Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Sell
4,930
-4
-0.1% -$1K 0.34% 41
2026
Q1
$1.03M Sell
4,934
-25
-0.5% -$5.5K 0.31% 28
2025
Q4
$1.14M Sell
4,959
-2
-0% -$458 0.35% 32
2025
Q3
$1.09M Sell
4,961
-1,071
-18% -$242K 0.35% 22
2025
Q2
$1.32M Sell
6,032
-318
-5% -$62.9K 0.45% 19
2025
Q1
$1.21M Sell
6,350
-130
-2% -$28.2K 0.45% 22
2024
Q4
$1.42M Buy
6,480
+185
+3% +$37.8K 0.53% 21
2024
Q3
$1.17M Buy
6,295
+173
+3% +$31.6K 0.44% 23
2024
Q2
$1.18M Sell
6,122
-119
-2% -$21.9K 0.46% 22
2024
Q1
$1.13M Sell
6,241
-88
-1% -$14.7K 0.52% 21
2023
Q4
$962K Buy
6,329
+530
+9% +$74.3K 0.46% 18
2023
Q3
$737K Buy
5,799
+382
+7% +$51.2K 0.41% 13
2023
Q2
$706K Buy
5,417
+644
+13% +$73.5K 0.46% 15
2023
Q1
$493K Buy
4,773
+243
+5% +$23.5K 0.42% 17
2022
Q4
$381K Sell
4,530
-530
-10% -$52.4K 0.27% 26
2022
Q3
$572K Buy
5,060
+731
+17% +$92.4K 0.34% 28
2022
Q2
$460K Buy
4,329
+229
+6% +$28.7K 0.29% 26
2022
Q1
$668K Buy
4,100
+120
+3% +$18.5K 0.33% 24
2021
Q4
$664K Hold
3,980
0.36% 27
2021
Q3
$654K Hold
3,980
0.38% 27
2021
Q2
$686K Hold
3,980
0.4% 26
2021
Q1
$617K Hold
3,980
0.4% 22
2020
Q4
$648K Hold
3,980
0.48% 25
2020
Q3
$627K Buy
3,980
+980
+33% +$154K 0.43% 24
2020
Q2
$462K Hold
3,000
0.32% 28
2020
Q1
$359K Sell
3,000
-300
-9% -$29K 0.25% 15
2019
Q4
$305K Buy
+3,300
New +$292K 0.23% 21

Other funds holding AMZN