Family Management’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 | $13.5M | Buy |
64,743
+17,646
| +37% | +$3.89M | 1.62% | 15 |
|
|
2025
Q4 | $10.9M | Buy |
47,097
+4,161
| +10% | +$952K | 1.37% | 18 |
|
|
2025
Q3 | $9.43M | Buy |
42,936
+866
| +2% | +$196K | 1.31% | 19 |
|
|
2025
Q2 | $9.23M | Sell |
42,070
-14,897
| -26% | -$2.95M | 1.4% | 17 |
|
|
2025
Q1 | $10.8M | Sell |
56,967
-10,752
| -16% | -$2.33M | 1.79% | 14 |
|
|
2024
Q4 | $14.9M | Buy |
67,719
+1,920
| +3% | +$393K | 2.41% | 11 |
|
|
2024
Q3 | $12.3M | Sell |
65,799
-94
| -0.1% | -$17.2K | 2.04% | 12 |
|
|
2024
Q2 | $12.7M | Sell |
65,893
-4,112
| -6% | -$755K | 2.26% | 11 |
|
|
2024
Q1 | $12.6M | Buy |
70,005
+1,423
| +2% | +$238K | 2.33% | 13 |
|
|
2023
Q4 | $10.4M | Buy |
68,582
+1,346
| +2% | +$189K | 2.16% | 13 |
|
|
2023
Q3 | $8.55M | Sell |
67,236
-1,237
| -2% | -$166K | 1.96% | 13 |
|
|
2023
Q2 | $8.93M | Buy |
68,473
+1,238
| +2% | +$141K | 1.95% | 14 |
|
|
2023
Q1 | $6.94M | Sell |
67,235
-16,749
| -20% | -$1.62M | 1.6% | 17 |
|
|
2022
Q4 | $7.05M | Sell |
83,984
-9,378
| -10% | -$926K | 1.72% | 16 |
|
|
2022
Q3 | $10.6M | Sell |
93,362
-5,297
| -5% | -$670K | 2.83% | 7 |
|
|
2022
Q2 | $10.5M | Sell |
98,659
-981
| -1% | -$123K | 2.99% | 10 |
|
|
2022
Q1 | $16.2M | Buy |
99,640
+7,080
| +8% | +$1.09M | 4.5% | 3 |
|
|
2021
Q4 | $15.4M | Buy |
92,560
+4,640
| +5% | +$794K | 4.01% | 5 |
|
|
2021
Q3 | $14.4M | Sell |
87,920
-1,540
| -2% | -$266K | 3.99% | 4 |
|
|
2021
Q2 | $15.4M | Buy |
89,460
+26,860
| +43% | +$4.46M | 4.08% | 3 |
|
|
2021
Q1 | $9.68M | Buy |
62,600
+3,060
| +5% | +$485K | 3.04% | 8 |
|
|
2020
Q4 | $9.7M | Buy |
59,540
+1,820
| +3% | +$290K | 3.33% | 5 |
|
|
2020
Q3 | $9.09M | Sell |
57,720
-15,720
| -21% | -$2.48M | 3.99% | 5 |
|
|
2020
Q2 | $10.1M | Buy |
73,440
+12,140
| +20% | +$1.47M | 4.13% | 6 |
|
|
2020
Q1 | $5.98M | Buy |
61,300
+1,040
| +2% | +$101K | 2.99% | 8 |
|
|
2019
Q4 | $5.57M | Buy |
60,260
+4,620
| +8% | +$409K | 1.92% | 13 |
|
|
2019
Q3 | $4.83M | Sell |
55,640
-460
| -0.8% | -$42.7K | 1.8% | 13 |
|
|
2019
Q2 | $5.31M | Buy |
56,100
+560
| +1% | +$52.2K | 2.09% | 10 |
|
|
2019
Q1 | $4.95M | Sell |
55,540
-2,100
| -4% | -$175K | 2.14% | 8 |
|
|
2018
Q4 | $4.33M | Sell |
57,640
-18,580
| -24% | -$1.54M | 1.81% | 12 |
|
|
2018
Q3 | $7.63M | Sell |
76,220
-3,820
| -5% | -$359K | 4.46% | 5 |
|
|
2018
Q2 | $6.8M | Buy |
80,040
+4,420
| +6% | +$351K | 4.22% | 5 |
|
|
2018
Q1 | $5.47M | Sell |
75,620
-2,840
| -4% | -$203K | 4.11% | 4 |
|
|
2017
Q4 | $4.59M | Sell |
78,460
-6,920
| -8% | -$381K | 3.2% | 11 |
|
|
2017
Q3 | $4.1M | Sell |
85,380
-31,840
| -27% | -$1.56M | 2.81% | 16 |
|
|
2017
Q2 | $5.67M | Sell |
117,220
-29,080
| -20% | -$1.39M | 3.9% | 3 |
|
|
2017
Q1 | $6.49M | Buy |
146,300
+77,900
| +114% | +$3.25M | 4.46% | 4 |
|
|
2016
Q4 | $2.56M | Buy |
68,400
+47,440
| +226% | +$1.86M | 1.76% | 21 |
|
|
2016
Q3 | $877K | Hold |
20,960
| – | – | 0.5% | 44 |
|
|
2016
Q2 | $750K | Sell |
20,960
-20
| -0.1% | -$676 | 0.42% | 46 |
|
|
2016
Q1 | $622K | Buy |
20,980
+3,200
| +18% | +$90.8K | 0.4% | 38 |
|
|
2015
Q4 | $601K | Buy |
17,780
+4,580
| +35% | +$144K | 0.31% | 48 |
|
|
2015
Q3 | $338K | Sell |
13,200
-1,300
| -9% | -$32.9K | 0.15% | 73 |
|
|
2015
Q2 | $315K | Hold |
14,500
| – | – | 0.13% | 71 |
|
|
2015
Q1 | $270K | Hold |
14,500
| – | – | 0.12% | 67 |
|
|
2014
Q4 | $225K | Hold |
14,500
| – | – | 0.1% | 79 |
|
|
2014
Q3 | $234K | Hold |
14,500
| – | – | 0.11% | 77 |
|
|
2014
Q2 | $235K | Sell |
14,500
-1,500
| -9% | -$23.7K | 0.11% | 73 |
|
|
2014
Q1 | $269K | Buy |
16,000
+180
| +1% | +$3.34K | 0.14% | 60 |
|
|
2013
Q4 | $315K | Buy |
15,820
+1,320
| +9% | +$23.7K | 0.18% | 51 |
|
|
2013
Q3 | $227K | Hold |
14,500
| – | – | 0.15% | 54 |
|
|
2013
Q2 | $201K | Buy |
+14,500
| New | +$193K | 0.12% | 69 |
|
Other funds holding AMZN
VCM
VPM
