Klingman & Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
51,175
+5,610
| +12% | +$1.23M | 0.62% | 35 |
|
|
2025
Q1 | $8.67M | Buy |
45,565
+471
| +1% | +$89.6K | 0.53% | 35 |
|
|
2024
Q4 | $9.89M | Buy |
45,094
+926
| +2% | +$203K | 0.61% | 34 |
|
|
2024
Q3 | $8.23M | Buy |
44,168
+4,194
| +10% | +$781K | 0.51% | 35 |
|
|
2024
Q2 | $7.72M | Buy |
39,974
+967
| +2% | +$187K | 0.52% | 36 |
|
|
2024
Q1 | $7.04M | Sell |
39,007
-483
| -1% | -$87.1K | 0.49% | 35 |
|
|
2023
Q4 | $6M | Sell |
39,490
-3,089
| -7% | -$469K | 0.44% | 37 |
|
|
2023
Q3 | $5.41M | Buy |
42,579
+4,479
| +12% | +$569K | 0.44% | 37 |
|
|
2023
Q2 | $4.97M | Sell |
38,100
-872
| -2% | -$114K | 0.4% | 39 |
|
|
2023
Q1 | $4.03M | Sell |
38,972
-1,263
| -3% | -$130K | 0.35% | 41 |
|
|
2022
Q4 | $3.38M | Sell |
40,235
-4,906
| -11% | -$412K | 0.3% | 43 |
|
|
2022
Q3 | $5.1M | Buy |
45,141
+14,040
| +45% | +$1.59M | 0.5% | 34 |
|
|
2022
Q2 | $3.3M | Sell |
31,101
-1,179
| -4% | -$125K | 0.32% | 40 |
|
|
2022
Q1 | $5.26M | Sell |
32,280
-600
| -2% | -$97.8K | 0.45% | 32 |
|
|
2021
Q4 | $5.48M | Buy |
32,880
+660
| +2% | +$110K | 0.47% | 32 |
|
|
2021
Q3 | $5.29M | Buy |
32,220
+1,240
| +4% | +$204K | 0.49% | 33 |
|
|
2021
Q2 | $5.33M | Buy |
30,980
+1,480
| +5% | +$255K | 0.51% | 31 |
|
|
2021
Q1 | $4.56M | Buy |
29,500
+1,920
| +7% | +$297K | 0.47% | 33 |
|
|
2020
Q4 | $4.49M | Sell |
27,580
-720
| -3% | -$117K | 0.52% | 31 |
|
|
2020
Q3 | $4.46M | Buy |
28,300
+8,560
| +43% | +$1.35M | 0.6% | 28 |
|
|
2020
Q2 | $2.72M | Buy |
19,740
+3,980
| +25% | +$549K | 0.42% | 36 |
|
|
2020
Q1 | $1.54M | Buy |
15,760
+3,180
| +25% | +$310K | 0.31% | 40 |
|
|
2019
Q4 | $1.16M | Sell |
12,580
-200
| -2% | -$18.5K | 0.19% | 48 |
|
|
2019
Q3 | $1.11M | Buy |
12,780
+2,540
| +25% | +$220K | 0.2% | 49 |
|
|
2019
Q2 | $970K | Hold |
10,240
| – | – | 0.18% | 50 |
|
|
2019
Q1 | $912K | Hold |
10,240
| – | – | 0.18% | 49 |
|
|
2018
Q4 | $769K | Sell |
10,240
-360
| -3% | -$27K | 0.17% | 50 |
|
|
2018
Q3 | $1.06M | Buy |
10,600
+1,700
| +19% | +$170K | 0.22% | 41 |
|
|
2018
Q2 | $756K | Sell |
8,900
-460
| -5% | -$39.1K | 0.16% | 55 |
|
|
2018
Q1 | $677K | Sell |
9,360
-3,020
| -24% | -$218K | 0.15% | 53 |
|
|
2017
Q4 | $724K | Buy |
12,380
+6,400
| +107% | +$374K | 0.16% | 56 |
|
|
2017
Q3 | $287K | Buy |
+5,980
| New | +$287K | 0.07% | 77 |
|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$63K | – | 109 |
|
|
2016
Q3 | $63K | Hold |
1,500
| – | – | 0.02% | 168 |
|
|
2016
Q2 | $54K | Hold |
1,500
| – | – | 0.02% | 182 |
|
|
2016
Q1 | $45K | Sell |
1,500
-7,000
| -82% | -$210K | 0.02% | 196 |
|
|
2015
Q4 | $287K | Sell |
8,500
-13,500
| -61% | -$456K | 0.11% | 87 |
|
|
2015
Q3 | $563K | Buy |
22,000
+21,400
| +3,567% | +$548K | 0.22% | 58 |
|
|
2015
Q2 | $13K | Buy |
+600
| New | +$13K | 0.01% | 290 |
|