Fulcrum Equity 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 | $857K | Buy |
3,907
+388
| +11% | +$85.1K | 0.88% | 29 |
|
2025
Q1 | $670K | Buy |
3,519
+1,140
| +48% | +$217K | 0.73% | 40 |
|
2024
Q4 | $522K | Sell |
2,379
-226
| -9% | -$49.6K | 0.52% | 60 |
|
2024
Q3 | $485K | Sell |
2,605
-1,263
| -33% | -$235K | 0.41% | 79 |
|
2024
Q2 | $747K | Buy |
3,868
+884
| +30% | +$171K | 0.67% | 48 |
|
2024
Q1 | $538K | Buy |
2,984
+1,030
| +53% | +$186K | 0.63% | 52 |
|
2023
Q4 | $297K | Buy |
+1,954
| New | +$297K | 0.37% | 76 |
|
2022
Q1 | – | Sell |
-4,020
| Closed | -$670K | – | 111 |
|
2021
Q4 | $670K | Buy |
4,020
+140
| +4% | +$23.3K | 0.25% | 73 |
|
2021
Q3 | $637K | Buy |
3,880
+2,460
| +173% | +$404K | 0.25% | 76 |
|
2021
Q2 | $244K | Buy |
+1,420
| New | +$244K | 0.09% | 163 |
|
2021
Q1 | – | Sell |
-2,140
| Closed | -$348K | – | 173 |
|
2020
Q4 | $348K | Buy |
2,140
+180
| +9% | +$29.3K | 0.14% | 116 |
|
2020
Q3 | $309K | Buy |
+1,960
| New | +$309K | 0.14% | 103 |
|
2019
Q4 | – | Sell |
-60
| Closed | -$5K | – | 98 |
|
2019
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 151 |
|