Charter Research & Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Sell |
7,410
-265
| -3% | -$58.1K | 1.21% | 27 |
|
2025
Q1 | $1.46M | Hold |
7,675
| – | – | 1.12% | 29 |
|
2024
Q4 | $1.68M | Buy |
7,675
+100
| +1% | +$21.9K | 1.28% | 24 |
|
2024
Q3 | $1.41M | Sell |
7,575
-75
| -1% | -$14K | 1.04% | 28 |
|
2024
Q2 | $1.48M | Buy |
7,650
+130
| +2% | +$25.1K | 1.16% | 27 |
|
2024
Q1 | $1.36M | Hold |
7,520
| – | – | 1.08% | 28 |
|
2023
Q4 | $1.14M | Hold |
7,520
| – | – | 0.95% | 31 |
|
2023
Q3 | $956K | Hold |
7,520
| – | – | 0.86% | 33 |
|
2023
Q2 | $980K | Buy |
7,520
+80
| +1% | +$10.4K | 0.81% | 35 |
|
2023
Q1 | $768K | Buy |
7,440
+1,400
| +23% | +$145K | 0.67% | 38 |
|
2022
Q4 | $507K | Hold |
6,040
| – | – | 0.49% | 50 |
|
2022
Q3 | $683K | Sell |
6,040
-60
| -1% | -$6.79K | 0.69% | 38 |
|
2022
Q2 | $648K | Hold |
6,100
| – | – | 0.59% | 42 |
|
2022
Q1 | $994K | Sell |
6,100
-380
| -6% | -$61.9K | 0.81% | 34 |
|
2021
Q4 | $1.08M | Sell |
6,480
-5,500
| -46% | -$917K | 0.85% | 33 |
|
2021
Q3 | $1.97M | Hold |
11,980
| – | – | 1.63% | 24 |
|
2021
Q2 | $2.06M | Sell |
11,980
-120
| -1% | -$20.6K | 1.71% | 21 |
|
2021
Q1 | $1.87M | Buy |
12,100
+40
| +0.3% | +$6.19K | 1.64% | 21 |
|
2020
Q4 | $1.96M | Sell |
12,060
-140
| -1% | -$22.8K | 1.89% | 19 |
|
2020
Q3 | $1.92M | Sell |
12,200
-200
| -2% | -$31.5K | 2.1% | 16 |
|
2020
Q2 | $1.71M | Buy |
12,400
+260
| +2% | +$35.9K | 1.97% | 18 |
|
2020
Q1 | $1.18M | Buy |
12,140
+200
| +2% | +$19.5K | 1.56% | 24 |
|
2019
Q4 | $1.1M | Buy |
11,940
+460
| +4% | +$42.5K | 1.12% | 31 |
|
2019
Q3 | $996K | Sell |
11,480
-4,400
| -28% | -$382K | 1.08% | 34 |
|
2019
Q2 | $1.5M | Hold |
15,880
| – | – | 1.67% | 23 |
|
2019
Q1 | $1.41M | Hold |
15,880
| – | – | 1.56% | 26 |
|
2018
Q4 | $1.19M | Hold |
15,880
| – | – | 1.51% | 28 |
|
2018
Q3 | $1.59M | Hold |
15,880
| – | – | 1.73% | 21 |
|
2018
Q2 | $1.35M | Hold |
15,880
| – | – | 1.55% | 30 |
|
2018
Q1 | $1.15M | Hold |
15,880
| – | – | 1.37% | 33 |
|
2017
Q4 | $929K | Buy |
+15,880
| New | +$929K | 1.04% | 34 |
|
2016
Q3 | $519K | Hold |
12,400
| – | – | 0.61% | 43 |
|
2016
Q2 | $444K | Hold |
12,400
| – | – | 0.51% | 45 |
|
2016
Q1 | $368K | Hold |
12,400
| – | – | 0.42% | 51 |
|
2015
Q4 | $419K | Hold |
12,400
| – | – | 0.49% | 48 |
|
2015
Q3 | $317K | Hold |
12,400
| – | – | 0.42% | 52 |
|
2015
Q2 | $269K | Hold |
12,400
| – | – | 0.3% | 63 |
|
2015
Q1 | $231K | Buy |
+12,400
| New | +$231K | 0.26% | 68 |
|