LeJeune Puetz Investment Counsel’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $860K | Buy |
8,328
+138
| +2% | +$14.3K | 0.31% | 91 |
|
|
2022
Q4 | $688K | Buy |
8,190
+390
| +5% | +$32.8K | 0.26% | 97 |
|
|
2022
Q3 | $881K | Hold |
7,800
| – | – | 0.36% | 85 |
|
|
2022
Q2 | $828K | Buy |
7,800
+420
| +6% | +$44.6K | 0.32% | 87 |
|
|
2022
Q1 | $1.2M | Buy |
7,380
+2,580
| +54% | +$420K | 0.42% | 81 |
|
|
2021
Q4 | $800K | Hold |
4,800
| – | – | 0.27% | 95 |
|
|
2021
Q3 | $788K | Sell |
4,800
-80
| -2% | -$13.1K | 0.29% | 93 |
|
|
2021
Q2 | $839K | Buy |
4,880
+2,140
| +78% | +$368K | 0.31% | 90 |
|
|
2021
Q1 | $424K | Sell |
2,740
-1,000
| -27% | -$155K | 0.17% | 116 |
|
|
2020
Q4 | $609K | Hold |
3,740
| – | – | 0.26% | 96 |
|
|
2020
Q3 | $589K | Hold |
3,740
| – | – | 0.29% | 89 |
|
|
2020
Q2 | $516K | Sell |
3,740
-300
| -7% | -$41.4K | 0.27% | 94 |
|
|
2020
Q1 | $394K | Buy |
4,040
+340
| +9% | +$33.2K | 0.23% | 102 |
|
|
2019
Q4 | $342K | Hold |
3,700
| – | – | 0.16% | 120 |
|
|
2019
Q3 | $321K | Hold |
3,700
| – | – | 0.16% | 115 |
|
|
2019
Q2 | $350K | Sell |
3,700
-1,600
| -30% | -$151K | 0.18% | 110 |
|
|
2019
Q1 | $472K | Buy |
5,300
+400
| +8% | +$35.6K | 0.26% | 97 |
|
|
2018
Q4 | $368K | Buy |
4,900
+2,200
| +81% | +$165K | 0.23% | 102 |
|
|
2018
Q3 | $270K | Hold |
2,700
| – | – | 0.16% | 120 |
|
|
2018
Q2 | $229K | Hold |
2,700
| – | – | 0.14% | 123 |
|
|
2018
Q1 | $195K | Buy |
2,700
+240
| +10% | +$17.3K | 0.12% | 118 |
|
|
2017
Q4 | $144K | Buy |
2,460
+60
| +3% | +$3.51K | 0.09% | 134 |
|
|
2017
Q3 | $115K | Hold |
2,400
| – | – | 0.07% | 141 |
|
|
2017
Q2 | $116K | Buy |
+2,400
| New | +$116K | 0.08% | 141 |
|