – | 0.86% | 17 |
|
|
2024
Q2 | $938K | Hold |
4,856
| – | – | 0.92% | 17 |
|
|
2024
Q1 | $876K | Buy |
4,856
+239
| +5% | +$43.1K | 0.84% | 17 |
|
|
2023
Q4 | $702K | Hold |
4,617
| – | – | 0.67% | 17 |
|
|
2023
Q3 | $587K | Hold |
4,617
| – | – | 0.6% | 17 |
|
|
2023
Q2 | $602K | Hold |
4,617
| – | – | 0.68% | 17 |
|
|
2023
Q1 | $477K | Sell |
4,617
-1,463
| -24% | -$151K | 0.55% | 28 |
|
|
2022
Q4 | $511K | Buy |
6,080
+2,620
| +76% | +$220K | 0.77% | 20 |
|
|
2022
Q3 | $391K | Sell |
3,460
-1,740
| -33% | -$197K | 0.49% | 29 |
|
|
2022
Q2 | $552K | Hold |
5,200
| – | – | 0.67% | 23 |
|
|
2022
Q1 | $566K | Sell |
5,200
-5,820
| -53% | -$633K | 0.69% | 23 |
|
|
2021
Q4 | $1.84M | Buy |
+11,020
| New | +$1.84M | 1.99% | 12 |
|