Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Sell
8,000
-5,000
-38% -$1.1M 3.89% 5
2025
Q4
$3M Buy
13,000
+6,500
+100% +$1.49M 6.6% 2
2025
Q3
$1.43M Sell
6,500
-3,000
-32% -$679K 3.72% 4
2025
Q2
$2.08M Buy
9,500
+2,500
+36% +$495K 9.74% 2
2025
Q1
$1.33M Sell
7,000
-1,500
-18% -$326K 5.81% 3
2024
Q4
$1.86M Buy
8,500
+7,000
+467% +$1.43M 7.96% 4
2024
Q3
$279K Sell
1,500
-3,500
-70% -$639K 2.21% 13
2024
Q2
$966K Buy
5,000
+1,000
+25% +$184K 5.24% 9
2024
Q1
$722K Sell
4,000
-500
-11% -$83.5K 3.98% 10
2023
Q4
$684K Buy
4,500
+2,400
+114% +$336K 5.29% 8
2023
Q3
$267K Sell
2,100
-4,900
-70% -$657K 2.26% 15
2023
Q2
$913K Buy
7,000
+2,500
+56% +$285K 5.53% 9
2023
Q1
$465K Buy
+4,500
New +$435K 2.94% 13
2022
Q3
Sell
-2,460
Closed -$261K 15
2022
Q2
$261K Sell
2,460
-40
-2% -$5K 1.82% 13
2022
Q1
$407K Sell
2,500
-8,000
-76% -$1.24M 1.81% 19
2021
Q4
$1.75M Buy
10,500
+7,900
+304% +$1.35M 4.7% 6
2021
Q3
$427K Sell
2,600
-6,700
-72% -$1.16M 1.19% 14
2021
Q2
$1.6M Buy
9,300
+7,800
+520% +$1.3M 5.81% 5
2021
Q1
$232K Sell
1,500
-400
-21% -$63.4K 0.96% 21
2020
Q4
$309K Sell
1,900
-32,700
-95% -$5.22M 1.19% 21
2020
Q3
$5.45M Sell
34,600
-14,600
-30% -$2.3M 1.46% 2
2020
Q2
$6.79M Sell
49,200
-43,200
-47% -$5.22M 13.03% 2
2020
Q1
$9.01M Sell
92,400
-46,600
-34% -$4.51M 16.77% 1
2019
Q4
$12.8M Sell
139,000
-12,000
-8% -$1.06M 15.69% 1
2019
Q3
$13.1M Hold
151,000
15.94% 1
2019
Q2
$14.3M Hold
151,000
15.48% 1
2019
Q1
$13.4M Hold
151,000
14.07% 1
2018
Q4
$11.3M Sell
151,000
-20,000
-12% -$1.66M 14.58% 1
2018
Q3
$17.1M Sell
171,000
-55,000
-24% -$5.17M 16.91% 1
2018
Q2
$19.2M Hold
226,000
19.57% 1
2018
Q1
$16.4M Sell
226,000
-37,000
-14% -$2.65M 16.54% 1
2017
Q4
$15.4M Sell
263,000
-69,000
-21% -$3.8M 15.04% 1
2017
Q3
$16M Buy
332,000
+1,000
+0.3% +$49.1K 18.01% 1
2017
Q2
$16M Hold
331,000
18.1% 1
2017
Q1
$14.7M Buy
331,000
+101,000
+44% +$4.21M 14.82% 1
2016
Q4
$8.62M Buy
230,000
+30,000
+15% +$1.18M 9.41% 1
2016
Q3
$8.37M Hold
200,000
10.46% 1
2016
Q2
$7.16M Hold
200,000
8.64% 1
2016
Q1
$5.94M Buy
200,000
+20,000
+11% +$568K 8.15% 4
2015
Q4
$6.08M Hold
180,000
8.11% 2
2015
Q3
$4.61M Hold
180,000
7.25% 6
2015
Q2
$3.91M Hold
180,000
3.41% 13
2015
Q1
$3.35M Hold
180,000
3.57% 11
2014
Q4
$2.79M Buy
180,000
+20,000
+13% +$312K 3.96% 8
2014
Q3
$2.58M Hold
160,000
3.2% 11
2014
Q2
$2.6M Buy
160,000
+40,000
+33% +$633K 2.95% 11
2014
Q1
$2.02M Buy
120,000
+30,000
+33% +$557K 2.35% 16
2013
Q4
$1.79M Hold
90,000
2.06% 18
2013
Q3
$1.41M Hold
90,000
1.7% 24
2013
Q2
$1.25M Buy
+90,000
New +$1.2M 1.58% 24

Other funds holding AMZN