Jackson Grant Investment Advisers’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
2,513
| – | – | 0.2% | 63 |
|
|
2025
Q1 | $478K | Hold |
2,513
| – | – | 0.19% | 64 |
|
|
2024
Q4 | $551K | Hold |
2,513
| – | – | 0.21% | 61 |
|
|
2024
Q3 | $468K | Hold |
2,513
| – | – | 0.18% | 66 |
|
|
2024
Q2 | $486K | Hold |
2,513
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $453K | Hold |
2,513
| – | – | 0.19% | 66 |
|
|
2023
Q4 | $382K | Hold |
2,513
| – | – | 0.17% | 69 |
|
|
2023
Q3 | $319K | Hold |
2,513
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $328K | Buy |
2,513
+153
| +6% | +$19.9K | 0.15% | 76 |
|
|
2023
Q1 | $244K | Buy |
2,360
+280
| +13% | +$28.9K | 0.11% | 88 |
|
|
2022
Q4 | $175K | Sell |
2,080
-15,400
| -88% | -$1.29M | 0.08% | 103 |
|
|
2022
Q3 | $1.98M | Hold |
17,480
| – | – | 1.03% | 20 |
|
|
2022
Q2 | $1.86M | Buy |
17,480
+40
| +0.2% | +$4.25K | 0.92% | 21 |
|
|
2022
Q1 | $2.84M | Sell |
17,440
-380
| -2% | -$61.9K | 1.2% | 17 |
|
|
2021
Q4 | $2.97M | Sell |
17,820
-920
| -5% | -$153K | 1.51% | 15 |
|
|
2021
Q3 | $3.08M | Buy |
18,740
+1,400
| +8% | +$230K | 1.37% | 17 |
|
|
2021
Q2 | $2.98M | Sell |
17,340
-60
| -0.3% | -$10.3K | 1.31% | 17 |
|
|
2021
Q1 | $2.69M | Buy |
17,400
+5,760
| +49% | +$891K | 1.24% | 17 |
|
|
2020
Q4 | $1.9M | Buy |
11,640
+11,240
| +2,810% | +$1.83M | 0.97% | 20 |
|
|
2020
Q3 | $63K | Hold |
400
| – | – | 0.04% | 137 |
|
|
2020
Q2 | $55K | Buy |
400
+80
| +25% | +$11K | 0.04% | 139 |
|
|
2020
Q1 | $31K | Buy |
320
+40
| +14% | +$3.88K | 0.02% | 157 |
|
|
2019
Q4 | $26K | Hold |
280
| – | – | 0.01% | 177 |
|
|
2019
Q3 | $24K | Hold |
280
| – | – | 0.01% | 182 |
|
|
2019
Q2 | $27K | Buy |
280
+20
| +8% | +$1.93K | 0.02% | 176 |
|
|
2019
Q1 | $23K | Sell |
260
-900
| -78% | -$79.6K | 0.01% | 179 |
|
|
2018
Q4 | $87K | Buy |
1,160
+180
| +18% | +$13.5K | 0.06% | 117 |
|
|
2018
Q3 | $98K | Buy |
980
+20
| +2% | +$2K | 0.06% | 120 |
|
|
2018
Q2 | $82K | Hold |
960
| – | – | 0.06% | 129 |
|
|
2018
Q1 | $69K | Buy |
960
+220
| +30% | +$15.8K | 0.05% | 131 |
|
|
2017
Q4 | $43K | Hold |
740
| – | – | 0.03% | 154 |
|
|
2017
Q3 | $36K | Buy |
+740
| New | +$36K | 0.03% | 161 |
|