GA
Geller Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.06M | Sell |
27,621
-1,023
| -4% | -$224K | 0.4% | 19 |
|
|
2024
Q3 | $5.34M | Buy |
28,644
+879
| +3% | +$164K | 0.37% | 18 |
|
|
2024
Q2 | $5.37M | Sell |
27,765
-1,964
| -7% | -$380K | 0.4% | 18 |
|
|
2024
Q1 | $5.36M | Buy |
29,729
+4,734
| +19% | +$854K | 0.44% | 17 |
|
|
2023
Q4 | $3.8M | Buy |
24,995
+116
| +0.5% | +$17.6K | 0.37% | 18 |
|
|
2023
Q3 | $3.16M | Buy |
24,879
+120
| +0.5% | +$15.3K | 0.37% | 19 |
|
|
2023
Q2 | $3.23M | Buy |
24,759
+8,254
| +50% | +$1.08M | 0.4% | 17 |
|
|
2023
Q1 | $1.7M | Buy |
16,505
+6,883
| +72% | +$711K | 0.25% | 20 |
|
|
2022
Q4 | $808K | Sell |
9,622
-167
| -2% | -$14K | 0.14% | 36 |
|
|
2022
Q3 | $1.11M | Sell |
9,789
-3,959
| -29% | -$447K | 0.24% | 20 |
|
|
2022
Q2 | $1.46M | Buy |
13,748
+12,715
| +1,231% | +$1.35M | 0.3% | 18 |
|
|
2022
Q1 | $3.37M | Buy |
1,033
+519
| +101% | +$1.69M | 0.63% | 12 |
|
|
2021
Q4 | $1.71M | Sell |
514
-257
| -33% | -$857K | 0.33% | 21 |
|
|
2021
Q3 | $2.53M | Sell |
771
-258
| -25% | -$848K | 0.55% | 11 |
|
|
2021
Q2 | $3.54M | Sell |
1,029
-2
| -0.2% | -$6.88K | 0.77% | 9 |
|
|
2021
Q1 | $3.19M | Buy |
1,031
+225
| +28% | +$696K | 0.75% | 9 |
|
|
2020
Q4 | $3.3M | Hold |
806
| – | – | 0.83% | 8 |
|
|
2020
Q3 | $2.54M | Buy |
806
+24
| +3% | +$75.6K | 0.72% | 8 |
|
|
2020
Q2 | $2.16M | Buy |
782
+278
| +55% | +$767K | 0.65% | 10 |
|
|
2020
Q1 | $983K | Sell |
504
-184
| -27% | -$359K | 0.28% | 17 |
|
|
2019
Q4 | $1.27M | Sell |
688
-97
| -12% | -$179K | 0.39% | 13 |
|
|
2019
Q3 | $1.36M | Buy |
+785
| New | +$1.36M | 0.49% | 9 |
|
|
2019
Q1 | – | Sell |
-305
| Closed | -$458K | – | 27 |
|
|
2018
Q4 | $458K | Hold |
305
| – | – | 0.21% | 18 |
|
|
2018
Q3 | $611K | Hold |
305
| – | – | 0.36% | 14 |
|
|
2018
Q2 | $518K | Hold |
305
| – | – | 0.22% | 19 |
|
|
2018
Q1 | $441K | Hold |
305
| – | – | 0.22% | 19 |
|
|
2017
Q4 | $357K | Hold |
305
| – | – | 0.18% | 20 |
|
|
2017
Q3 | $293K | Buy |
+305
| New | +$293K | 0.14% | 21 |
|