IAM Advisory’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 | $2.48M | Buy |
10,412
+178
| +2% | +$44.7K | 0.48% | 35 |
|
|
2026
Q1 | $2.13M | Buy |
10,234
+140
| +1% | +$30.8K | 0.48% | 36 |
|
|
2025
Q4 | $2.33M | Sell |
10,094
-22
| -0.2% | -$5.03K | 0.52% | 29 |
|
|
2025
Q3 | $2.22M | Sell |
10,116
-19
| -0.2% | -$4.3K | 0.5% | 30 |
|
|
2025
Q2 | $2.22M | Buy |
10,135
+12
| +0.1% | +$2.38K | 0.53% | 27 |
|
|
2025
Q1 | $1.93M | Sell |
10,123
-53
| -0.5% | -$11.5K | 0.5% | 34 |
|
|
2024
Q4 | $2.23M | Sell |
10,176
-22
| -0.2% | -$4.5K | 0.57% | 30 |
|
|
2024
Q3 | $1.9M | Sell |
10,198
-782
| -7% | -$143K | 0.48% | 40 |
|
|
2024
Q2 | $2.12M | Sell |
10,980
-271
| -2% | -$49.8K | 0.58% | 32 |
|
|
2024
Q1 | $2.03M | Sell |
11,251
-49
| -0.4% | -$8.18K | 0.56% | 31 |
|
|
2023
Q4 | $1.72M | Sell |
11,300
-170
| -1% | -$23.8K | 0.54% | 32 |
|
|
2023
Q3 | $1.46M | Sell |
11,470
-50
| -0.4% | -$6.7K | 0.51% | 35 |
|
|
2023
Q2 | $1.5M | Sell |
11,520
-32
| -0.3% | -$3.65K | 0.51% | 33 |
|
|
2023
Q1 | $1.19M | Sell |
11,552
-160
| -1% | -$15.5K | 0.41% | 39 |
|
|
2022
Q4 | $984K | Buy |
11,712
+391
| +3% | +$38.6K | 0.36% | 39 |
|
|
2022
Q3 | $1.28M | Sell |
11,321
-20
| -0.2% | -$2.53K | 0.54% | 25 |
|
|
2022
Q2 | $1.21M | Buy |
11,341
+21
| +0.2% | +$2.63K | 0.5% | 27 |
|
|
2022
Q1 | $1.84M | Buy |
11,320
+40
| +0.4% | +$6.18K | 0.75% | 17 |
|
|
2021
Q4 | $1.82M | Sell |
11,280
-320
| -3% | -$54.8K | 0.72% | 17 |
|
|
2021
Q3 | $1.88M | Buy |
+11,600
| New | +$2M | 0.8% | 14 |
|
|
2021
Q2 | – | Sell |
-11,260
| Closed | -$1.91M | – | 51 |
|
|
2021
Q1 | $1.91M | Buy |
11,260
+160
| +1% | +$25.4K | 0.83% | 12 |
|
|
2020
Q4 | $1.84M | Buy |
+11,100
| New | +$1.77M | 0.92% | 10 |
|
Other funds holding AMZN
WT
CRM
CNB
PAM
DC