J.M. Forbes & Co’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.8M | Buy |
191,131
+902
| +0.5% | +$199K | 3.37% | 7 |
|
|
2025
Q4 | $43.9M | Buy |
190,229
+1,542
| +0.8% | +$353K | 3.56% | 6 |
|
|
2025
Q3 | $41.4M | Buy |
188,687
+608
| +0.3% | +$138K | 3.44% | 6 |
|
|
2025
Q2 | $41.3M | Buy |
188,079
+824
| +0.4% | +$163K | 3.77% | 5 |
|
|
2025
Q1 | $35.6M | Buy |
187,255
+4,422
| +2% | +$960K | 3.45% | 5 |
|
|
2024
Q4 | $40.1M | Buy |
182,833
+3,421
| +2% | +$700K | 3.86% | 6 |
|
|
2024
Q3 | $33.4M | Sell |
179,412
-934
| -0.5% | -$170K | 3.26% | 6 |
|
|
2024
Q2 | $34.9M | Buy |
180,346
+2,831
| +2% | +$520K | 3.57% | 6 |
|
|
2024
Q1 | $32M | Sell |
177,515
-2,475
| -1% | -$413K | 3.47% | 7 |
|
|
2023
Q4 | $27.3M | Buy |
179,990
+2,423
| +1% | +$340K | 3.18% | 6 |
|
|
2023
Q3 | $22.6M | Buy |
177,567
+921
| +0.5% | +$123K | 2.93% | 7 |
|
|
2023
Q2 | $23M | Buy |
176,646
+30,680
| +21% | +$3.5M | 2.87% | 7 |
|
|
2023
Q1 | $15.1M | Sell |
145,966
-3,154
| -2% | -$305K | 2.06% | 17 |
|
|
2022
Q4 | $12.5M | Sell |
149,120
-40,325
| -21% | -$3.98M | 1.81% | 24 |
|
|
2022
Q3 | $21.4M | Buy |
189,445
+1,668
| +0.9% | +$211K | 3.35% | 4 |
|
|
2022
Q2 | $19.9M | Sell |
187,777
-103
| -0.1% | -$12.9K | 2.94% | 5 |
|
|
2022
Q1 | $30.6M | Sell |
187,880
-360
| -0.2% | -$55.6K | 3.87% | 4 |
|
|
2021
Q4 | $31.4M | Buy |
188,240
+480
| +0.3% | +$82.2K | 3.6% | 5 |
|
|
2021
Q3 | $30.8M | Sell |
187,760
-960
| -0.5% | -$166K | 3.89% | 4 |
|
|
2021
Q2 | $32.5M | Buy |
188,720
+580
| +0.3% | +$96.4K | 4.09% | 4 |
|
|
2021
Q1 | $29.1M | Buy |
188,140
+120
| +0.1% | +$19K | 4.06% | 4 |
|
|
2020
Q4 | $30.6M | Buy |
188,020
+760
| +0.4% | +$121K | 4.5% | 4 |
|
|
2020
Q3 | $29.5M | Sell |
187,260
-220
| -0.1% | -$34.7K | 4.72% | 4 |
|
|
2020
Q2 | $25.9M | Buy |
187,480
+1,440
| +0.8% | +$174K | 4.61% | 4 |
|
|
2020
Q1 | $18.1M | Buy |
186,040
+78,140
| +72% | +$7.56M | 4.05% | 6 |
|
|
2019
Q4 | $9.97M | Buy |
107,900
+7,060
| +7% | +$625K | 1.63% | 32 |
|
|
2019
Q3 | $8.75M | Buy |
100,840
+740
| +0.7% | +$68.6K | 1.68% | 30 |
|
|
2019
Q2 | $9.48M | Buy |
100,100
+10,740
| +12% | +$1M | 1.83% | 30 |
|
|
2019
Q1 | $7.96M | Buy |
89,360
+700
| +0.8% | +$58.3K | 1.7% | 31 |
|
|
2018
Q4 | $6.66M | Buy |
88,660
+720
| +0.8% | +$59.9K | 1.57% | 32 |
|
|
2018
Q3 | $8.81M | Buy |
87,940
+200
| +0.2% | +$18.8K | 1.87% | 26 |
|
|
2018
Q2 | $7.46M | Buy |
87,740
+200
| +0.2% | +$15.9K | 1.67% | 30 |
|
|
2018
Q1 | $6.33M | Buy |
87,540
+1,080
| +1% | +$77.2K | 1.48% | 36 |
|
|
2017
Q4 | $5.06M | Buy |
86,460
+3,400
| +4% | +$187K | 1.17% | 39 |
|
|
2017
Q3 | $3.99M | Sell |
83,060
-940
| -1% | -$46.2K | 1% | 40 |
|
|
2017
Q2 | $4.07M | Sell |
84,000
-200
| -0.2% | -$9.54K | 1.03% | 39 |
|
|
2017
Q1 | $3.73M | Buy |
84,200
+1,640
| +2% | +$68.3K | 0.97% | 39 |
|
|
2016
Q4 | $3.1M | Buy |
82,560
+1,160
| +1% | +$45.5K | 0.85% | 41 |
|
|
2016
Q3 | $3.41M | Buy |
81,400
+74,780
| +1,130% | +$2.86M | 0.93% | 41 |
|
|
2016
Q2 | $236K | Buy |
+6,620
| New | +$224K | 0.07% | 87 |
|
Other funds holding AMZN
VCM
VPM
