Global Financial Private Client’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.23M | Buy |
15,519
+1,907
| +14% | +$420K | 1.06% | 22 |
|
|
2025
Q4 | $3.14M | Buy |
13,612
+399
| +3% | +$91.3K | 1.1% | 19 |
|
|
2025
Q3 | $2.9M | Buy |
13,213
+1,963
| +17% | +$444K | 1.03% | 19 |
|
|
2025
Q2 | $2.47M | Buy |
11,250
+2,068
| +23% | +$409K | 0.93% | 21 |
|
|
2025
Q1 | $1.75M | Buy |
9,182
+2,204
| +32% | +$478K | 0.67% | 34 |
|
|
2024
Q4 | $1.53M | Sell |
6,978
-895
| -11% | -$183K | 0.57% | 44 |
|
|
2024
Q3 | $1.47M | Buy |
7,873
+968
| +14% | +$177K | 0.57% | 43 |
|
|
2024
Q2 | $1.33M | Sell |
6,905
-17
| -0.2% | -$3.12K | 0.56% | 50 |
|
|
2024
Q1 | $1.25M | Sell |
6,922
-300
| -4% | -$50.1K | 0.54% | 55 |
|
|
2023
Q4 | $1.1M | Buy |
7,222
+10
| +0.1% | +$1.4K | 0.51% | 54 |
|
|
2023
Q3 | $934K | Buy |
7,212
+572
| +9% | +$76.6K | 0.48% | 52 |
|
|
2023
Q2 | $865K | Hold |
6,640
| – | – | 0.43% | 59 |
|
|
2023
Q1 | $680K | Hold |
6,640
| – | – | 0.35% | 66 |
|
|
2022
Q4 | $558K | Sell |
6,640
-3,215
| -33% | -$318K | 0.31% | 81 |
|
|
2022
Q3 | $1.14M | Buy |
9,855
+1,628
| +20% | +$206K | 0.66% | 35 |
|
|
2022
Q2 | $901K | Buy |
8,227
+2,847
| +53% | +$356K | 0.51% | 49 |
|
|
2022
Q1 | $881K | Buy |
5,380
+980
| +22% | +$151K | 0.43% | 57 |
|
|
2021
Q4 | $735K | Sell |
4,400
-160
| -4% | -$27.4K | 0.36% | 67 |
|
|
2021
Q3 | $750K | Sell |
4,560
-600
| -12% | -$103K | 0.39% | 64 |
|
|
2021
Q2 | $887K | Sell |
5,160
-960
| -16% | -$160K | 0.5% | 50 |
|
|
2021
Q1 | $968K | Buy |
6,120
+1,200
| +24% | +$190K | 0.69% | 29 |
|
|
2020
Q4 | $802K | Sell |
4,920
-180
| -4% | -$28.7K | 0.64% | 33 |
|
|
2020
Q3 | $823K | Sell |
5,100
-380
| -7% | -$59.9K | 0.71% | 31 |
|
|
2020
Q2 | $790K | Sell |
5,480
-20
| -0.4% | -$2.42K | 0.69% | 33 |
|
|
2020
Q1 | $525K | Sell |
5,500
-980
| -15% | -$94.9K | 0.56% | 42 |
|
|
2019
Q4 | $599K | Buy |
+6,480
| New | +$574K | 0.5% | 50 |
|
Other funds holding AMZN
VCM
VPM