Everett Harris & Co’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $213M | Sell |
1,022,546
-4,316
| -0.4% | -$950K | 2.74% | 8 |
|
|
2025
Q4 | $237M | Buy |
1,026,862
+3,120
| +0.3% | +$714K | 2.87% | 8 |
|
|
2025
Q3 | $225M | Sell |
1,023,742
-11,877
| -1% | -$2.69M | 2.77% | 8 |
|
|
2025
Q2 | $227M | Sell |
1,035,619
-5,514
| -0.5% | -$1.09M | 2.92% | 8 |
|
|
2025
Q1 | $198M | Buy |
1,041,133
+5,474
| +0.5% | +$1.19M | 2.54% | 9 |
|
|
2024
Q4 | $227M | Buy |
1,035,659
+15,233
| +1% | +$3.12M | 2.87% | 8 |
|
|
2024
Q3 | $190M | Sell |
1,020,426
-6,207
| -0.6% | -$1.13M | 2.36% | 9 |
|
|
2024
Q2 | $198M | Buy |
1,026,633
+1,265
| +0.1% | +$232K | 2.54% | 9 |
|
|
2024
Q1 | $185M | Sell |
1,025,368
-11,094
| -1% | -$1.85M | 2.45% | 9 |
|
|
2023
Q4 | $157M | Sell |
1,036,462
-3,482
| -0.3% | -$488K | 2.25% | 10 |
|
|
2023
Q3 | $132M | Sell |
1,039,944
-9,204
| -0.9% | -$1.23M | 2.06% | 11 |
|
|
2023
Q2 | $137M | Sell |
1,049,148
-8,957
| -0.8% | -$1.02M | 2.08% | 11 |
|
|
2023
Q1 | $109M | Sell |
1,058,105
-24,440
| -2% | -$2.36M | 1.77% | 16 |
|
|
2022
Q4 | $90.9M | Sell |
1,082,545
-8,710
| -0.8% | -$860K | 1.56% | 19 |
|
|
2022
Q3 | $123M | Buy |
1,091,255
+7,180
| +0.7% | +$908K | 2.27% | 11 |
|
|
2022
Q2 | $115M | Sell |
1,084,075
-8,425
| -0.8% | -$1.05M | 1.99% | 13 |
|
|
2022
Q1 | $178M | Sell |
1,092,500
-900
| -0.1% | -$139K | 2.53% | 10 |
|
|
2021
Q4 | $182M | Buy |
1,093,400
+12,080
| +1% | +$2.07M | 2.53% | 11 |
|
|
2021
Q3 | $178M | Sell |
1,081,320
-4,360
| -0.4% | -$752K | 2.81% | 11 |
|
|
2021
Q2 | $187M | Buy |
1,085,680
+13,480
| +1% | +$2.24M | 2.99% | 11 |
|
|
2021
Q1 | $166M | Buy |
1,072,200
+2,400
| +0.2% | +$380K | 2.88% | 11 |
|
|
2020
Q4 | $174M | Buy |
1,069,800
+3,460
| +0.3% | +$552K | 3.08% | 9 |
|
|
2020
Q3 | $168M | Buy |
1,066,340
+420
| +0% | +$66.2K | 3.28% | 8 |
|
|
2020
Q2 | $147M | Buy |
1,065,920
+4,280
| +0.4% | +$517K | 3.24% | 9 |
|
|
2020
Q1 | $103M | Buy |
1,061,640
+100,300
| +10% | +$9.71M | 2.67% | 12 |
|
|
2019
Q4 | $88.8M | Buy |
961,340
+19,480
| +2% | +$1.72M | 2.01% | 15 |
|
|
2019
Q3 | $81.7M | Buy |
941,860
+20,500
| +2% | +$1.9M | 2.02% | 15 |
|
|
2019
Q2 | $87.2M | Buy |
921,360
+240
| +0% | +$22.4K | 2.18% | 14 |
|
|
2019
Q1 | $82M | Sell |
921,120
-11,700
| -1% | -$974K | 2.13% | 16 |
|
|
2018
Q4 | $70.1M | Buy |
932,820
+5,500
| +0.6% | +$457K | 1.99% | 16 |
|
|
2018
Q3 | $92.9M | Buy |
927,320
+14,920
| +2% | +$1.4M | 2.33% | 14 |
|
|
2018
Q2 | $77.5M | Buy |
912,400
+8,380
| +0.9% | +$665K | 2.11% | 16 |
|
|
2018
Q1 | $65.4M | Buy |
904,020
+30,140
| +3% | +$2.16M | 1.81% | 18 |
|
|
2017
Q4 | $51.1M | Buy |
873,880
+33,020
| +4% | +$1.82M | 1.42% | 21 |
|
|
2017
Q3 | $40.4M | Buy |
840,860
+44,200
| +6% | +$2.17M | 1.21% | 24 |
|
|
2017
Q2 | $38.6M | Buy |
796,660
+70,660
| +10% | +$3.37M | 1.19% | 24 |
|
|
2017
Q1 | $32.2M | Buy |
726,000
+17,460
| +2% | +$728K | 1.05% | 25 |
|
|
2016
Q4 | $26.6M | Buy |
708,540
+21,100
| +3% | +$827K | 0.93% | 29 |
|
|
2016
Q3 | $28.8M | Buy |
687,440
+86,040
| +14% | +$3.29M | 1.02% | 26 |
|
|
2016
Q2 | $21.5M | Buy |
601,400
+107,880
| +22% | +$3.65M | 0.77% | 32 |
|
|
2016
Q1 | $14.6M | Sell |
493,520
-140,960
| -22% | -$4M | 0.53% | 37 |
|
|
2015
Q4 | $21.4M | Buy |
634,480
+263,180
| +71% | +$8.3M | 0.75% | 33 |
|
|
2015
Q3 | $9.5M | Buy |
371,300
+317,360
| +588% | +$8.02M | 0.35% | 46 |
|
|
2015
Q2 | $1.17M | Buy |
53,940
+11,480
| +27% | +$240K | 0.04% | 120 |
|
|
2015
Q1 | $790K | Buy |
42,460
+3,000
| +8% | +$52.8K | 0.03% | 138 |
|
|
2014
Q4 | $612K | Buy |
39,460
+4,000
| +11% | +$62.3K | 0.02% | 147 |
|
|
2014
Q3 | $572K | Buy |
35,460
+5,800
| +20% | +$96.5K | 0.02% | 150 |
|
|
2014
Q2 | $482K | Buy |
29,660
+2,200
| +8% | +$34.8K | 0.02% | 160 |
|
|
2014
Q1 | $462K | Buy |
27,460
+10,200
| +59% | +$189K | 0.02% | 157 |
|
|
2013
Q4 | $344K | Hold |
17,260
| – | – | 0.01% | 171 |
|
|
2013
Q3 | $270K | Buy |
17,260
+80
| +0.5% | +$1.19K | 0.01% | 176 |
|
|
2013
Q2 | $239K | Buy |
+17,180
| New | +$229K | 0.01% | 192 |
|
Other funds holding AMZN
VCM
VPM