Ellenbecker Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
8,668
+168
| +2% | +$36.9K | 0.31% | 27 |
|
2025
Q1 | $1.62M | Buy |
8,500
+467
| +6% | +$88.9K | 0.29% | 32 |
|
2024
Q4 | $1.76M | Sell |
8,033
-147
| -2% | -$32.3K | 0.32% | 31 |
|
2024
Q3 | $1.52M | Buy |
8,180
+325
| +4% | +$60.6K | 0.29% | 32 |
|
2024
Q2 | $1.52M | Sell |
7,855
-136
| -2% | -$26.3K | 0.31% | 31 |
|
2024
Q1 | $1.44M | Buy |
7,991
+323
| +4% | +$58.3K | 0.3% | 31 |
|
2023
Q4 | $1.17M | Buy |
7,668
+678
| +10% | +$103K | 0.27% | 33 |
|
2023
Q3 | $888K | Sell |
6,990
-380
| -5% | -$48.3K | 0.23% | 38 |
|
2023
Q2 | $960K | Sell |
7,370
-113
| -2% | -$14.7K | 0.24% | 34 |
|
2023
Q1 | $772K | Sell |
7,483
-900
| -11% | -$92.9K | 0.21% | 38 |
|
2022
Q4 | $704K | Buy |
8,383
+285
| +4% | +$23.9K | 0.21% | 38 |
|
2022
Q3 | $915K | Sell |
8,098
-720
| -8% | -$81.4K | 0.29% | 29 |
|
2022
Q2 | $936K | Buy |
8,818
+878
| +11% | +$93.2K | 0.29% | 30 |
|
2022
Q1 | $1.29M | Buy |
7,940
+20
| +0.3% | +$3.26K | 0.37% | 25 |
|
2021
Q4 | $1.32M | Buy |
7,920
+1,340
| +20% | +$223K | 0.37% | 25 |
|
2021
Q3 | $1.08M | Sell |
6,580
-540
| -8% | -$88.6K | 0.34% | 28 |
|
2021
Q2 | $1.23M | Sell |
7,120
-60
| -0.8% | -$10.3K | 0.4% | 27 |
|
2021
Q1 | $1.11M | Buy |
7,180
+560
| +8% | +$86.7K | 0.39% | 27 |
|
2020
Q4 | $1.08M | Buy |
6,620
+800
| +14% | +$130K | 0.4% | 27 |
|
2020
Q3 | $916K | Sell |
5,820
-280
| -5% | -$44.1K | 0.39% | 27 |
|
2020
Q2 | $841K | Buy |
6,100
+1,840
| +43% | +$254K | 0.42% | 27 |
|
2020
Q1 | $415K | Buy |
4,260
+120
| +3% | +$11.7K | 0.26% | 30 |
|
2019
Q4 | $383K | Hold |
4,140
| – | – | 0.2% | 38 |
|
2019
Q3 | $359K | Hold |
4,140
| – | – | 0.2% | 40 |
|
2019
Q2 | $392K | Sell |
4,140
-780
| -16% | -$73.9K | 0.23% | 34 |
|
2019
Q1 | $438K | Buy |
4,920
+340
| +7% | +$30.3K | 0.28% | 31 |
|
2018
Q4 | $344K | Buy |
4,580
+340
| +8% | +$25.5K | 0.27% | 37 |
|
2018
Q3 | $425K | Buy |
4,240
+240
| +6% | +$24.1K | 0.31% | 34 |
|
2018
Q2 | $340K | Buy |
4,000
+240
| +6% | +$20.4K | 0.27% | 37 |
|
2018
Q1 | $272K | Buy |
+3,760
| New | +$272K | 0.23% | 38 |
|