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GoalVest Advisory’s Amazon AMZN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.25M Buy
14,828
+802
+6% +$176K 0.81% 20
2025
Q1
$2.67M Buy
14,026
+471
+3% +$89.6K 0.73% 24
2024
Q4
$2.97M Sell
13,555
-303
-2% -$66.5K 0.82% 19
2024
Q3
$2.58M Buy
13,858
+978
+8% +$182K 0.74% 21
2024
Q2
$2.49M Sell
12,880
-2,154
-14% -$416K 0.8% 14
2024
Q1
$2.71M Sell
15,034
-1,249
-8% -$225K 0.9% 11
2023
Q4
$2.47M Buy
16,283
+72
+0.4% +$10.9K 1.09% 10
2023
Q3
$2.06M Buy
16,211
+106
+0.7% +$13.5K 1.03% 13
2023
Q2
$2.1M Sell
16,105
-160
-1% -$20.9K 1.08% 9
2023
Q1
$1.68M Buy
16,265
+8,301
+104% +$857K 0.98% 16
2022
Q4
$669K Sell
7,964
-24,204
-75% -$2.03M 0.43% 55
2022
Q3
$3.64M Sell
32,168
-13,123
-29% -$1.48M 2.55% 7
2022
Q2
$5.14M Buy
45,291
+43,320
+2,198% +$4.92M 3.26% 4
2022
Q1
$6.43M Buy
+1,971
New +$6.43M 3.62% 5
2021
Q2
$5.41M Buy
1,573
+198
+14% +$681K 3.36% 4
2021
Q1
$4.25M Buy
1,375
+388
+39% +$1.2M 3.17% 4
2020
Q4
$3.22M Buy
+987
New +$3.22M 2.7% 6