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Lockerman Financial Group’s Amazon AMZN Stock Holding History

Lockerman Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Sell
1,056
-219
-17% -$55K 0.38% 79
2026
Q1 		$266K Buy
1,275
+134
+12% +$29.5K 0.48% 71
2025
Q4 		$263K Sell
1,141
-3,064
-73% -$701K 0.51% 67
2025
Q3 		$923K Buy
4,205
+35
+0.8% +$7.92K 1.16% 21
2025
Q2 		$915K Sell
4,170
-179
-4% -$35.4K 1.23% 17
2025
Q1 		$827K Buy
4,349
+58
+1% +$12.6K 1.25% 16
2024
Q4 		$941K Sell
4,291
-37
-0.9% -$7.57K 1.6% 14
2024
Q3 		$806K Buy
4,328
+570
+15% +$104K 1.37% 16
2024
Q2 		$726K Sell
3,758
-10
-0.3% -$1.84K 1.32% 18
2024
Q1 		$680K Sell
3,768
-52
-1% -$8.68K 1.3% 16
2023
Q4 		$580K Buy
3,820
+144
+4% +$20.2K 1.34% 21
2023
Q3 		$467K Buy
3,676
+38
+1% +$5.09K 1.26% 22
2023
Q2 		$474K Buy
3,638
+23
+0.6% +$2.63K 1.32% 20
2023
Q1 		$373K Buy
3,615
+30
+0.8% +$2.9K 1.03% 27
2022
Q4 		$301K Buy
3,585
+357
+11% +$35.3K 0.88% 38
2022
Q3 		$365K Buy
3,228
+92
+3% +$11.6K 1.05% 25
2022
Q2 		$333K Sell
3,136
-44
-1% -$5.51K 1.06% 29
2022
Q1 		$519K Hold
3,180
– – 1.4% 15
2021
Q4 		$530K Buy
+3,180
New +$544K 1.39% 16

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Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return