Elevated Capital 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 | $3.55M | Hold |
18,653
| – | – | 0.99% | 23 |
|
|
2025
Q1 | $3.55M | Sell |
18,653
-801
| -4% | -$152K | 0.99% | 23 |
|
|
2024
Q4 | $4.27M | Buy |
19,454
+2,749
| +16% | +$603K | 1.16% | 17 |
|
|
2024
Q3 | $3.11M | Buy |
16,705
+5,669
| +51% | +$1.06M | 0.83% | 26 |
|
|
2024
Q2 | $2.13M | Buy |
11,036
+466
| +4% | +$90.1K | 0.6% | 45 |
|
|
2024
Q1 | $1.91M | Buy |
10,570
+117
| +1% | +$21.1K | 0.55% | 56 |
|
|
2023
Q4 | $1.59M | Buy |
10,453
+124
| +1% | +$18.8K | 0.5% | 70 |
|
|
2023
Q3 | $1.31M | Sell |
10,329
-330
| -3% | -$42K | 0.45% | 76 |
|
|
2023
Q2 | $1.39M | Buy |
10,659
+380
| +4% | +$49.5K | 0.46% | 79 |
|
|
2023
Q1 | $1.06M | Buy |
10,279
+27
| +0.3% | +$2.79K | 0.38% | 83 |
|
|
2022
Q4 | $861K | Buy |
10,252
+1,820
| +22% | +$153K | 0.33% | 90 |
|
|
2022
Q3 | $953K | Buy |
+8,432
| New | +$953K | 0.37% | 95 |
|
|
2022
Q1 | $1.36M | Buy |
+8,340
| New | +$1.36M | 0.45% | 77 |
|
|
2021
Q3 | $1.33M | Buy |
+8,080
| New | +$1.33M | 0.46% | 66 |
|
|
2021
Q1 | $1.36M | Buy |
8,160
+940
| +13% | +$157K | 0.53% | 62 |
|
|
2020
Q4 | $1.17M | Buy |
7,220
+280
| +4% | +$45.5K | 0.51% | 56 |
|
|
2020
Q3 | $1.05M | Buy |
6,940
+460
| +7% | +$69.7K | 0.49% | 63 |
|
|
2020
Q2 | $1.14M | Buy |
+6,480
| New | +$1.14M | 0.54% | 62 |
|
|
2019
Q4 | $305K | Buy |
+3,300
| New | +$305K | 0.34% | 83 |
|
|
2019
Q1 | $855K | Buy |
+7,420
| New | +$855K | 0.56% | 54 |
|