Lantz Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
29,157
-818
| -3% | -$179K | 1.59% | 14 |
|
|
2025
Q1 | $5.7M | Buy |
29,975
+596
| +2% | +$113K | 1.56% | 13 |
|
|
2024
Q4 | $6.45M | Buy |
29,379
+778
| +3% | +$171K | 1.72% | 13 |
|
|
2024
Q3 | $5.33M | Buy |
28,601
+848
| +3% | +$158K | 1.44% | 12 |
|
|
2024
Q2 | $5.36M | Sell |
27,753
-194
| -0.7% | -$37.5K | 1.67% | 9 |
|
|
2024
Q1 | $5.04M | Buy |
27,947
+128
| +0.5% | +$23.1K | 1.62% | 8 |
|
|
2023
Q4 | $4.23M | Buy |
27,819
+233
| +0.8% | +$35.4K | 1.53% | 10 |
|
|
2023
Q3 | $3.51M | Buy |
27,586
+369
| +1% | +$46.9K | 1.4% | 13 |
|
|
2023
Q2 | $3.55M | Buy |
27,217
+1,140
| +4% | +$149K | 1.39% | 13 |
|
|
2023
Q1 | $2.69M | Buy |
26,077
+11,164
| +75% | +$1.15M | 1.12% | 19 |
|
|
2022
Q4 | $1.25M | Sell |
14,913
-190
| -1% | -$16K | 0.57% | 55 |
|
|
2022
Q3 | $1.71M | Buy |
15,103
+586
| +4% | +$66.2K | 0.89% | 27 |
|
|
2022
Q2 | $1.54M | Sell |
14,517
-563
| -4% | -$59.8K | 0.7% | 39 |
|
|
2022
Q1 | $2.46M | Buy |
15,080
+460
| +3% | +$75K | 1% | 20 |
|
|
2021
Q4 | $2.44M | Buy |
14,620
+560
| +4% | +$93.3K | 1.12% | 15 |
|
|
2021
Q3 | $2.31M | Buy |
14,060
+680
| +5% | +$112K | 1.18% | 13 |
|
|
2021
Q2 | $2.3M | Buy |
13,380
+1,880
| +16% | +$323K | 1.18% | 14 |
|
|
2021
Q1 | $1.78M | Buy |
+11,500
| New | +$1.78M | 1.01% | 23 |
|
|
2020
Q4 | – | Sell |
-10,920
| Closed | -$1.72M | – | 124 |
|
|
2020
Q3 | $1.72M | Sell |
10,920
-20
| -0.2% | -$3.15K | 1.16% | 21 |
|
|
2020
Q2 | $1.51M | Buy |
+10,940
| New | +$1.51M | 1.09% | 24 |
|
|
2020
Q1 | – | Sell |
-11,500
| Closed | -$1.06M | – | 110 |
|
|
2019
Q4 | $1.06M | Buy |
11,500
+40
| +0.3% | +$3.7K | 0.63% | 57 |
|
|
2019
Q3 | $982K | Buy |
11,460
+120
| +1% | +$10.3K | 0.66% | 54 |
|
|
2019
Q2 | $1.1M | Sell |
11,340
-5,920
| -34% | -$573K | 0.74% | 47 |
|
|
2019
Q1 | $1.54M | Buy |
+17,260
| New | +$1.54M | 1.11% | 22 |
|