Lee Financial’s Amazon AMZN Stock Holding History

Lee Financial’s Portfolio AMZN Stock Details AMZN Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Buy	9,480 +13	+0.1%	+$2.85K	0.3%	33
2025 Q1	$1.8M	Sell	9,467 -2,811	-23%	-$535K	0.28%	37
2024 Q4	$2.69M	Buy	12,278 +1,155	+10%	+$253K	0.38%	25
2024 Q3	$2.07M	Buy	11,123 +2,317	+26%	+$432K	0.29%	34
2024 Q2	$1.7M	Buy	8,806 +2,145	+32%	+$415K	0.28%	35
2024 Q1	$1.2M	Buy	6,661 +580	+10%	+$105K	0.2%	63
2023 Q4	$924K	Buy	6,081 +276	+5%	+$41.9K	0.16%	70
2023 Q3	$738K	Buy	5,805 +347	+6%	+$44.1K	0.14%	71
2023 Q2	$712K	Sell	5,458 -217	-4%	-$28.3K	0.12%	73
2023 Q1	$586K	Sell	5,675 -1,168	-17%	-$121K	0.1%	79
2022 Q4	$575K	Buy	6,843 +26	+0.4%	+$2.18K	0.1%	89
2022 Q3	$770K	Sell	6,817 -191	-3%	-$21.6K	0.14%	71
2022 Q2	$744K	Buy	7,008 +6,656	+1,891%	+$707K	0.14%	76
2022 Q1	$1.15M	Sell	352 -23	-6%	-$74.9K	0.21%	62
2021 Q4	$1.25M	Sell	375 -34	-8%	-$113K	0.23%	55
2021 Q3	$1.34M	Buy	409 +44	+12%	+$144K	0.28%	53
2021 Q2	$1.26M	Sell	365 -9	-2%	-$31K	0.27%	56
2021 Q1	$1.16M	Hold	374	–	–	0.27%	56
2020 Q4	$1.22M	Buy	374 +85	+29%	+$277K	0.32%	50
2020 Q3	$910K	Buy	289 +20	+7%	+$63K	0.25%	61
2020 Q2	$742K	Buy	269 +139	+107%	+$383K	0.21%	71
2020 Q1	$253K	Hold	130	–	–	0.08%	96
2019 Q4	$240K	Sell	130 -15	-10%	-$27.7K	0.05%	115
2019 Q3	$252K	Sell	145 -5	-3%	-$8.69K	0.06%	113
2019 Q2	$284K	Hold	150	–	–	0.06%	110
2019 Q1	$267K	Sell	150 -3	-2%	-$5.34K	0.06%	113
2018 Q4	$230K	Sell	153 -2	-1%	-$3.01K	0.06%	109
2018 Q3	$310K	Buy	155 +66	+74%	+$132K	0.08%	103
2018 Q2	$151K	Hold	89	–	–	0.04%	180
2018 Q1	$129K	Buy	89 +54	+154%	+$78.3K	0.03%	185
2017 Q4	$41K	Sell	35 -100	-74%	-$117K	0.01%	199
2017 Q3	$130K	Buy	135 +100	+286%	+$96.3K	0.04%	129
2017 Q2	$34K	Buy	35 +10	+40%	+$9.71K	0.01%	214
2017 Q1	$22K	Buy	25 +14	+127%	+$12.3K	0.01%	211
2016 Q4	$8K	Buy	+11	New	+$8K	﹤0.01%	314