CBIZ Investment Advisory Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
3,783
+73
| +2% | +$16K | 0.04% | 26 |
|
|
2025
Q1 | $706K | Buy |
3,710
+685
| +23% | +$130K | 0.03% | 27 |
|
|
2024
Q4 | $664K | Buy |
3,025
+118
| +4% | +$25.9K | 0.03% | 27 |
|
|
2024
Q3 | $542K | Buy |
2,907
+262
| +10% | +$48.8K | 0.03% | 29 |
|
|
2024
Q2 | $511K | Buy |
2,645
+1,847
| +231% | +$357K | 0.03% | 27 |
|
|
2024
Q1 | $144K | Buy |
+798
| New | +$144K | 0.01% | 57 |
|
|
2022
Q2 | – | Sell |
-2,280
| Closed | -$372K | – | 35 |
|
|
2022
Q1 | $372K | Buy |
+2,280
| New | +$372K | 0.03% | 14 |
|
|
2021
Q4 | – | Hold |
0
| – | -$16K | – | 35 |
|
|
2021
Q3 | – | Hold |
0
| – | -$28K | – | 74 |
|
|
2021
Q2 | – | Hold |
0
| – | -$25K | – | 69 |
|
|
2021
Q1 | – | Hold |
0
| – | -$26K | – | 63 |
|
|
2020
Q4 | – | Hold |
0
| – | -$25K | – | 67 |
|
|
2020
Q3 | – | Hold |
0
| – | -$22K | – | 72 |
|
|
2020
Q2 | – | Hold |
0
| – | -$57K | – | 81 |
|
|
2020
Q1 | – | Hold |
0
| – | -$15K | – | 67 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 111 |
|