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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