Claro Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.7M | Sell |
87,023
-662
| -0.8% | -$166K | 2.18% | 7 |
|
|
2026
Q1 | $18.3M | Buy |
87,685
+22,938
| +35% | +$5.05M | 2.2% | 8 |
|
|
2025
Q4 | $14.9M | Buy |
64,747
+2,552
| +4% | +$584K | 2.04% | 10 |
|
|
2025
Q3 | $13.7M | Sell |
62,195
-779
| -1% | -$176K | 1.99% | 10 |
|
|
2025
Q2 | $13.8M | Sell |
62,974
-12,886
| -17% | -$2.55M | 2.28% | 8 |
|
|
2025
Q1 | $14.4M | Sell |
75,860
-1,237
| -2% | -$268K | 1.93% | 8 |
|
|
2024
Q4 | $16.9M | Buy |
77,097
+1,331
| +2% | +$272K | 2.29% | 7 |
|
|
2024
Q3 | $14.1M | Buy |
75,766
+7,794
| +11% | +$1.42M | 1.82% | 9 |
|
|
2024
Q2 | $13.1M | Buy |
67,972
+4,281
| +7% | +$786K | 2.05% | 7 |
|
|
2024
Q1 | $11.5M | Buy |
63,691
+5,952
| +10% | +$994K | 1.99% | 7 |
|
|
2023
Q4 | $8.77M | Buy |
57,739
+2,428
| +4% | +$340K | 1.9% | 7 |
|
|
2023
Q3 | $7.03M | Sell |
55,311
-148
| -0.3% | -$19.8K | 1.76% | 7 |
|
|
2023
Q2 | $7.23M | Buy |
55,459
+814
| +1% | +$93K | 1.8% | 6 |
|
|
2023
Q1 | $5.64M | Sell |
54,645
-5,562
| -9% | -$537K | 1.66% | 7 |
|
|
2022
Q4 | $5.06M | Buy |
60,207
+2,780
| +5% | +$275K | 1.65% | 8 |
|
|
2022
Q3 | $6.1M | Hold |
57,427
| – | – | 2.42% | 4 |
|
|
2022
Q2 | $6.1M | Buy |
57,427
+1,307
| +2% | +$164K | 2.42% | 4 |
|
|
2022
Q1 | $9.36M | Hold |
56,120
| – | – | 3.37% | 4 |
|
|
2021
Q4 | $9.36M | Buy |
56,120
+160
| +0.3% | +$27.4K | 3.37% | 4 |
|
|
2021
Q3 | $9.19M | Buy |
55,960
+760
| +1% | +$131K | 3.87% | 4 |
|
|
2021
Q2 | $9.49M | Buy |
55,200
+1,240
| +2% | +$206K | 4.27% | 3 |
|
|
2021
Q1 | $8.35M | Buy |
53,960
+1,260
| +2% | +$200K | 4.23% | 3 |
|
|
2020
Q4 | $8.58M | Buy |
52,700
+4,820
| +10% | +$769K | 4.56% | 3 |
|
|
2020
Q3 | $7.54M | Sell |
47,880
-620
| -1% | -$97.7K | 4.78% | 3 |
|
|
2020
Q2 | $6.69M | Buy |
48,500
+7,020
| +17% | +$848K | 4.6% | 3 |
|
|
2020
Q1 | $4.04M | Buy |
41,480
+1,280
| +3% | +$124K | 3.77% | 4 |
|
|
2019
Q4 | $3.71M | Buy |
40,200
+15,280
| +61% | +$1.35M | 2.86% | 4 |
|
|
2019
Q3 | $2.16M | Buy |
24,920
+380
| +2% | +$35.2K | 1.92% | 7 |
|
|
2019
Q2 | $2.32M | Sell |
24,540
-200
| -0.8% | -$18.6K | 2.14% | 7 |
|
|
2019
Q1 | $2.2M | Buy |
24,740
+3,720
| +18% | +$310K | 2.18% | 7 |
|
|
2018
Q4 | $2.1M | Buy |
+21,020
| New | +$1.75M | 1.69% | 7 |
|
Other funds holding AMZN
Claro Advisors's AMZN Position: Q2 2026 in Review
Claro Advisors reduced its Amazon (AMZN) stake by 0.75% in Q2 2026, selling an estimated $166K and leaving 87,023 shares worth $20.7M. The position accounts for 2.18% of the portfolio, ranked #7.
Claro Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Claro Advisors held 87,023 shares of Amazon worth $20.7M as of Q2 2026.
- Claro Advisors sold 662 Amazon shares in Q2 2026, an estimated $166K.
- Amazon made up 2.18% of Claro Advisors's portfolio in Q2 2026, its #7 holding.
- Claro Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.