Cooper/Haims 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 | $2.18M | Buy |
9,916
+625
| +7% | +$137K | 1.07% | 18 |
|
|
2025
Q1 | $1.77M | Sell |
9,291
-1,780
| -16% | -$339K | 0.96% | 18 |
|
|
2024
Q4 | $2.43M | Sell |
11,071
-632
| -5% | -$139K | 1.38% | 16 |
|
|
2024
Q3 | $2.18M | Sell |
11,703
-2,838
| -20% | -$529K | 1.2% | 16 |
|
|
2024
Q2 | $2.81M | Buy |
14,541
+1,074
| +8% | +$208K | 1.58% | 14 |
|
|
2024
Q1 | $2.43M | Buy |
13,467
+1,644
| +14% | +$297K | 1.41% | 15 |
|
|
2023
Q4 | $1.8M | Buy |
11,823
+35
| +0.3% | +$5.32K | 1.02% | 17 |
|
|
2023
Q3 | $1.5M | Sell |
11,788
-262
| -2% | -$33.3K | 1.17% | 15 |
|
|
2023
Q2 | $1.57M | Buy |
12,050
+556
| +5% | +$72.5K | 1.21% | 15 |
|
|
2023
Q1 | $1.19M | Buy |
11,494
+204
| +2% | +$21.1K | 0.95% | 18 |
|
|
2022
Q4 | $948K | Sell |
11,290
-625
| -5% | -$52.5K | 0.67% | 22 |
|
|
2022
Q3 | $1.35M | Sell |
11,915
-544
| -4% | -$61.5K | 1.11% | 16 |
|
|
2022
Q2 | $1.32M | Buy |
12,459
+1,619
| +15% | +$172K | 0.87% | 20 |
|
|
2022
Q1 | $1.77M | Buy |
10,840
+680
| +7% | +$111K | 1.15% | 19 |
|
|
2021
Q4 | $1.69M | Buy |
10,160
+80
| +0.8% | +$13.3K | 1.04% | 20 |
|
|
2021
Q3 | $1.66M | Sell |
10,080
-900
| -8% | -$148K | 1% | 18 |
|
|
2021
Q2 | $1.89M | Buy |
10,980
+260
| +2% | +$44.7K | 1.24% | 17 |
|
|
2021
Q1 | $1.66M | Buy |
10,720
+440
| +4% | +$68.1K | 1.17% | 15 |
|
|
2020
Q4 | $1.67M | Buy |
10,280
+3,800
| +59% | +$619K | 1.28% | 11 |
|
|
2020
Q3 | $1.02M | Sell |
6,480
-160
| -2% | -$25.2K | 0.84% | 15 |
|
|
2020
Q2 | $916K | Buy |
6,640
+600
| +10% | +$82.8K | 0.74% | 15 |
|
|
2020
Q1 | $589K | Sell |
6,040
-960
| -14% | -$93.6K | 0.51% | 17 |
|
|
2019
Q4 | $647K | Buy |
+7,000
| New | +$647K | 0.36% | 21 |
|
|
2019
Q3 | – | Sell |
-9,940
| Closed | -$941K | – | 51 |
|
|
2019
Q2 | $941K | Hold |
9,940
| – | – | 0.58% | 12 |
|
|
2019
Q1 | $885K | Sell |
9,940
-100
| -1% | -$8.9K | 0.56% | 13 |
|
|
2018
Q4 | $754K | Sell |
10,040
-200
| -2% | -$15K | 0.52% | 16 |
|
|
2018
Q3 | $1.03M | Buy |
10,240
+4,140
| +68% | +$415K | 0.71% | 10 |
|
|
2018
Q2 | $518K | Buy |
6,100
+240
| +4% | +$20.4K | 0.38% | 19 |
|
|
2018
Q1 | $424K | Sell |
5,860
-120
| -2% | -$8.68K | 0.37% | 20 |
|
|
2017
Q4 | $350K | Buy |
+5,980
| New | +$350K | 0.32% | 30 |
|