Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
9,828
+114
| +1% | +$25K | 0.4% | 18 |
|
2025
Q1 | $1.85M | Buy |
9,714
+51
| +0.5% | +$9.7K | 0.36% | 18 |
|
2024
Q4 | $2.12M | Buy |
9,663
+125
| +1% | +$27.4K | 0.41% | 18 |
|
2024
Q3 | $1.78M | Sell |
9,538
-540
| -5% | -$101K | 0.34% | 19 |
|
2024
Q2 | $1.95M | Hold |
10,078
| – | – | 0.4% | 18 |
|
2024
Q1 | $1.82M | Buy |
10,078
+13
| +0.1% | +$2.35K | 0.38% | 18 |
|
2023
Q4 | $1.53M | Sell |
10,065
-20
| -0.2% | -$3.04K | 0.34% | 20 |
|
2023
Q3 | $1.28M | Sell |
10,085
-209
| -2% | -$26.6K | 0.32% | 19 |
|
2023
Q2 | $1.34M | Buy |
10,294
+53
| +0.5% | +$6.91K | 0.32% | 19 |
|
2023
Q1 | $1.06M | Buy |
10,241
+30
| +0.3% | +$3.1K | 0.27% | 22 |
|
2022
Q4 | $858K | Buy |
10,211
+839
| +9% | +$70.5K | 0.23% | 26 |
|
2022
Q3 | $1.06M | Buy |
9,372
+250
| +3% | +$28.2K | 0.37% | 22 |
|
2022
Q2 | $969K | Buy |
9,122
+962
| +12% | +$102K | 0.34% | 20 |
|
2022
Q1 | $1.33M | Buy |
8,160
+1,060
| +15% | +$173K | 0.42% | 19 |
|
2021
Q4 | $1.18M | Hold |
7,100
| – | – | 0.36% | 21 |
|
2021
Q3 | $1.17M | Hold |
7,100
| – | – | 0.39% | 20 |
|
2021
Q2 | $1.22M | Buy |
7,100
+320
| +5% | +$55K | 0.43% | 18 |
|
2021
Q1 | $1.05M | Buy |
6,780
+1,920
| +40% | +$297K | 0.42% | 19 |
|
2020
Q4 | $791K | Sell |
4,860
-20
| -0.4% | -$3.26K | 0.35% | 22 |
|
2020
Q3 | $768K | Hold |
4,880
| – | – | 0.4% | 20 |
|
2020
Q2 | $673K | Sell |
4,880
-180
| -4% | -$24.8K | 0.38% | 20 |
|
2020
Q1 | $493K | Sell |
5,060
-260
| -5% | -$25.3K | 0.33% | 26 |
|
2019
Q4 | $492K | Buy |
5,320
+120
| +2% | +$11.1K | 0.28% | 30 |
|
2019
Q3 | $451K | Buy |
5,200
+100
| +2% | +$8.67K | 0.28% | 32 |
|
2019
Q2 | $483K | Hold |
5,100
| – | – | 0.31% | 28 |
|
2019
Q1 | $454K | Hold |
5,100
| – | – | 0.31% | 32 |
|
2018
Q4 | $383K | Buy |
+5,100
| New | +$383K | 0.31% | 32 |
|