CIA
Cape Investment Advisory’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.29M | Buy |
19,552
+371
| +2% | +$81.4K | 1.57% | 10 |
|
2025
Q1 | $3.65M | Sell |
19,181
-960
| -5% | -$183K | 1.45% | 10 |
|
2024
Q4 | $4.42M | Sell |
20,141
-1,723
| -8% | -$378K | 1.73% | 7 |
|
2024
Q3 | $4.07M | Buy |
21,864
+1,491
| +7% | +$278K | 1.65% | 8 |
|
2024
Q2 | $3.94M | Buy |
20,373
+14
| +0.1% | +$2.71K | 1.77% | 6 |
|
2024
Q1 | $3.67M | Sell |
20,359
-2,826
| -12% | -$510K | 1.72% | 7 |
|
2023
Q4 | $3.52M | Buy |
23,185
+2,907
| +14% | +$442K | 1.72% | 7 |
|
2023
Q3 | $2.58M | Sell |
20,278
-389
| -2% | -$49.5K | 1.46% | 11 |
|
2023
Q2 | $2.69M | Buy |
20,667
+299
| +1% | +$39K | 1.5% | 9 |
|
2023
Q1 | $2.1M | Buy |
+20,368
| New | +$2.1M | 1.28% | 12 |
|