Financial Advocates Investment 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 | $12.6M | Sell |
57,225
-61,053
| -52% | -$13.4M | 1.02% | 21 |
|
2025
Q1 | $22.5M | Sell |
118,278
-9,632
| -8% | -$1.83M | 1.58% | 6 |
|
2024
Q4 | $28.1M | Sell |
127,910
-3,106
| -2% | -$681K | 1.6% | 7 |
|
2024
Q3 | $24.4M | Buy |
131,016
+3,454
| +3% | +$644K | 1.38% | 8 |
|
2024
Q2 | $24.7M | Sell |
127,562
-1,718
| -1% | -$332K | 1.53% | 7 |
|
2024
Q1 | $23.3M | Sell |
129,280
-213
| -0.2% | -$38.4K | 1.35% | 8 |
|
2023
Q4 | $19.7M | Sell |
129,493
-6,041
| -4% | -$918K | 1.29% | 10 |
|
2023
Q3 | $17.2M | Buy |
135,534
+4,026
| +3% | +$512K | 1.24% | 8 |
|
2023
Q2 | $17.1M | Buy |
+131,508
| New | +$17.1M | 1.22% | 8 |
|
2023
Q1 | – | Sell |
-132,684
| Closed | -$11.1M | – | 740 |
|
2022
Q4 | $11.1M | Buy |
132,684
+19,676
| +17% | +$1.65M | 0.83% | 19 |
|
2022
Q3 | $12.6M | Sell |
113,008
-17,834
| -14% | -$1.99M | 1.04% | 9 |
|
2022
Q2 | $13.9M | Buy |
130,842
+9,342
| +8% | +$992K | 1.13% | 11 |
|
2022
Q1 | $19.8M | Sell |
121,500
-340
| -0.3% | -$55.4K | 1.3% | 8 |
|
2021
Q4 | $20.3M | Sell |
121,840
-5,420
| -4% | -$903K | 1.28% | 3 |
|
2021
Q3 | $20.9M | Sell |
127,260
-18,160
| -12% | -$2.98M | 1.41% | 5 |
|
2021
Q2 | $25M | Buy |
145,420
+360
| +0.2% | +$61.9K | 1.67% | 5 |
|
2021
Q1 | $21M | Buy |
145,060
+420
| +0.3% | +$60.9K | 1.49% | 5 |
|
2020
Q4 | $23.6M | Buy |
144,640
+26,900
| +23% | +$4.38M | 1.61% | 6 |
|
2020
Q3 | $18.5M | Buy |
+117,740
| New | +$18.5M | 1.58% | 10 |
|
2020
Q2 | – | Sell |
-107,040
| Closed | -$9.32M | – | 591 |
|
2020
Q1 | $9.32M | Buy |
107,040
+7,020
| +7% | +$611K | 1.33% | 9 |
|
2019
Q4 | $9.27M | Sell |
100,020
-25,140
| -20% | -$2.33M | 0.99% | 14 |
|
2019
Q3 | $10.9M | Buy |
125,160
+1,100
| +0.9% | +$95.5K | 1.24% | 13 |
|
2019
Q2 | $11.7M | Sell |
124,060
-2,980
| -2% | -$282K | 1.36% | 9 |
|
2019
Q1 | $11.3M | Sell |
127,040
-1,000
| -0.8% | -$89K | 1.41% | 10 |
|
2018
Q4 | $9.62M | Buy |
128,040
+1,700
| +1% | +$128K | 1.31% | 13 |
|
2018
Q3 | $12.7M | Buy |
126,340
+5,260
| +4% | +$527K | 1.41% | 12 |
|
2018
Q2 | $10M | Buy |
121,080
+4,620
| +4% | +$383K | 1.22% | 15 |
|
2018
Q1 | $8.14M | Buy |
116,460
+14,700
| +14% | +$1.03M | 1.06% | 20 |
|
2017
Q4 | $5.72M | Buy |
+101,760
| New | +$5.72M | 0.78% | 27 |
|