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