DHJJ 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 | $824K | Buy |
3,756
+460
| +14% | +$101K | 0.3% | 65 |
|
2025
Q1 | $627K | Buy |
3,296
+2
| +0.1% | +$381 | 0.25% | 75 |
|
2024
Q4 | $723K | Hold |
3,294
| – | – | 0.28% | 69 |
|
2024
Q3 | $614K | Sell |
3,294
-1
| -0% | -$186 | 0.24% | 78 |
|
2024
Q2 | $637K | Sell |
3,295
-14
| -0.4% | -$2.71K | 0.27% | 73 |
|
2024
Q1 | $597K | Sell |
3,309
-5
| -0.2% | -$902 | 0.26% | 72 |
|
2023
Q4 | $504K | Sell |
3,314
-6
| -0.2% | -$912 | 0.24% | 75 |
|
2023
Q3 | $422K | Sell |
3,320
-100
| -3% | -$12.7K | 0.21% | 82 |
|
2023
Q2 | $446K | Sell |
3,420
-82
| -2% | -$10.7K | 0.23% | 86 |
|
2023
Q1 | $359K | Sell |
3,502
-4
| -0.1% | -$410 | 0.19% | 97 |
|
2022
Q4 | $295K | Sell |
3,506
-1,489
| -30% | -$125K | 0.17% | 107 |
|
2022
Q3 | $565K | Buy |
4,995
+16
| +0.3% | +$1.81K | 0.33% | 67 |
|
2022
Q2 | $529K | Buy |
4,979
+19
| +0.4% | +$2.02K | 0.3% | 70 |
|
2022
Q1 | $811K | Hold |
4,960
| – | – | 0.39% | 54 |
|
2021
Q4 | $830K | Buy |
4,960
+660
| +15% | +$110K | 0.39% | 53 |
|
2021
Q3 | $703K | Buy |
4,300
+80
| +2% | +$13.1K | 0.36% | 57 |
|
2021
Q2 | $726K | Sell |
4,220
-60
| -1% | -$10.3K | 0.38% | 52 |
|
2021
Q1 | $662K | Buy |
4,280
+20
| +0.5% | +$3.09K | 0.38% | 50 |
|
2020
Q4 | $694K | Buy |
+4,260
| New | +$694K | 0.44% | 48 |
|