KLI
Kelman-Lazarov Inc’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
2,947
-212
| -7% | -$46.5K | 0.1% | 72 |
|
|
2025
Q1 | $601K | Buy |
3,159
+514
| +19% | +$97.8K | 0.11% | 69 |
|
|
2024
Q4 | $580K | Sell |
2,645
-112
| -4% | -$24.6K | 0.1% | 66 |
|
|
2024
Q3 | $514K | Sell |
2,757
-146
| -5% | -$27.2K | 0.09% | 73 |
|
|
2024
Q2 | $561K | Buy |
2,903
+20
| +0.7% | +$3.87K | 0.1% | 66 |
|
|
2024
Q1 | $520K | Buy |
2,883
+71
| +3% | +$12.8K | 0.1% | 69 |
|
|
2023
Q4 | $427K | Buy |
2,812
+329
| +13% | +$50K | 0.09% | 72 |
|
|
2023
Q3 | $316K | Buy |
2,483
+48
| +2% | +$6.1K | 0.07% | 79 |
|
|
2023
Q2 | $317K | Buy |
2,435
+444
| +22% | +$57.9K | 0.08% | 82 |
|
|
2023
Q1 | $206K | Sell |
1,991
-780
| -28% | -$80.6K | 0.05% | 95 |
|
|
2022
Q4 | $233K | Buy |
2,771
+71
| +3% | +$5.96K | 0.07% | 86 |
|
|
2022
Q3 | $305K | Buy |
2,700
+780
| +41% | +$88.1K | 0.1% | 68 |
|
|
2022
Q2 | $204K | Buy |
1,920
+1,824
| +1,900% | +$194K | 0.07% | 82 |
|
|
2022
Q1 | $313K | Hold |
96
| – | – | 0.1% | 65 |
|
|
2021
Q4 | $320K | Hold |
96
| – | – | 0.1% | 65 |
|
|
2021
Q3 | $315K | Hold |
96
| – | – | 0.11% | 63 |
|
|
2021
Q2 | $330K | Hold |
96
| – | – | 0.12% | 61 |
|
|
2021
Q1 | $297K | Buy |
96
+6
| +7% | +$18.6K | 0.11% | 66 |
|
|
2020
Q4 | $293K | Hold |
90
| – | – | 0.11% | 66 |
|
|
2020
Q3 | $283K | Sell |
90
-1
| -1% | -$3.14K | 0.13% | 62 |
|
|
2020
Q2 | $251K | Buy |
+91
| New | +$251K | 0.12% | 64 |
|
|
2019
Q4 | – | Sell |
-120
| Closed | -$208K | – | 97 |
|
|
2019
Q3 | $208K | Sell |
120
-10
| -8% | -$17.3K | 0.1% | 94 |
|
|
2019
Q2 | $246K | Hold |
130
| – | – | 0.13% | 83 |
|
|
2019
Q1 | $231K | Sell |
130
-12
| -8% | -$21.3K | 0.12% | 85 |
|
|
2018
Q4 | $213K | Buy |
+142
| New | +$213K | 0.13% | 89 |
|
|
2018
Q1 | – | Sell |
-517
| Closed | -$605K | – | 111 |
|
|
2017
Q4 | $605K | Buy |
517
+3
| +0.6% | +$3.51K | 0.31% | 75 |
|
|
2017
Q3 | $494K | Hold |
514
| – | – | 0.26% | 83 |
|
|
2017
Q2 | $497K | Buy |
+514
| New | +$497K | 0.27% | 81 |
|
|
2017
Q1 | – | Sell |
-46
| Closed | -$34.5K | – | 108 |
|
|
2016
Q4 | $34.5K | Sell |
46
-443
| -91% | -$332K | 0.02% | 189 |
|
|
2016
Q3 | $408K | Buy |
489
+39
| +9% | +$32.5K | 0.23% | 89 |
|
|
2016
Q2 | $327K | Hold |
450
| – | – | 0.19% | 96 |
|
|
2016
Q1 | $269K | Buy |
+450
| New | +$269K | 0.16% | 105 |
|