Gladstone Institutional Advisory’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5M | Buy |
198,336
+9,049
| +5% | +$1.99M | 1.8% | 11 |
|
|
2025
Q1 | $36M | Buy |
189,287
+9,980
| +6% | +$1.9M | 1.68% | 11 |
|
|
2024
Q4 | $39.3M | Buy |
179,307
+14,820
| +9% | +$3.25M | 1.82% | 9 |
|
|
2024
Q3 | $30.6M | Buy |
164,487
+10,271
| +7% | +$1.91M | 1.5% | 11 |
|
|
2024
Q2 | $29.8M | Buy |
154,216
+6,700
| +5% | +$1.29M | 1.55% | 9 |
|
|
2024
Q1 | $26.6M | Sell |
147,516
-20,710
| -12% | -$3.74M | 1.46% | 11 |
|
|
2023
Q4 | $25.6M | Buy |
168,226
+11,006
| +7% | +$1.67M | 1.43% | 10 |
|
|
2023
Q3 | $20M | Sell |
157,220
-7,725
| -5% | -$982K | 1.29% | 12 |
|
|
2023
Q2 | $21.5M | Buy |
164,945
+3,439
| +2% | +$448K | 1.31% | 13 |
|
|
2023
Q1 | $16.7M | Sell |
161,506
-30,207
| -16% | -$3.12M | 1.08% | 13 |
|
|
2022
Q4 | $16.1M | Buy |
191,713
+16,875
| +10% | +$1.42M | 1.14% | 11 |
|
|
2022
Q3 | $19.8M | Buy |
174,838
+4,217
| +2% | +$477K | 1.54% | 7 |
|
|
2022
Q2 | $18.1M | Buy |
170,621
+29,501
| +21% | +$3.13M | 1.43% | 8 |
|
|
2022
Q1 | $23M | Buy |
141,120
+6,640
| +5% | +$1.08M | 1.56% | 5 |
|
|
2021
Q4 | $22.4M | Buy |
134,480
+2,860
| +2% | +$477K | 1.74% | 4 |
|
|
2021
Q3 | $21.6M | Buy |
131,620
+28,160
| +27% | +$4.63M | 2.11% | 3 |
|
|
2021
Q2 | $17.8M | Buy |
103,460
+25,160
| +32% | +$4.33M | 2.11% | 2 |
|
|
2021
Q1 | $12.1M | Buy |
78,300
+27,420
| +54% | +$4.24M | 1.88% | 6 |
|
|
2020
Q4 | $8.29M | Buy |
50,880
+3,860
| +8% | +$629K | 1.65% | 12 |
|
|
2020
Q3 | $7.4M | Buy |
47,020
+2,640
| +6% | +$416K | 1.77% | 12 |
|
|
2020
Q2 | $6.12M | Sell |
44,380
-5,260
| -11% | -$726K | 1.56% | 20 |
|
|
2020
Q1 | $4.84M | Buy |
49,640
+10,620
| +27% | +$1.04M | 1.25% | 19 |
|
|
2019
Q4 | $3.61M | Sell |
39,020
-300
| -0.8% | -$27.7K | 0.88% | 29 |
|
|
2019
Q3 | $3.41M | Buy |
39,320
+4,480
| +13% | +$389K | 0.87% | 31 |
|
|
2019
Q2 | $3.3M | Buy |
34,840
+3,720
| +12% | +$352K | 1.01% | 24 |
|
|
2019
Q1 | $2.77M | Buy |
31,120
+1,580
| +5% | +$141K | 1.02% | 27 |
|
|
2018
Q4 | $2.22M | Buy |
+29,540
| New | +$2.22M | 1.29% | 16 |
|