Charter Oak Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Buy
2025
Q2
$1.69M Buy
2025
Q1
$1.4M Buy
2024
Q4
$1.56M Buy
2024
Q3
$1.19M Buy
2024
Q2
$1.04M Sell
2024
Q1
$1.1M Buy
2023
Q4
$751K Buy
2023
Q3
$609K Sell
2023
Q2
$631K Sell
2023
Q1
$520K Sell
2022
Q4
$662K Buy
2022
Q3
$518K Sell
2022
Q2
$496K Sell
2022
Q1
$769K Buy
2021
Q4
$774K Sell
2021
Q3
$765K Buy
2021
Q2
$791K Buy
2021
Q1
$619K Buy
2020
Q4
$638K Buy