Delta Financial 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 | $6.09M | Sell |
27,747
-660
| -2% | -$145K | 2.14% | 10 |
|
|
2025
Q1 | $5.4M | Buy |
28,407
+789
| +3% | +$150K | 2.03% | 10 |
|
|
2024
Q4 | $6.06M | Buy |
27,618
+633
| +2% | +$139K | 2.25% | 8 |
|
|
2024
Q3 | $5.03M | Sell |
26,985
-255
| -0.9% | -$47.5K | 1.83% | 11 |
|
|
2024
Q2 | $5.26M | Buy |
27,240
+125
| +0.5% | +$24.2K | 2.04% | 10 |
|
|
2024
Q1 | $4.89M | Buy |
27,115
+645
| +2% | +$116K | 1.94% | 12 |
|
|
2023
Q4 | $4.02M | Buy |
26,470
+4,600
| +21% | +$699K | 1.74% | 12 |
|
|
2023
Q3 | $2.78M | Buy |
21,870
+110
| +0.5% | +$14K | 1.25% | 23 |
|
|
2023
Q2 | $2.84M | Buy |
21,760
+3,796
| +21% | +$495K | 1.25% | 22 |
|
|
2023
Q1 | $1.86M | Buy |
17,964
+70
| +0.4% | +$7.23K | 0.89% | 41 |
|
|
2022
Q4 | $1.5M | Sell |
17,894
-10,366
| -37% | -$871K | 0.73% | 49 |
|
|
2022
Q3 | $3.19M | Sell |
28,260
-20
| -0.1% | -$2.26K | 1.7% | 12 |
|
|
2022
Q2 | $3M | Buy |
28,280
+6,540
| +30% | +$695K | 1.5% | 15 |
|
|
2022
Q1 | $3.54M | Hold |
21,740
| – | – | 1.51% | 14 |
|
|
2021
Q4 | $3.62M | Buy |
21,740
+120
| +0.6% | +$20K | 1.48% | 16 |
|
|
2021
Q3 | $3.55M | Buy |
21,620
+980
| +5% | +$161K | 1.58% | 11 |
|
|
2021
Q2 | $3.55M | Buy |
20,640
+200
| +1% | +$34.4K | 1.56% | 11 |
|
|
2021
Q1 | $3.16M | Buy |
20,440
+500
| +3% | +$77.3K | 1.48% | 15 |
|
|
2020
Q4 | $3.25M | Buy |
19,940
+1,760
| +10% | +$287K | 1.63% | 11 |
|
|
2020
Q3 | $2.86M | Buy |
18,180
+400
| +2% | +$63K | 1.58% | 13 |
|
|
2020
Q2 | $2.45M | Sell |
17,780
-920
| -5% | -$127K | 1.44% | 15 |
|
|
2020
Q1 | $1.82M | Buy |
18,700
+4,140
| +28% | +$404K | 1.25% | 27 |
|
|
2019
Q4 | $1.35M | Buy |
14,560
+1,560
| +12% | +$144K | 0.53% | 65 |
|
|
2019
Q3 | $1.13M | Buy |
13,000
+1,940
| +18% | +$168K | 0.46% | 71 |
|
|
2019
Q2 | $1.05M | Buy |
+11,060
| New | +$1.05M | 0.43% | 72 |
|