Lakeside Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
1,920
-500
| -21% | -$110K | 0.27% | 43 |
|
|
2025
Q1 | $460K | Hold |
2,420
| – | – | 0.31% | 43 |
|
|
2024
Q4 | $531K | Buy |
2,420
+160
| +7% | +$35.1K | 0.35% | 38 |
|
|
2024
Q3 | $421K | Buy |
2,260
+200
| +10% | +$37.3K | 0.26% | 47 |
|
|
2024
Q2 | $398K | Hold |
2,060
| – | – | 0.26% | 47 |
|
|
2024
Q1 | $372K | Buy |
2,060
+350
| +20% | +$63.1K | 0.24% | 47 |
|
|
2023
Q4 | $260K | Hold |
1,710
| – | – | 0.18% | 56 |
|
|
2023
Q3 | $217K | Buy |
+1,710
| New | +$217K | 0.17% | 56 |
|
|
2023
Q2 | – | Sell |
-1,950
| Closed | -$201K | – | 61 |
|
|
2023
Q1 | $201K | Buy |
+1,950
| New | +$201K | 0.16% | 57 |
|
|
2022
Q2 | – | Sell |
-1,440
| Closed | -$235K | – | 59 |
|
|
2022
Q1 | $235K | Buy |
1,440
+100
| +7% | +$16.3K | 0.18% | 52 |
|
|
2021
Q4 | $223K | Buy |
+1,340
| New | +$223K | 0.16% | 51 |
|