CSIA
Carl Stuart Investment Advisor’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,770
| Closed | -$1.03M | – | 17 |
|
|
2023
Q4 | $1.03M | Hold |
6,770
| – | – | 0.69% | 12 |
|
|
2023
Q3 | $876K | Hold |
6,770
| – | – | 0.71% | 9 |
|
|
2023
Q2 | $883K | Buy |
+6,770
| New | +$883K | 0.68% | 9 |
|
|
2023
Q1 | – | Sell |
-6,770
| Closed | -$569K | – | 42 |
|
|
2022
Q4 | $569K | Hold |
6,770
| – | – | 0.53% | 10 |
|
|
2022
Q3 | $819K | Hold |
6,770
| – | – | 0.73% | 8 |
|
|
2022
Q2 | $788K | Buy |
6,770
+6,432
| +1,903% | +$749K | 0.69% | 8 |
|
|
2022
Q1 | $11M | Hold |
338
| – | – | 0.8% | 7 |
|
|
2021
Q4 | $1.13M | Buy |
+338
| New | +$1.13M | 0.82% | 7 |
|