Detalus 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 | $2.79M | Buy |
12,737
+30
| +0.2% | +$6.58K | 0.81% | 26 |
|
|
2025
Q1 | $2.42M | Buy |
12,707
+2,013
| +19% | +$383K | 0.76% | 28 |
|
|
2024
Q4 | $2.35M | Sell |
10,694
-37
| -0.3% | -$8.12K | 0.77% | 27 |
|
|
2024
Q3 | $2M | Sell |
10,731
-36
| -0.3% | -$6.71K | 0.66% | 27 |
|
|
2024
Q2 | $2.08M | Buy |
10,767
+1,388
| +15% | +$268K | 0.71% | 26 |
|
|
2024
Q1 | $1.69M | Buy |
9,379
+590
| +7% | +$106K | 0.6% | 34 |
|
|
2023
Q4 | $1.34M | Sell |
8,789
-811
| -8% | -$123K | 0.53% | 35 |
|
|
2023
Q3 | $1.22M | Hold |
9,600
| – | – | 0.57% | 35 |
|
|
2023
Q2 | $1.25M | Buy |
9,600
+5
| +0.1% | +$652 | 0.56% | 35 |
|
|
2023
Q1 | $991K | Sell |
9,595
-500
| -5% | -$51.6K | 0.47% | 39 |
|
|
2022
Q4 | $848K | Buy |
10,095
+2,114
| +26% | +$178K | 0.41% | 48 |
|
|
2022
Q3 | $902K | Buy |
7,981
+100
| +1% | +$11.3K | 0.54% | 40 |
|
|
2022
Q2 | $837K | Buy |
7,881
+301
| +4% | +$32K | 0.49% | 37 |
|
|
2022
Q1 | $1.23M | Sell |
7,580
-440
| -5% | -$71.6K | 0.65% | 27 |
|
|
2021
Q4 | $1.34M | Sell |
8,020
-380
| -5% | -$63.3K | 0.64% | 22 |
|
|
2021
Q3 | $1.38M | Hold |
8,400
| – | – | 0.7% | 24 |
|
|
2021
Q2 | $1.45M | Sell |
8,400
-200
| -2% | -$34.4K | 0.77% | 21 |
|
|
2021
Q1 | $1.33M | Buy |
8,600
+300
| +4% | +$46.4K | 0.78% | 21 |
|
|
2020
Q4 | $1.35M | Buy |
8,300
+100
| +1% | +$16.3K | 0.85% | 20 |
|
|
2020
Q3 | $1.29M | Sell |
8,200
-500
| -6% | -$78.7K | 0.94% | 18 |
|
|
2020
Q2 | $1.2M | Sell |
8,700
-40
| -0.5% | -$5.52K | 0.93% | 17 |
|
|
2020
Q1 | $852K | Sell |
8,740
-1,340
| -13% | -$131K | 0.78% | 17 |
|
|
2019
Q4 | $931K | Buy |
+10,080
| New | +$931K | 0.68% | 24 |
|