GIM
Groesbeck Investment Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $402K | Hold |
2,115
| – | – | 0.56% | 56 |
|
|
2024
Q4 | $464K | Hold |
2,115
| – | – | 0.6% | 53 |
|
|
2024
Q3 | $394K | Hold |
2,115
| – | – | 0.58% | 55 |
|
|
2024
Q2 | $409K | Hold |
2,115
| – | – | 0.57% | 57 |
|
|
2024
Q1 | $382K | Hold |
2,115
| – | – | 0.41% | 73 |
|
|
2023
Q4 | $321K | Hold |
2,115
| – | – | 0.44% | 63 |
|
|
2023
Q3 | $269K | Sell |
2,115
-225
| -10% | -$28.6K | 0.41% | 70 |
|
|
2023
Q2 | $305K | Hold |
2,340
| – | – | 0.46% | 63 |
|
|
2023
Q1 | $242K | Buy |
+2,340
| New | +$242K | 0.36% | 76 |
|
|
2022
Q4 | – | Sell |
-2,340
| Closed | -$249K | – | 81 |
|
|
2022
Q3 | $249K | Hold |
2,340
| – | – | 0.41% | 76 |
|
|
2022
Q2 | $249K | Buy |
2,340
+2,223
| +1,900% | +$237K | 0.41% | 76 |
|
|
2022
Q1 | $381K | Hold |
117
| – | – | 0.43% | 79 |
|
|
2021
Q4 | $390K | Hold |
117
| – | – | 0.5% | 63 |
|
|
2021
Q3 | $384K | Hold |
117
| – | – | 0.44% | 82 |
|
|
2021
Q2 | $402K | Hold |
117
| – | – | 0.51% | 70 |
|
|
2021
Q1 | $362K | Hold |
117
| – | – | 0.52% | 67 |
|
|
2020
Q4 | $381K | Hold |
117
| – | – | 0.62% | 59 |
|
|
2020
Q3 | $368K | Hold |
117
| – | – | 0.69% | 55 |
|
|
2020
Q2 | $323K | Hold |
117
| – | – | 0.64% | 62 |
|
|
2020
Q1 | $228K | Hold |
117
| – | – | 0.61% | 67 |
|
|
2019
Q4 | $216K | Hold |
117
| – | – | 0.16% | 98 |
|
|
2019
Q3 | $203K | Buy |
117
+2
| +2% | +$3.47K | 0.15% | 99 |
|
|
2019
Q2 | $218K | Sell |
115
-3
| -3% | -$5.69K | 0.18% | 94 |
|
|
2019
Q1 | $210K | Buy |
+118
| New | +$210K | 0.16% | 96 |
|
|
2018
Q4 | – | Sell |
-121
| Closed | -$242K | – | 91 |
|
|
2018
Q3 | $242K | Sell |
121
-5
| -4% | -$10K | 0.16% | 93 |
|
|
2018
Q2 | $214K | Buy |
+126
| New | +$214K | 0.15% | 90 |
|