Evergreen Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.7M Sell
244,664
-2,386
-1% -$523K 1.61% 7
2025
Q1
$47M Buy
247,050
+4,500
+2% +$856K 1.58% 7
2024
Q4
$53.2M Buy
242,550
+1,198
+0.5% +$263K 1.73% 5
2024
Q3
$45M Buy
241,352
+2,062
+0.9% +$384K 1.51% 6
2024
Q2
$46.2M Sell
239,290
-4,264
-2% -$824K 1.67% 6
2024
Q1
$43.9M Sell
243,554
-674
-0.3% -$122K 1.66% 8
2023
Q4
$37.1M Buy
244,228
+1,321
+0.5% +$201K 1.52% 7
2023
Q3
$30.9M Sell
242,907
-11,771
-5% -$1.5M 1.35% 9
2023
Q2
$33.2M Buy
254,678
+21,048
+9% +$2.74M 1.39% 9
2023
Q1
$24.1M Buy
233,630
+577
+0.2% +$59.6K 1.08% 12
2022
Q4
$19.6M Buy
233,053
+14,193
+6% +$1.19M 0.92% 15
2022
Q3
$24.7M Buy
218,860
+12,951
+6% +$1.46M 1.29% 10
2022
Q2
$21.9M Sell
205,909
-22,411
-10% -$2.38M 1.14% 11
2022
Q1
$37.2M Buy
228,320
+460
+0.2% +$75K 1.51% 8
2021
Q4
$38M Buy
227,860
+7,940
+4% +$1.32M 1.52% 10
2021
Q3
$36.1M Buy
219,920
+15,140
+7% +$2.49M 1.63% 11
2021
Q2
$35.2M Buy
204,780
+5,620
+3% +$967K 1.68% 11
2021
Q1
$30.8M Buy
199,160
+37,720
+23% +$5.84M 1.58% 11
2020
Q4
$26.3M Sell
161,440
-5,360
-3% -$873K 1.54% 10
2020
Q3
$26.3M Sell
166,800
-15,720
-9% -$2.47M 1.81% 7
2020
Q2
$25.2M Buy
182,520
+30,780
+20% +$4.25M 1.91% 8
2020
Q1
$14.8M Buy
151,740
+49,240
+48% +$4.8M 1.38% 19
2019
Q4
$9.47M Buy
102,500
+16,060
+19% +$1.48M 0.79% 28
2019
Q3
$7.5M Sell
86,440
-1,640
-2% -$142K 0.7% 35
2019
Q2
$8.34M Buy
88,080
+9,520
+12% +$901K 0.8% 29
2019
Q1
$7M Buy
78,560
+3,940
+5% +$351K 0.7% 36
2018
Q4
$5.6M Buy
74,620
+29,920
+67% +$2.25M 0.59% 43
2018
Q3
$4.48M Buy
44,700
+1,680
+4% +$168K 0.4% 61
2018
Q2
$3.66M Buy
43,020
+1,620
+4% +$138K 0.34% 69
2018
Q1
$3M Buy
41,400
+10,440
+34% +$756K 0.29% 86
2017
Q4
$1.81M Buy
+30,960
New +$1.81M 0.18% 110
2017
Q3
Sell
-8,400
Closed -$407K 182
2017
Q2
$407K Buy
+8,400
New +$407K 0.07% 105