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