DBIA
Dumont & Blake Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
24,569
+524
| +2% | +$115K | 1.41% | 12 |
|
|
2025
Q1 | $4.57M | Buy |
24,045
+206
| +0.9% | +$39.2K | 1.28% | 12 |
|
|
2024
Q4 | $5.23M | Sell |
23,839
-549
| -2% | -$120K | 1.4% | 13 |
|
|
2024
Q3 | $4.54M | Sell |
24,388
-24,456
| -50% | -$4.56M | 1.21% | 14 |
|
|
2024
Q2 | $9.44M | Buy |
48,844
+24,500
| +101% | +$4.73M | 1.34% | 13 |
|
|
2024
Q1 | $4.39M | Buy |
24,344
+290
| +1% | +$52.3K | 1.26% | 14 |
|
|
2023
Q4 | $3.66M | Sell |
24,054
-244
| -1% | -$37.1K | 1.13% | 14 |
|
|
2023
Q3 | $3.09M | Sell |
24,298
-214
| -0.9% | -$27.2K | 1.04% | 16 |
|
|
2023
Q2 | $3.2M | Buy |
24,512
+68
| +0.3% | +$8.86K | 1.04% | 16 |
|
|
2023
Q1 | $2.53M | Sell |
24,444
-1,875
| -7% | -$194K | 0.86% | 26 |
|
|
2022
Q4 | $2.21M | Sell |
26,319
-2,656
| -9% | -$223K | 0.78% | 33 |
|
|
2022
Q3 | $3.27M | Buy |
28,975
+65
| +0.2% | +$7.35K | 1.23% | 14 |
|
|
2022
Q2 | $3.07M | Buy |
28,910
+27,468
| +1,905% | +$2.92M | 1% | 19 |
|
|
2022
Q1 | $4.7M | Buy |
1,442
+12
| +0.8% | +$39.1K | 1.28% | 14 |
|
|
2021
Q4 | $4.77M | Buy |
1,430
+32
| +2% | +$107K | 1.24% | 15 |
|
|
2021
Q3 | $4.59M | Buy |
1,398
+134
| +11% | +$440K | 1.31% | 15 |
|
|
2021
Q2 | $4.35M | Sell |
1,264
-48
| -4% | -$165K | 1.24% | 15 |
|
|
2021
Q1 | $4.06M | Sell |
1,312
-12
| -0.9% | -$37.1K | 1.25% | 15 |
|
|
2020
Q4 | $4.31M | Sell |
1,324
-32
| -2% | -$104K | 1.47% | 13 |
|
|
2020
Q3 | $4.27M | Sell |
1,356
-183
| -12% | -$576K | 1.62% | 11 |
|
|
2020
Q2 | $4.25M | Buy |
1,539
+380
| +33% | +$1.05M | 1.77% | 10 |
|
|
2020
Q1 | $2.26M | Buy |
1,159
+108
| +10% | +$211K | 1.16% | 18 |
|
|
2019
Q4 | $1.94M | Buy |
1,051
+15
| +1% | +$27.7K | 0.76% | 36 |
|
|
2019
Q3 | $1.8M | Buy |
1,036
+113
| +12% | +$196K | 0.76% | 36 |
|
|
2019
Q2 | $1.75M | Buy |
923
+8
| +0.9% | +$15.2K | 0.73% | 35 |
|
|
2019
Q1 | $1.63M | Buy |
915
+4
| +0.4% | +$7.12K | 0.69% | 40 |
|
|
2018
Q4 | $1.37M | Buy |
911
+618
| +211% | +$928K | 0.64% | 43 |
|
|
2018
Q3 | $587K | Hold |
293
| – | – | 0.23% | 122 |
|
|
2018
Q2 | $498K | Hold |
293
| – | – | 0.21% | 126 |
|
|
2018
Q1 | $424K | Buy |
293
+3
| +1% | +$4.34K | 0.18% | 129 |
|
|
2017
Q4 | $339K | Buy |
290
+10
| +4% | +$11.7K | 0.14% | 136 |
|
|
2017
Q3 | $269K | Buy |
280
+10
| +4% | +$9.61K | 0.12% | 142 |
|
|
2017
Q2 | $261K | Buy |
270
+5
| +2% | +$4.83K | 0.12% | 144 |
|
|
2017
Q1 | $235K | Buy |
+265
| New | +$235K | 0.11% | 148 |
|
|
2016
Q4 | – | Sell |
-265
| Closed | -$222K | – | 168 |
|
|
2016
Q3 | $222K | Sell |
265
-50
| -16% | -$41.9K | 0.11% | 144 |
|
|
2016
Q2 | $225K | Sell |
315
-100
| -24% | -$71.4K | 0.11% | 145 |
|
|
2016
Q1 | $246K | Hold |
415
| – | – | 0.13% | 136 |
|
|
2015
Q4 | $280K | Hold |
415
| – | – | 0.14% | 138 |
|
|
2015
Q3 | $212K | Buy |
+415
| New | +$212K | 0.11% | 137 |
|