Forum Financial 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 | $25.1M | Buy |
114,567
+2,311
| +2% | +$507K | 0.38% | 22 |
|
|
2025
Q1 | $21.4M | Buy |
+112,256
| New | +$21.4M | 0.35% | 20 |
|
|
2024
Q4 | – | Sell |
-103,597
| Closed | -$19.3M | – | 909 |
|
|
2024
Q3 | $19.3M | Buy |
103,597
+5,744
| +6% | +$1.07M | 0.32% | 22 |
|
|
2024
Q2 | $18.9M | Sell |
97,853
-1,084
| -1% | -$209K | 0.34% | 22 |
|
|
2024
Q1 | $17.8M | Buy |
98,937
+1,088
| +1% | +$196K | 0.31% | 22 |
|
|
2023
Q4 | $14.9M | Buy |
97,849
+8,796
| +10% | +$1.34M | 0.28% | 25 |
|
|
2023
Q3 | $11.3M | Buy |
89,053
+1,136
| +1% | +$144K | 0.25% | 24 |
|
|
2023
Q2 | $11.5M | Buy |
87,917
+5,413
| +7% | +$706K | 0.26% | 24 |
|
|
2023
Q1 | $8.52M | Buy |
82,504
+7,721
| +10% | +$798K | 0.25% | 26 |
|
|
2022
Q4 | $6.28M | Buy |
74,783
+7,778
| +12% | +$653K | 0.21% | 29 |
|
|
2022
Q3 | $7.57M | Sell |
67,005
-4,110
| -6% | -$464K | 0.37% | 22 |
|
|
2022
Q2 | $7.55M | Buy |
71,115
+5,735
| +9% | +$609K | 0.38% | 17 |
|
|
2022
Q1 | $10.7M | Sell |
65,380
-5,860
| -8% | -$955K | 0.51% | 12 |
|
|
2021
Q4 | $11.9M | Buy |
+71,240
| New | +$11.9M | 0.61% | 11 |
|