Institutional & Family Asset Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.36M | Buy |
12,230
+554
| +5% | +$102K | 0.36% | 75 |
|
|
2024
Q1 | $2.11M | Sell |
11,676
-1,332
| -10% | -$222K | 0.34% | 77 |
|
|
2023
Q4 | $1.98M | Sell |
13,008
-410
| -3% | -$57.5K | 0.33% | 73 |
|
|
2023
Q3 | $1.71M | Sell |
13,418
-77
| -0.6% | -$10.3K | 0.28% | 78 |
|
|
2023
Q2 | $1.76M | Sell |
13,495
-156
| -1% | -$17.8K | 0.29% | 77 |
|
|
2023
Q1 | $1.41M | Buy |
13,651
+7,957
| +140% | +$769K | 0.23% | 82 |
|
|
2022
Q4 | $478K | Sell |
5,694
-6,825
| -55% | -$674K | 0.08% | 114 |
|
|
2022
Q3 | $1.42M | Buy |
12,519
+2,215
| +21% | +$280K | 0.25% | 74 |
|
|
2022
Q2 | $1.09M | Buy |
10,304
+64
| +0.6% | +$8.01K | 0.19% | 84 |
|
|
2022
Q1 | $1.67M | Sell |
10,240
-120
| -1% | -$18.5K | 0.26% | 76 |
|
|
2021
Q4 | $1.73M | Sell |
10,360
-1,820
| -15% | -$311K | 0.27% | 79 |
|
|
2021
Q3 | $2M | Sell |
12,180
-140
| -1% | -$24.1K | 0.32% | 75 |
|
|
2021
Q2 | $2.12M | Buy |
12,320
+2,520
| +26% | +$419K | 0.35% | 72 |
|
|
2021
Q1 | $1.52M | Buy |
9,800
+1,140
| +13% | +$181K | 0.29% | 78 |
|
|
2020
Q4 | $1.41M | Sell |
8,660
-3,080
| -26% | -$492K | 0.3% | 80 |
|
|
2020
Q3 | $1.85M | Sell |
11,740
-760
| -6% | -$120K | 0.43% | 71 |
|
|
2020
Q2 | $1.72M | Sell |
12,500
-700
| -5% | -$84.5K | 0.36% | 75 |
|
|
2020
Q1 | $1.29M | Buy |
13,200
+1,480
| +13% | +$143K | 0.3% | 77 |
|
|
2019
Q4 | $1.08M | Buy |
11,720
+180
| +2% | +$15.9K | 0.23% | 84 |
|
|
2019
Q3 | $1M | Sell |
11,540
-4,900
| -30% | -$454K | 0.22% | 85 |
|
|
2019
Q2 | $1.56M | Buy |
16,440
+660
| +4% | +$61.5K | 0.34% | 80 |
|
|
2019
Q1 | $1.41M | Buy |
15,780
+2,480
| +19% | +$206K | 0.3% | 83 |
|
|
2018
Q4 | $999K | Buy |
13,300
+2,240
| +20% | +$186K | 0.22% | 84 |
|
|
2018
Q3 | $1.11M | Buy |
11,060
+2,500
| +29% | +$235K | 0.22% | 83 |
|
|
2018
Q2 | $728K | Buy |
8,560
+320
| +4% | +$25.4K | 0.15% | 97 |
|
|
2018
Q1 | $596K | Sell |
8,240
-200
| -2% | -$14.3K | 0.13% | 100 |
|
|
2017
Q4 | $494K | Buy |
8,440
+160
| +2% | +$8.8K | 0.09% | 114 |
|
|
2017
Q3 | $398K | Buy |
8,280
+1,300
| +19% | +$63.9K | 0.08% | 134 |
|
|
2017
Q2 | $338K | Buy |
+6,980
| New | +$333K | 0.08% | 106 |
|
|
2016
Q4 | – | Sell |
-6,320
| Closed | -$265K | – | 125 |
|
|
2016
Q3 | $265K | Buy |
+6,320
| New | +$242K | 0.09% | 106 |
|
|
2016
Q2 | – | Sell |
-6,180
| Closed | -$209K | – | 119 |
|
|
2016
Q1 | $209K | Hold |
6,180
| – | – | 0.08% | 120 |
|
|
2015
Q4 | $209K | Buy |
+6,180
| New | +$195K | 0.08% | 119 |
|
Other funds holding AMZN
Institutional & Family Asset Management's AMZN Position: Q2 2024 in Review
Institutional & Family Asset Management increased its Amazon (AMZN) stake by 4.7% in Q2 2024, buying an estimated $102K and bringing the position to 12,230 shares worth $2.36M. The position accounts for 0.36% of the portfolio, ranked #75.
Institutional & Family Asset Management first reported a position in AMZN in Q4 2015 and has held it in 32 quarters since. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.
- Institutional & Family Asset Management held 12,230 shares of Amazon worth $2.36M as of Q2 2024.
- Institutional & Family Asset Management bought 554 Amazon shares in Q2 2024, an estimated $102K.
- Amazon made up 0.36% of Institutional & Family Asset Management's portfolio in Q2 2024, its #75 holding.
- Institutional & Family Asset Management first reported a position in Amazon in Q4 2015 and has held it in 32 quarters since.
- 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.