KCS Wealth Advisory’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.23M | Sell |
17,580
-3,838
| -18% | -$488K | 0.95% | 31 |
|
2023
Q2 | $2.79M | Sell |
21,418
-527
| -2% | -$68.7K | 0.97% | 32 |
|
2023
Q1 | $2.27M | Buy |
21,945
+1,858
| +9% | +$192K | 0.86% | 38 |
|
2022
Q4 | $1.69M | Buy |
20,087
+2,695
| +15% | +$226K | 0.7% | 47 |
|
2022
Q3 | $1.97M | Buy |
17,392
+5,950
| +52% | +$672K | 0.91% | 38 |
|
2022
Q2 | $1.22M | Buy |
11,442
+6,542
| +134% | +$695K | 0.54% | 66 |
|
2022
Q1 | $799K | Buy |
4,900
+2,400
| +96% | +$391K | 0.37% | 88 |
|
2021
Q4 | $417K | Buy |
2,500
+780
| +45% | +$130K | 0.17% | 118 |
|
2021
Q3 | $283K | Sell |
1,720
-340
| -17% | -$55.9K | 0.13% | 126 |
|
2021
Q2 | $354K | Buy |
2,060
+140
| +7% | +$24.1K | 0.17% | 119 |
|
2021
Q1 | $297K | Buy |
1,920
+520
| +37% | +$80.4K | 0.15% | 125 |
|
2020
Q4 | $228K | Sell |
1,400
-20
| -1% | -$3.26K | 0.15% | 133 |
|
2020
Q3 | $224K | Buy |
+1,420
| New | +$224K | 0.18% | 127 |
|
2019
Q4 | – | Sell |
-1,160
| Closed | -$101K | – | 164 |
|
2019
Q3 | $101K | Buy |
+1,160
| New | +$101K | 0.07% | 195 |
|