Cardinal Strategic Wealth Guidance’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,479
| Closed | -$681K | – | 59 |
|
|
2023
Q4 | $681K | Hold |
4,479
| – | – | 0.27% | 34 |
|
|
2023
Q3 | $569K | Hold |
4,479
| – | – | 0.26% | 37 |
|
|
2023
Q2 | $584K | Buy |
4,479
+100
| +2% | +$13K | 0.26% | 34 |
|
|
2023
Q1 | $452K | Sell |
4,379
-157
| -3% | -$16.2K | 0.21% | 41 |
|
|
2022
Q4 | $381K | Buy |
4,536
+416
| +10% | +$34.9K | 0.18% | 52 |
|
|
2022
Q3 | $466K | Buy |
4,120
+800
| +24% | +$90.5K | 0.25% | 41 |
|
|
2022
Q2 | $353K | Hold |
3,320
| – | – | 0.18% | 48 |
|
|
2022
Q1 | $541K | Hold |
3,320
| – | – | 0.25% | 47 |
|
|
2021
Q4 | $554K | Sell |
3,320
-100
| -3% | -$16.7K | 0.26% | 48 |
|
|
2021
Q3 | $562K | Sell |
3,420
-60
| -2% | -$9.86K | 0.29% | 47 |
|
|
2021
Q2 | $599K | Hold |
3,480
| – | – | 0.32% | 45 |
|
|
2021
Q1 | $538K | Hold |
3,480
| – | – | 0.32% | 44 |
|
|
2020
Q4 | $567K | Sell |
3,480
-500
| -13% | -$81.5K | 0.34% | 34 |
|
|
2020
Q3 | $627K | Buy |
3,980
+60
| +2% | +$9.45K | 0.44% | 30 |
|
|
2020
Q2 | $541K | Hold |
3,920
| – | – | 0.4% | 34 |
|
|
2020
Q1 | $382K | Sell |
3,920
-100
| -2% | -$9.75K | 0.35% | 34 |
|
|
2019
Q4 | $371K | Buy |
+4,020
| New | +$371K | 0.32% | 46 |
|