IAA
Independent Advisor Alliance’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Buy |
596,496
+1,125
| +0.2% | +$247K | 3.77% | 5 |
|
|
2025
Q1 | $113M | Buy |
595,371
+3,076
| +0.5% | +$585K | 3.74% | 5 |
|
|
2024
Q4 | $130M | Buy |
592,295
+36,289
| +7% | +$7.96M | 1.72% | 8 |
|
|
2024
Q3 | $104M | Sell |
556,006
-7,278
| -1% | -$1.36M | 3.77% | 5 |
|
|
2024
Q2 | $109M | Buy |
563,284
+9,509
| +2% | +$1.84M | 3.73% | 6 |
|
|
2024
Q1 | $99.9M | Buy |
553,775
+10,626
| +2% | +$1.92M | 3.61% | 5 |
|
|
2023
Q4 | $82.5M | Buy |
543,149
+11,491
| +2% | +$1.75M | 2.97% | 5 |
|
|
2023
Q3 | $67.6M | Sell |
531,658
-8,139
| -2% | -$1.03M | 3.06% | 5 |
|
|
2023
Q2 | $70.4M | Buy |
539,797
+8,496
| +2% | +$1.11M | 3.1% | 5 |
|
|
2023
Q1 | $54.9M | Sell |
531,301
-5,478
| -1% | -$566K | 2.65% | 5 |
|
|
2022
Q4 | $2.03M | Sell |
536,779
-4,750
| -0.9% | -$17.9K | 0.7% | 24 |
|
|
2022
Q3 | $61.2M | Sell |
541,529
-65,848
| -11% | -$7.44M | 3.57% | 3 |
|
|
2022
Q2 | $64.5M | Buy |
607,377
+578,381
| +1,995% | +$61.4M | 3.6% | 3 |
|
|
2022
Q1 | $94.5M | Buy |
28,996
+2,695
| +10% | +$8.79M | 4.55% | 3 |
|
|
2021
Q4 | $87.7M | Sell |
26,301
-584
| -2% | -$1.95M | 4.33% | 3 |
|
|
2021
Q3 | $88.3M | Buy |
26,885
+520
| +2% | +$1.71M | 4.91% | 2 |
|
|
2021
Q2 | $90.7M | Buy |
26,365
+936
| +4% | +$3.22M | 4.97% | 2 |
|
|
2021
Q1 | $78.7M | Buy |
25,429
+1,666
| +7% | +$5.15M | 4.67% | 2 |
|
|
2020
Q4 | $77.4M | Sell |
23,763
-2,667
| -10% | -$8.69M | 5.25% | 2 |
|
|
2020
Q3 | $83.1M | Buy |
26,430
+1,098
| +4% | +$3.45M | 6.31% | 2 |
|
|
2020
Q2 | $70.2M | Buy |
25,332
+2,132
| +9% | +$5.91M | 7.51% | 2 |
|
|
2020
Q1 | $45.2M | Buy |
23,200
+2,625
| +13% | +$5.12M | 6.58% | 2 |
|
|
2019
Q4 | $38M | Buy |
20,575
+7
| +0% | +$12.9K | 1.66% | 7 |
|
|
2019
Q3 | $35.7M | Buy |
20,568
+375
| +2% | +$652K | 4.37% | 2 |
|
|
2019
Q2 | $37.2M | Buy |
20,193
+1,766
| +10% | +$3.26M | 5.39% | 2 |
|
|
2019
Q1 | $32.8M | Buy |
18,427
+1,952
| +12% | +$3.48M | 4.61% | 2 |
|
|
2018
Q4 | $24.8M | Buy |
16,475
+16,474
| +1,647,400% | +$24.8M | 4.39% | 2 |
|
|
2018
Q3 | $5K | Hold |
1
| – | – | ﹤0.01% | 361 |
|
|
2018
Q2 | $6K | Buy |
+1
| New | +$6K | ﹤0.01% | 341 |
|
|
2018
Q1 | – | Sell |
-12,366
| Closed | -$15.4M | – | 344 |
|
|
2017
Q4 | $15.4M | Buy |
12,366
+579
| +5% | +$722K | 3.44% | 2 |
|
|
2017
Q3 | $11.7M | Buy |
11,787
+2,842
| +32% | +$2.82M | 3.21% | 2 |
|
|
2017
Q2 | $8.91M | Buy |
8,945
+2,930
| +49% | +$2.92M | 2.84% | 2 |
|
|
2017
Q1 | $5.47M | Buy |
6,015
+897
| +18% | +$816K | 0.87% | 23 |
|
|
2016
Q4 | $4.14M | Buy |
+5,118
| New | +$4.14M | 1.77% | 11 |
|