Conrad Siegel Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
7,015
+28
| +0.4% | +$6.14K | 0.35% | 21 |
|
|
2025
Q1 | $1.33M | Sell |
6,987
-724
| -9% | -$138K | 0.34% | 23 |
|
|
2024
Q4 | $1.69M | Buy |
7,711
+98
| +1% | +$21.5K | 0.46% | 17 |
|
|
2024
Q3 | $1.42M | Buy |
7,613
+141
| +2% | +$26.3K | 0.38% | 17 |
|
|
2024
Q2 | $1.44M | Hold |
7,472
| – | – | 0.42% | 17 |
|
|
2024
Q1 | $1.35M | Sell |
7,472
-1,585
| -18% | -$286K | 0.39% | 17 |
|
|
2023
Q4 | $1.38M | Sell |
9,057
-1,516
| -14% | -$230K | 0.63% | 12 |
|
|
2023
Q3 | $1.34M | Buy |
10,573
+1,091
| +12% | +$139K | 0.69% | 10 |
|
|
2023
Q2 | $1.24M | Buy |
9,482
+40
| +0.4% | +$5.21K | 0.96% | 9 |
|
|
2023
Q1 | $975K | Hold |
9,442
| – | – | 0.86% | 10 |
|
|
2022
Q4 | $793K | Sell |
9,442
-1,515
| -14% | -$127K | 0.79% | 12 |
|
|
2022
Q3 | $1.24M | Sell |
10,957
-2,743
| -20% | -$310K | 1.4% | 13 |
|
|
2022
Q2 | $1.46M | Hold |
13,700
| – | – | 1.58% | 13 |
|
|
2022
Q1 | $2.23M | Hold |
13,700
| – | – | 2.03% | 9 |
|
|
2021
Q4 | $2.25M | Buy |
+13,700
| New | +$2.25M | 1.95% | 8 |
|