HCR Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14M | Buy |
58,530
+2,235
| +4% | +$561K | 1.25% | 14 |
|
|
2026
Q1 | $11.7M | Buy |
56,295
+2,507
| +5% | +$552K | 1.22% | 13 |
|
|
2025
Q4 | $12.4M | Buy |
53,788
+1,204
| +2% | +$275K | 1.23% | 15 |
|
|
2025
Q3 | $11.7M | Buy |
52,584
+246
| +0.5% | +$55.7K | 1.21% | 14 |
|
|
2025
Q2 | $11.5M | Buy |
52,338
+1,001
| +2% | +$198K | 1.35% | 14 |
|
|
2025
Q1 | $9.77M | Buy |
51,337
+1,231
| +2% | +$267K | 1.27% | 15 |
|
|
2024
Q4 | $11M | Sell |
50,106
-1,228
| -2% | -$251K | 1.38% | 12 |
|
|
2024
Q3 | $9.57M | Buy |
51,334
+1,611
| +3% | +$294K | 1.25% | 14 |
|
|
2024
Q2 | $9.61M | Buy |
49,723
+871
| +2% | +$160K | 1.37% | 12 |
|
|
2024
Q1 | $8.81M | Buy |
48,852
+2,561
| +6% | +$427K | 1.34% | 13 |
|
|
2023
Q4 | $7.03M | Buy |
46,291
+13,497
| +41% | +$1.89M | 1.11% | 13 |
|
|
2023
Q3 | $4.17M | Sell |
32,794
-1,930
| -6% | -$259K | 0.91% | 17 |
|
|
2023
Q2 | $4.53M | Buy |
34,724
+343
| +1% | +$39.2K | 0.84% | 19 |
|
|
2023
Q1 | $3.55M | Buy |
34,381
+926
| +3% | +$89.5K | 0.7% | 29 |
|
|
2022
Q4 | $2.81M | Sell |
33,455
-1,449
| -4% | -$143K | 0.59% | 32 |
|
|
2022
Q3 | $3.94M | Sell |
34,904
-848
| -2% | -$107K | 0.84% | 19 |
|
|
2022
Q2 | $3.8M | Buy |
35,752
+1,152
| +3% | +$144K | 0.76% | 24 |
|
|
2022
Q1 | $5.64M | Buy |
34,600
+100
| +0.3% | +$15.5K | 0.92% | 16 |
|
|
2021
Q4 | $5.75M | Buy |
34,500
+3,360
| +11% | +$575K | 0.89% | 22 |
|
|
2021
Q3 | $5.12M | Buy |
31,140
+160
| +0.5% | +$27.6K | 0.85% | 20 |
|
|
2021
Q2 | $5.33M | Buy |
30,980
+1,840
| +6% | +$306K | 0.93% | 19 |
|
|
2021
Q1 | $4.51M | Sell |
29,140
-12,760
| -30% | -$2.02M | 0.89% | 19 |
|
|
2020
Q4 | $6.82M | Sell |
41,900
-300
| -0.7% | -$47.9K | 1.43% | 9 |
|
|
2020
Q3 | $6.67M | Sell |
42,200
-5,920
| -12% | -$933K | 1.53% | 10 |
|
|
2020
Q2 | $6.9M | Buy |
48,120
+1,200
| +3% | +$145K | 1.62% | 11 |
|
|
2020
Q1 | $4.57M | Sell |
46,920
-860
| -2% | -$83.2K | 1.31% | 11 |
|
|
2019
Q4 | $4.41M | Buy |
47,780
+8,700
| +22% | +$770K | 1.07% | 15 |
|
|
2019
Q3 | $3.4M | Sell |
39,080
-2,720
| -7% | -$252K | 1.13% | 16 |
|
|
2019
Q2 | $3.96M | Sell |
41,800
-15,300
| -27% | -$1.43M | 1.13% | 16 |
|
|
2019
Q1 | $3.4M | Buy |
57,100
+21,400
| +60% | +$1.78M | 0.98% | 19 |
|
|
2018
Q4 | $2.68M | Buy |
35,700
+300
| +0.8% | +$24.9K | 0.87% | 21 |
|
|
2018
Q3 | $3.19M | Sell |
35,400
-2,100
| -6% | -$197K | 1.04% | 17 |
|
|
2018
Q2 | $3.24M | Buy |
37,500
+4,760
| +15% | +$378K | 1.06% | 17 |
|
|
2018
Q1 | $2.37M | Sell |
32,740
-2,440
| -7% | -$174K | 0.82% | 24 |
|
|
2017
Q4 | $1.59M | Buy |
35,180
+1,780
| +5% | +$97.9K | 0.56% | 42 |
|
|
2017
Q3 | $1.6M | Buy |
+33,400
| New | +$1.64M | 0.68% | 34 |
|
|
2017
Q2 | – | Sell |
-43,940
| Closed | -$707K | – | 145 |
|
|
2017
Q1 | $707K | Buy |
43,940
+2,020
| +5% | +$84.2K | 0.36% | 71 |
|
|
2016
Q4 | $522K | Buy |
+41,920
| New | +$1.64M | 0.28% | 82 |
|
Other funds holding AMZN
WT
CRM
CNB
PAM
DC
SP