Epstein & White Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.48M | Buy |
8,620
+320
| +4% | +$55K | 0.39% | 19 |
|
|
2021
Q1 | $1.28M | Sell |
8,300
-200
| -2% | -$30.9K | 0.37% | 20 |
|
|
2020
Q4 | $1.38M | Buy |
8,500
+80
| +1% | +$13K | 0.42% | 20 |
|
|
2020
Q3 | $1.33M | Buy |
8,420
+680
| +9% | +$107K | 0.47% | 18 |
|
|
2020
Q2 | $1.07M | Sell |
7,740
-900
| -10% | -$124K | 0.41% | 17 |
|
|
2020
Q1 | $841K | Buy |
8,640
+2,880
| +50% | +$280K | 0.35% | 22 |
|
|
2019
Q4 | $529K | Buy |
5,760
+540
| +10% | +$49.6K | 0.23% | 38 |
|
|
2019
Q3 | $454K | Buy |
5,220
+320
| +7% | +$27.8K | 0.22% | 40 |
|
|
2019
Q2 | $466K | Sell |
4,900
-40
| -0.8% | -$3.8K | 0.25% | 42 |
|
|
2019
Q1 | $440K | Sell |
4,940
-3,680
| -43% | -$328K | 0.25% | 42 |
|
|
2018
Q4 | $652K | Buy |
8,620
+760
| +10% | +$57.5K | 0.41% | 21 |
|
|
2018
Q3 | $786K | Sell |
7,860
-180
| -2% | -$18K | 0.52% | 19 |
|
|
2018
Q2 | $682K | Buy |
8,040
+1,080
| +16% | +$91.6K | 0.51% | 26 |
|
|
2018
Q1 | $502K | Buy |
6,960
+640
| +10% | +$46.2K | 0.32% | 53 |
|
|
2017
Q4 | $412K | Buy |
+6,320
| New | +$412K | 0.24% | 66 |
|