Kowal Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.63M | Buy |
19,466
+1,057
| +6% | +$197K | 0.67% | 22 |
|
|
2024
Q2 | $3.56M | Buy |
18,409
+1,136
| +7% | +$220K | 0.71% | 19 |
|
|
2024
Q1 | $3.12M | Buy |
17,273
+1,512
| +10% | +$273K | 0.67% | 22 |
|
|
2023
Q4 | $2.39M | Buy |
15,761
+1,636
| +12% | +$249K | 0.56% | 25 |
|
|
2023
Q3 | $1.8M | Sell |
14,125
-60
| -0.4% | -$7.63K | 0.48% | 26 |
|
|
2023
Q2 | $1.85M | Buy |
14,185
+635
| +5% | +$82.8K | 0.49% | 25 |
|
|
2023
Q1 | $1.4M | Buy |
13,550
+1,737
| +15% | +$179K | 0.4% | 33 |
|
|
2022
Q4 | $992K | Sell |
11,813
-754
| -6% | -$63.3K | 0.3% | 45 |
|
|
2022
Q3 | $1.42M | Buy |
12,567
+1,255
| +11% | +$142K | 0.48% | 26 |
|
|
2022
Q2 | $1.2M | Buy |
11,312
+272
| +2% | +$28.9K | 0.39% | 27 |
|
|
2022
Q1 | $1.8M | Buy |
11,040
+720
| +7% | +$117K | 0.55% | 16 |
|
|
2021
Q4 | $1.72M | Sell |
10,320
-260
| -2% | -$43.4K | 0.51% | 17 |
|
|
2021
Q3 | $1.74M | Buy |
10,580
+280
| +3% | +$46K | 0.55% | 16 |
|
|
2021
Q2 | $1.77M | Buy |
10,300
+3,340
| +48% | +$575K | 0.64% | 15 |
|
|
2021
Q1 | $1.08M | Buy |
6,960
+740
| +12% | +$115K | 0.44% | 20 |
|
|
2020
Q4 | $971K | Buy |
+6,220
| New | +$971K | 0.45% | 20 |
|