Jacobsen Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
18,416
+2,442
| +15% | +$536K | 1.49% | 13 |
|
|
2025
Q1 | $3.04M | Buy |
15,974
+312
| +2% | +$59.4K | 1.32% | 13 |
|
|
2024
Q4 | $3.44M | Buy |
15,662
+116
| +0.7% | +$25.5K | 1.46% | 14 |
|
|
2024
Q3 | $2.9M | Sell |
15,546
-115
| -0.7% | -$21.4K | 1.22% | 14 |
|
|
2024
Q2 | $3.03M | Buy |
15,661
+1,392
| +10% | +$269K | 1.35% | 14 |
|
|
2024
Q1 | $2.57M | Buy |
14,269
+480
| +3% | +$86.6K | 1.19% | 15 |
|
|
2023
Q4 | $2.1M | Buy |
13,789
+461
| +3% | +$70K | 1.06% | 12 |
|
|
2023
Q3 | $1.69M | Buy |
13,328
+245
| +2% | +$31.1K | 0.92% | 17 |
|
|
2023
Q2 | $1.71M | Buy |
13,083
+3,203
| +32% | +$418K | 0.88% | 16 |
|
|
2023
Q1 | $1.02M | Buy |
+9,880
| New | +$1.02M | 0.55% | 21 |
|