CA
Clearstead Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7M | Buy |
358,914
+18,515
| +5% | +$4.06M | 1.11% | 18 |
|
|
2025
Q1 | $64.8M | Buy |
340,399
+6,870
| +2% | +$1.31M | 1% | 20 |
|
|
2024
Q4 | $73.2M | Buy |
333,529
+1,359
| +0.4% | +$298K | 1.11% | 13 |
|
|
2024
Q3 | $61.9M | Buy |
332,170
+13,197
| +4% | +$2.46M | 0.96% | 18 |
|
|
2024
Q2 | $61.6M | Buy |
318,973
+195,571
| +158% | +$37.8M | 1.05% | 18 |
|
|
2024
Q1 | $23M | Buy |
123,402
+3,540
| +3% | +$660K | 1.14% | 20 |
|
|
2023
Q4 | $18.2M | Sell |
119,862
-134,628
| -53% | -$20.5M | 0.97% | 22 |
|
|
2023
Q3 | $32.4M | Buy |
254,490
+156,061
| +159% | +$19.8M | 0.94% | 22 |
|
|
2023
Q2 | $12.8M | Buy |
98,429
+15,014
| +18% | +$1.96M | 0.78% | 27 |
|
|
2023
Q1 | $8.62M | Buy |
83,415
+3,056
| +4% | +$316K | 0.63% | 34 |
|
|
2022
Q4 | $6.75M | Buy |
80,359
+1,312
| +2% | +$110K | 0.53% | 40 |
|
|
2022
Q3 | $8.93M | Sell |
79,047
-15,426
| -16% | -$1.74M | 0.82% | 25 |
|
|
2022
Q2 | $10M | Buy |
94,473
+89,779
| +1,913% | +$9.54M | 0.78% | 28 |
|
|
2022
Q1 | $15.3M | Buy |
4,694
+156
| +3% | +$509K | 1.04% | 15 |
|
|
2021
Q4 | $15.1M | Buy |
4,538
+295
| +7% | +$984K | 1.03% | 16 |
|
|
2021
Q3 | $13.9M | Buy |
4,243
+18
| +0.4% | +$59.1K | 1.04% | 16 |
|
|
2021
Q2 | $14.5M | Buy |
4,225
+45
| +1% | +$155K | 1.12% | 16 |
|
|
2021
Q1 | $12.9M | Buy |
4,180
+291
| +7% | +$900K | 1.08% | 16 |
|
|
2020
Q4 | $12.7M | Buy |
3,889
+863
| +29% | +$2.81M | 1.15% | 15 |
|
|
2020
Q3 | $9.53M | Buy |
3,026
+212
| +8% | +$668K | 1.02% | 19 |
|
|
2020
Q2 | $7.76M | Buy |
2,814
+236
| +9% | +$651K | 0.9% | 25 |
|
|
2020
Q1 | $5.03M | Buy |
2,578
+48
| +2% | +$93.6K | 0.73% | 31 |
|
|
2019
Q4 | $4.68M | Buy |
2,530
+117
| +5% | +$216K | 0.57% | 43 |
|
|
2019
Q3 | $4.19M | Buy |
2,413
+223
| +10% | +$387K | 0.56% | 43 |
|
|
2019
Q2 | $4.15M | Buy |
2,190
+236
| +12% | +$447K | 0.55% | 46 |
|
|
2019
Q1 | $3.48M | Sell |
1,954
-68
| -3% | -$121K | 0.48% | 52 |
|
|
2018
Q4 | $3.04M | Sell |
2,022
-157
| -7% | -$236K | 0.47% | 55 |
|
|
2018
Q3 | $4.37M | Buy |
2,179
+42
| +2% | +$84.1K | 0.6% | 41 |
|
|
2018
Q2 | $3.63M | Buy |
2,137
+200
| +10% | +$340K | 0.52% | 43 |
|
|
2018
Q1 | $2.8M | Sell |
1,937
-80
| -4% | -$116K | 0.41% | 54 |
|
|
2017
Q4 | $2.36M | Sell |
2,017
-138
| -6% | -$161K | 0.32% | 59 |
|
|
2017
Q3 | $2.07M | Buy |
2,155
+157
| +8% | +$151K | 0.27% | 69 |
|
|
2017
Q2 | $1.93M | Buy |
1,998
+169
| +9% | +$164K | 0.28% | 63 |
|
|
2017
Q1 | $1.62M | Buy |
1,829
+122
| +7% | +$108K | 0.24% | 75 |
|
|
2016
Q4 | $1.28M | Buy |
+1,707
| New | +$1.28M | 0.21% | 80 |
|