CI
Cavalier Investments’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
91,926
+15,500
| +20% | +$3.4M | 6.11% | 3 |
|
|
2025
Q1 | $14.5M | Sell |
76,426
-50,605
| -40% | -$9.63M | 4.94% | 3 |
|
|
2024
Q4 | $27.9M | Buy |
127,031
+5,272
| +4% | +$1.16M | 9.31% | 2 |
|
|
2024
Q3 | $22.7M | Buy |
121,759
+101,493
| +501% | +$18.9M | 6.96% | 4 |
|
|
2024
Q2 | $3.92M | Buy |
+20,266
| New | +$3.92M | 1.21% | 20 |
|
|
2023
Q1 | – | Sell |
-5,327
| Closed | -$447K | – | 67 |
|
|
2022
Q4 | $447K | Sell |
5,327
-336
| -6% | -$28.2K | 0.16% | 92 |
|
|
2022
Q3 | $640K | Sell |
5,663
-2,089
| -27% | -$236K | 0.23% | 69 |
|
|
2022
Q2 | $823K | Buy |
7,752
+7,330
| +1,737% | +$778K | 0.29% | 74 |
|
|
2022
Q1 | $1.38M | Sell |
422
-144
| -25% | -$470K | 0.36% | 61 |
|
|
2021
Q4 | $1.89M | Buy |
566
+39
| +7% | +$130K | 0.49% | 55 |
|
|
2021
Q3 | $1.73M | Buy |
527
+93
| +21% | +$305K | 0.55% | 50 |
|
|
2021
Q2 | $1.49M | Hold |
434
| – | – | 0.54% | 73 |
|
|
2021
Q1 | $1.34M | Buy |
+434
| New | +$1.34M | 0.58% | 78 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$1.39M | – | 131 |
|
|
2019
Q3 | $1.39M | Hold |
800
| – | – | 0.6% | 49 |
|
|
2019
Q2 | $1.52M | Sell |
800
-623
| -44% | -$1.18M | 0.63% | 45 |
|
|
2019
Q1 | $2.53M | Hold |
1,423
| – | – | 1.04% | 22 |
|
|
2018
Q4 | $2.14M | Buy |
1,423
+623
| +78% | +$936K | 0.69% | 20 |
|
|
2018
Q3 | $1.6M | Buy |
+800
| New | +$1.6M | 0.47% | 55 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$961K | – | 137 |
|
|
2017
Q3 | $961K | Sell |
1,000
-700
| -41% | -$673K | 0.46% | 55 |
|
|
2017
Q2 | $1.51M | Hold |
1,700
| – | – | 0.84% | 20 |
|
|
2017
Q1 | $1.51M | Buy |
1,700
+800
| +89% | +$709K | 0.84% | 20 |
|
|
2016
Q4 | $675K | Hold |
900
| – | – | 0.43% | 47 |
|
|
2016
Q3 | $754K | Hold |
900
| – | – | 0.46% | 52 |
|
|
2016
Q2 | $644K | Buy |
+900
| New | +$644K | 0.38% | 58 |
|