Live Oak Private Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
13,699
-42
| -0.3% | -$9.21K | 0.45% | 61 |
|
|
2025
Q1 | $2.61M | Sell |
13,741
-16
| -0.1% | -$3.04K | 0.42% | 62 |
|
|
2024
Q4 | $3.02M | Buy |
13,757
+322
| +2% | +$70.6K | 0.51% | 57 |
|
|
2024
Q3 | $2.5M | Buy |
13,435
+580
| +5% | +$108K | 0.41% | 64 |
|
|
2024
Q2 | $2.48M | Buy |
12,855
+22
| +0.2% | +$4.25K | 0.43% | 65 |
|
|
2024
Q1 | $2.31M | Buy |
12,833
+33
| +0.3% | +$5.95K | 0.4% | 64 |
|
|
2023
Q4 | $1.94M | Buy |
12,800
+2,293
| +22% | +$348K | 0.37% | 65 |
|
|
2023
Q3 | $1.34M | Hold |
10,507
| – | – | 0.28% | 72 |
|
|
2023
Q2 | $1.37M | Buy |
10,507
+47
| +0.4% | +$6.13K | 0.27% | 74 |
|
|
2023
Q1 | $1.08M | Sell |
10,460
-1,555
| -13% | -$161K | 0.22% | 79 |
|
|
2022
Q4 | $1.01M | Buy |
12,015
+2,130
| +22% | +$179K | 0.21% | 84 |
|
|
2022
Q3 | $1.12M | Buy |
9,885
+665
| +7% | +$75.1K | 0.25% | 77 |
|
|
2022
Q2 | $979K | Buy |
9,220
+2,500
| +37% | +$265K | 0.21% | 88 |
|
|
2022
Q1 | $1.1M | Buy |
6,720
+3,720
| +124% | +$606K | 0.21% | 84 |
|
|
2021
Q4 | $500K | Buy |
3,000
+60
| +2% | +$10K | 0.09% | 122 |
|
|
2021
Q3 | $483K | Buy |
2,940
+720
| +32% | +$118K | 0.1% | 121 |
|
|
2021
Q2 | $382K | Buy |
2,220
+600
| +37% | +$103K | 0.08% | 125 |
|
|
2021
Q1 | $251K | Hold |
1,620
| – | – | 0.06% | 140 |
|
|
2020
Q4 | $264K | Buy |
+1,620
| New | +$264K | 0.07% | 127 |
|