Goldstein Munger & Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,200
| Closed | -$1.24M | – | 34 |
|
|
2021
Q2 | $1.24M | Hold |
7,200
| – | – | 0.33% | 21 |
|
|
2021
Q1 | $1.11M | Hold |
7,200
| – | – | 0.31% | 21 |
|
|
2020
Q4 | $1.17M | Buy |
7,200
+680
| +10% | +$111K | 0.35% | 21 |
|
|
2020
Q3 | $1.03M | Buy |
6,520
+500
| +8% | +$78.7K | 0.34% | 22 |
|
|
2020
Q2 | $830K | Hold |
6,020
| – | – | 0.31% | 24 |
|
|
2020
Q1 | $587K | Hold |
6,020
| – | – | 0.29% | 22 |
|
|
2019
Q4 | $556K | Hold |
6,020
| – | – | 0.23% | 27 |
|
|
2019
Q3 | $523K | Hold |
6,020
| – | – | 0.23% | 27 |
|
|
2019
Q2 | $570K | Hold |
6,020
| – | – | 0.25% | 23 |
|
|
2019
Q1 | $536K | Hold |
6,020
| – | – | 0.23% | 28 |
|
|
2018
Q4 | $452K | Hold |
6,020
| – | – | 0.22% | 30 |
|
|
2018
Q3 | $603K | Sell |
6,020
-80
| -1% | -$8.01K | 0.26% | 24 |
|
|
2018
Q2 | $518K | Buy |
6,100
+80
| +1% | +$6.79K | 0.22% | 27 |
|
|
2018
Q1 | $436K | Buy |
6,020
+1,300
| +28% | +$94.2K | 0.19% | 29 |
|
|
2017
Q4 | $276K | Buy |
+4,720
| New | +$276K | 0.12% | 33 |
|
|
2016
Q3 | – | Sell |
-9,020
| Closed | -$323K | – | 32 |
|
|
2016
Q2 | $323K | Buy |
9,020
+1,020
| +13% | +$36.5K | 0.15% | 26 |
|
|
2016
Q1 | $237K | Hold |
8,000
| – | – | 0.1% | 32 |
|
|
2015
Q4 | $270K | Hold |
8,000
| – | – | 0.12% | 30 |
|
|
2015
Q3 | $205K | Buy |
+8,000
| New | +$205K | 0.09% | 32 |
|
|
2015
Q1 | – | Sell |
-14,000
| Closed | -$217K | – | 30 |
|
|
2014
Q4 | $217K | Hold |
14,000
| – | – | 0.09% | 31 |
|
|
2014
Q3 | $226K | Hold |
14,000
| – | – | 0.09% | 29 |
|
|
2014
Q2 | $227K | Buy |
+14,000
| New | +$227K | 0.09% | 29 |
|
|
2014
Q1 | – | Sell |
-14,000
| Closed | -$279K | – | 26 |
|
|
2013
Q4 | $279K | Hold |
14,000
| – | – | 0.12% | 28 |
|
|
2013
Q3 | $219K | Buy |
+14,000
| New | +$219K | 0.09% | 31 |
|