GCA
Gradient Capital Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
9,774
+348
| +4% | +$76.3K | 0.63% | 41 |
|
|
2025
Q1 | $1.79M | Buy |
9,426
+72
| +0.8% | +$13.7K | 0.59% | 42 |
|
|
2024
Q4 | $2.05M | Sell |
9,354
-66
| -0.7% | -$14.5K | 0.66% | 38 |
|
|
2024
Q3 | $1.76M | Buy |
9,420
+450
| +5% | +$83.8K | 0.58% | 41 |
|
|
2024
Q2 | $1.73M | Sell |
8,970
-5
| -0.1% | -$966 | 0.62% | 39 |
|
|
2024
Q1 | $1.62M | Sell |
8,975
-420
| -4% | -$75.8K | 0.59% | 40 |
|
|
2023
Q4 | $1.43M | Sell |
9,395
-500
| -5% | -$76K | 0.54% | 42 |
|
|
2023
Q3 | $1.26M | Buy |
9,895
+87
| +0.9% | +$11.1K | 0.53% | 44 |
|
|
2023
Q2 | $1.28M | Buy |
9,808
+42
| +0.4% | +$5.48K | 0.51% | 43 |
|
|
2023
Q1 | $1.01M | Sell |
9,766
-100
| -1% | -$10.3K | 0.43% | 51 |
|
|
2022
Q4 | $829K | Buy |
9,866
+387
| +4% | +$32.5K | 0.38% | 64 |
|
|
2022
Q3 | $1.07M | Buy |
9,479
+3,399
| +56% | +$384K | 0.51% | 44 |
|
|
2022
Q2 | $646K | Buy |
6,080
+5,799
| +2,064% | +$616K | 0.31% | 69 |
|
|
2022
Q1 | $916K | Hold |
281
| – | – | 0.39% | 58 |
|
|
2021
Q4 | $937K | Buy |
281
+12
| +4% | +$40K | 0.39% | 57 |
|
|
2021
Q3 | $884K | Hold |
269
| – | – | 0.41% | 51 |
|
|
2021
Q2 | $925K | Buy |
269
+2
| +0.7% | +$6.88K | 0.43% | 49 |
|
|
2021
Q1 | $826K | Buy |
267
+6
| +2% | +$18.6K | 0.44% | 50 |
|
|
2020
Q4 | $850K | Buy |
261
+25
| +11% | +$81.4K | 0.48% | 45 |
|
|
2020
Q3 | $743K | Buy |
236
+3
| +1% | +$9.45K | 0.46% | 48 |
|
|
2020
Q2 | $643K | Buy |
233
+7
| +3% | +$19.3K | 0.43% | 51 |
|
|
2020
Q1 | $441K | Sell |
226
-47
| -17% | -$91.7K | 0.36% | 59 |
|
|
2019
Q4 | $504K | Sell |
273
-90
| -25% | -$166K | 0.35% | 61 |
|
|
2019
Q3 | $630K | Buy |
363
+200
| +123% | +$347K | 0.47% | 48 |
|
|
2019
Q2 | $309K | Hold |
163
| – | – | 0.24% | 74 |
|
|
2019
Q1 | $290K | Buy |
163
+8
| +5% | +$14.2K | 0.23% | 73 |
|
|
2018
Q4 | $233K | Buy |
155
+10
| +7% | +$15K | 0.2% | 80 |
|
|
2018
Q3 | $290K | Hold |
145
| – | – | 0.24% | 74 |
|
|
2018
Q2 | $246K | Buy |
145
+4
| +3% | +$6.79K | 0.23% | 77 |
|
|
2018
Q1 | $204K | Buy |
+141
| New | +$204K | 0.2% | 78 |
|