CFA
Capstone Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
34,257
+361
| +1% | +$79.2K | 0.44% | 25 |
|
|
2025
Q1 | $6.45M | Sell |
33,896
-2,159
| -6% | -$411K | 0.4% | 23 |
|
|
2024
Q4 | $7.91M | Sell |
36,055
-2,310
| -6% | -$507K | 0.49% | 22 |
|
|
2024
Q3 | $7.15M | Sell |
38,365
-2,524
| -6% | -$470K | 0.44% | 24 |
|
|
2024
Q2 | $7.9M | Sell |
40,889
-818
| -2% | -$158K | 0.52% | 21 |
|
|
2024
Q1 | $7.52M | Buy |
41,707
+6,487
| +18% | +$1.17M | 0.51% | 21 |
|
|
2023
Q4 | $5.35M | Sell |
35,220
-761
| -2% | -$116K | 0.38% | 23 |
|
|
2023
Q3 | $4.57M | Buy |
35,981
+3,890
| +12% | +$495K | 0.36% | 23 |
|
|
2023
Q2 | $4.18M | Buy |
32,091
+272
| +0.9% | +$35.5K | 0.31% | 25 |
|
|
2023
Q1 | $3.29M | Buy |
31,819
+972
| +3% | +$100K | 0.26% | 28 |
|
|
2022
Q4 | $2.59M | Sell |
30,847
-3,515
| -10% | -$295K | 0.22% | 29 |
|
|
2022
Q3 | $3.88M | Buy |
34,362
+3,661
| +12% | +$414K | 0.36% | 24 |
|
|
2022
Q2 | $3.26M | Buy |
30,701
+29,248
| +2,013% | +$3.11M | 0.28% | 31 |
|
|
2022
Q1 | $4.74M | Buy |
1,453
+27
| +2% | +$88K | 0.34% | 31 |
|
|
2021
Q4 | $4.76M | Sell |
1,426
-2
| -0.1% | -$6.67K | 0.34% | 27 |
|
|
2021
Q3 | $4.69M | Buy |
1,428
+71
| +5% | +$233K | 0.37% | 23 |
|
|
2021
Q2 | $4.67M | Sell |
1,357
-80
| -6% | -$275K | 0.37% | 22 |
|
|
2021
Q1 | $4.45M | Sell |
1,437
-30
| -2% | -$92.8K | 0.39% | 22 |
|
|
2020
Q4 | $4.78M | Sell |
1,467
-19
| -1% | -$61.9K | 0.45% | 21 |
|
|
2020
Q3 | $4.68M | Buy |
1,486
+8
| +0.5% | +$25.2K | 0.49% | 22 |
|
|
2020
Q2 | $4.08M | Buy |
1,478
+203
| +16% | +$560K | 0.47% | 21 |
|
|
2020
Q1 | $2.49M | Sell |
1,275
-18
| -1% | -$35.1K | 0.32% | 23 |
|
|
2019
Q4 | $2.39M | Sell |
1,293
-15
| -1% | -$27.7K | 0.34% | 19 |
|
|
2019
Q3 | $2.27M | Sell |
1,308
-80
| -6% | -$139K | 0.35% | 19 |
|
|
2019
Q2 | $2.63M | Buy |
1,388
+17
| +1% | +$32.2K | 0.43% | 19 |
|
|
2019
Q1 | $2.44M | Buy |
1,371
+40
| +3% | +$71.2K | 0.42% | 19 |
|
|
2018
Q4 | $2M | Sell |
1,331
-75
| -5% | -$113K | 0.4% | 24 |
|
|
2018
Q3 | $2.82M | Buy |
1,406
+323
| +30% | +$647K | 0.7% | 15 |
|
|
2018
Q2 | $1.84M | Buy |
1,083
+82
| +8% | +$139K | 0.55% | 17 |
|
|
2018
Q1 | $1.45M | Sell |
1,001
-91
| -8% | -$132K | 0.48% | 21 |
|
|
2017
Q4 | $1.28M | Sell |
1,092
-130
| -11% | -$152K | 0.48% | 21 |
|
|
2017
Q3 | $1.18M | Sell |
1,222
-120
| -9% | -$115K | 0.52% | 21 |
|
|
2017
Q2 | $1.3M | Buy |
1,342
+217
| +19% | +$210K | 0.63% | 18 |
|
|
2017
Q1 | $997K | Sell |
1,125
-5
| -0.4% | -$4.43K | 0.51% | 20 |
|
|
2016
Q4 | $847K | Buy |
1,130
+43
| +4% | +$32.2K | 0.39% | 24 |
|
|
2016
Q3 | $910K | Sell |
1,087
-45
| -4% | -$37.7K | 0.48% | 20 |
|
|
2016
Q2 | $810K | Buy |
1,132
+250
| +28% | +$179K | 0.44% | 23 |
|
|
2016
Q1 | $524K | Sell |
882
-45
| -5% | -$26.7K | 0.21% | 39 |
|
|
2015
Q4 | $627K | Hold |
927
| – | – | 0.22% | 31 |
|
|
2015
Q3 | $475K | Buy |
+927
| New | +$475K | 0.21% | 36 |
|
|
2015
Q2 | – | Sell |
-582
| Closed | -$217K | – | 100 |
|
|
2015
Q1 | $217K | Buy |
+582
| New | +$217K | 0.08% | 72 |
|
|
2014
Q4 | – | Sell |
-622
| Closed | -$201K | – | 92 |
|
|
2014
Q3 | $201K | Sell |
622
-245
| -28% | -$79.2K | 0.12% | 57 |
|
|
2014
Q2 | $282K | Sell |
867
-21
| -2% | -$6.83K | 0.2% | 40 |
|
|
2014
Q1 | $299K | Sell |
888
-233
| -21% | -$78.5K | 0.18% | 38 |
|
|
2013
Q4 | $447K | Buy |
+1,121
| New | +$447K | 0.29% | 31 |
|