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