Lipe & Dalton’s Amazon AMZN Stock Holding History

Lipe & Dalton’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.09M	Sell	9,508 -70	-0.7%	-$15.4K	1.13%	32
2025 Q1	$1.82M	Sell	9,578 -740	-7%	-$141K	1.02%	36
2024 Q4	$2.26M	Sell	10,318 -527	-5%	-$116K	1.2%	31
2024 Q3	$2.02M	Buy	10,845 +122	+1%	+$22.7K	1.02%	36
2024 Q2	$2.07M	Buy	10,723 +78	+0.7%	+$15.1K	1.11%	34
2024 Q1	$1.92M	Buy	10,645 +20	+0.2%	+$3.61K	0.99%	36
2023 Q4	$1.61M	Hold	10,625	–	–	0.88%	38
2023 Q3	$1.35M	Hold	10,625	–	–	0.81%	40
2023 Q2	$1.39M	Sell	10,625 -175	-2%	-$22.8K	0.79%	40
2023 Q1	$1.12M	Sell	10,800 -100	-0.9%	-$10.3K	0.64%	45
2022 Q4	$916K	Buy	10,900 +550	+5%	+$46.2K	0.53%	49
2022 Q3	$1.17M	Buy	10,350 +4,575	+79%	+$517K	0.73%	42
2022 Q2	$613K	Buy	5,775 +3,975	+221%	+$422K	0.36%	58
2022 Q1	$293K	Sell	1,800 -280	-13%	-$45.6K	0.14%	70
2021 Q4	$347K	Buy	2,080 +80	+4%	+$13.3K	0.16%	72
2021 Q3	$329K	Sell	2,000 -40	-2%	-$6.58K	0.17%	67
2021 Q2	$351K	Sell	2,040 -100	-5%	-$17.2K	0.18%	66
2021 Q1	$331K	Sell	2,140 -300	-12%	-$46.4K	0.18%	63
2020 Q4	$397K	Sell	2,440 -1,000	-29%	-$163K	0.24%	57
2020 Q3	$542K	Buy	3,440 +600	+21%	+$94.5K	0.38%	53
2020 Q2	$392K	Sell	2,840 -400	-12%	-$55.2K	0.28%	54
2020 Q1	$316K	Hold	3,240	–	–	0.27%	57
2019 Q4	$299K	Sell	3,240 -540	-14%	-$49.8K	0.2%	63
2019 Q3	$328K	Sell	3,780 -200	-5%	-$17.4K	0.24%	58
2019 Q2	$377K	Buy	3,980 +440	+12%	+$41.7K	0.27%	53
2019 Q1	$315K	Buy	3,540 +500	+16%	+$44.5K	0.23%	55
2018 Q4	$228K	Buy	3,040 +400	+15%	+$30K	0.19%	58
2018 Q3	$264K	Hold	2,640	–	–	0.18%	56
2018 Q2	$224K	Sell	2,640 -400	-13%	-$33.9K	0.16%	59
2018 Q1	$220K	Hold	3,040	–	–	0.16%	60
2017 Q4	$178K	Buy	3,040 +200	+7%	+$11.7K	0.12%	62
2017 Q3	$137K	Buy	2,840 +40	+1%	+$1.93K	0.1%	66
2017 Q2	$136K	Hold	2,800	–	–	0.09%	69
2017 Q1	$124K	Buy	+2,800	New	+$124K	0.09%	69