LIA
LBMC Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Sell |
32,045
-148
| -0.5% | -$32.5K | 0.5% | 32 |
|
|
2025
Q1 | $6.12M | Buy |
32,193
+500
| +2% | +$95.1K | 0.48% | 33 |
|
|
2024
Q4 | $6.95M | Sell |
31,693
-1,597
| -5% | -$350K | 0.55% | 29 |
|
|
2024
Q3 | $6.2M | Buy |
33,290
+323
| +1% | +$60.2K | 0.49% | 29 |
|
|
2024
Q2 | $6.37M | Buy |
32,967
+15,973
| +94% | +$3.09M | 0.55% | 26 |
|
|
2024
Q1 | $3.07M | Sell |
16,994
-70
| -0.4% | -$12.6K | 0.27% | 37 |
|
|
2023
Q4 | $2.59M | Sell |
17,064
-331
| -2% | -$50.3K | 0.25% | 34 |
|
|
2023
Q3 | $2.17M | Sell |
17,395
-771
| -4% | -$96.2K | 0.23% | 35 |
|
|
2023
Q2 | $2.37M | Sell |
18,166
-501
| -3% | -$65.3K | 0.23% | 34 |
|
|
2023
Q1 | $1.93M | Sell |
18,667
-242
| -1% | -$25K | 0.19% | 39 |
|
|
2022
Q4 | $1.59M | Buy |
18,909
+680
| +4% | +$57.1K | 0.17% | 41 |
|
|
2022
Q3 | $2.06M | Sell |
18,229
-121
| -0.7% | -$13.7K | 0.24% | 33 |
|
|
2022
Q2 | $1.95M | Buy |
18,350
+17,337
| +1,711% | +$1.84M | 0.21% | 34 |
|
|
2022
Q1 | $3.3M | Buy |
1,013
+52
| +5% | +$170K | 0.29% | 34 |
|
|
2021
Q4 | $3.2M | Buy |
961
+80
| +9% | +$267K | 0.28% | 33 |
|
|
2021
Q3 | $3.14K | Hold |
881
| – | – | 0.29% | 32 |
|
|
2021
Q2 | $3.03M | Buy |
881
+396
| +82% | +$1.36M | 0.29% | 32 |
|
|
2021
Q1 | $1.5M | Buy |
485
+22
| +5% | +$68.1K | 0.16% | 47 |
|
|
2020
Q4 | $1.51M | Buy |
463
+17
| +4% | +$55.4K | 0.18% | 45 |
|
|
2020
Q3 | $1.4M | Buy |
446
+62
| +16% | +$195K | 0.19% | 44 |
|
|
2020
Q2 | $1.06M | Buy |
384
+9
| +2% | +$24.8K | 0.17% | 41 |
|
|
2020
Q1 | $731K | Buy |
375
+171
| +84% | +$333K | 0.14% | 36 |
|
|
2019
Q4 | $377K | Hold |
204
| – | – | 0.05% | 68 |
|
|
2019
Q3 | $354K | Sell |
204
-18
| -8% | -$31.2K | 0.05% | 66 |
|
|
2019
Q2 | $420K | Buy |
222
+11
| +5% | +$20.8K | 0.06% | 61 |
|
|
2019
Q1 | $376K | Hold |
211
| – | – | 0.06% | 63 |
|
|
2018
Q4 | $317K | Sell |
211
-4
| -2% | -$6.01K | 0.06% | 69 |
|
|
2018
Q3 | $431K | Sell |
215
-24
| -10% | -$48.1K | 0.07% | 64 |
|
|
2018
Q2 | $406K | Buy |
239
+4
| +2% | +$6.8K | 0.07% | 66 |
|
|
2018
Q1 | $340K | Buy |
235
+9
| +4% | +$13K | 0.06% | 64 |
|
|
2017
Q4 | $264K | Buy |
226
+3
| +1% | +$3.5K | 0.04% | 73 |
|
|
2017
Q3 | $214K | Buy |
223
+5
| +2% | +$4.8K | 0.04% | 73 |
|
|
2017
Q2 | $211K | Buy |
+218
| New | +$211K | 0.04% | 73 |
|