Mark Sheptoff Financial Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
7,099
+1,223
| +21% | +$268K | 0.83% | 25 |
|
|
2025
Q1 | $1.12M | Sell |
5,876
-500
| -8% | -$95.1K | 0.62% | 32 |
|
|
2024
Q4 | $1.4M | Buy |
6,376
+869
| +16% | +$191K | 0.75% | 26 |
|
|
2024
Q3 | $1.03M | Sell |
5,507
-4,675
| -46% | -$871K | 0.55% | 36 |
|
|
2024
Q2 | $1.97M | Buy |
10,182
+50
| +0.5% | +$9.66K | 1.1% | 19 |
|
|
2024
Q1 | $1.83M | Buy |
10,132
+3,270
| +48% | +$590K | 1.01% | 21 |
|
|
2023
Q4 | $1.04M | Buy |
6,862
+960
| +16% | +$146K | 0.63% | 27 |
|
|
2023
Q3 | $750K | Sell |
5,902
-825
| -12% | -$105K | 0.48% | 36 |
|
|
2023
Q2 | $877K | Buy |
6,727
+120
| +2% | +$15.6K | 0.5% | 37 |
|
|
2023
Q1 | $682K | Sell |
6,607
-678
| -9% | -$70K | 0.4% | 45 |
|
|
2022
Q4 | $612K | Sell |
7,285
-1,290
| -15% | -$108K | 0.36% | 50 |
|
|
2022
Q3 | $969K | Buy |
8,575
+3,045
| +55% | +$344K | 0.59% | 35 |
|
|
2022
Q2 | $587K | Sell |
5,530
-1,210
| -18% | -$128K | 0.34% | 52 |
|
|
2022
Q1 | $1.1M | Buy |
6,740
+2,160
| +47% | +$352K | 0.55% | 38 |
|
|
2021
Q4 | $764K | Buy |
4,580
+1,300
| +40% | +$217K | 0.36% | 51 |
|
|
2021
Q3 | $539K | Hold |
3,280
| – | – | 0.3% | 60 |
|
|
2021
Q2 | $564K | Buy |
3,280
+340
| +12% | +$58.5K | 0.3% | 61 |
|
|
2021
Q1 | $455K | Sell |
2,940
-2,500
| -46% | -$387K | 0.26% | 63 |
|
|
2020
Q4 | $886K | Buy |
5,440
+2,900
| +114% | +$472K | 0.5% | 42 |
|
|
2020
Q3 | $400K | Sell |
2,540
-600
| -19% | -$94.5K | 0.25% | 60 |
|
|
2020
Q2 | $433K | Sell |
3,140
-120
| -4% | -$16.5K | 0.28% | 56 |
|
|
2020
Q1 | $318K | Hold |
3,260
| – | – | 0.24% | 60 |
|
|
2019
Q4 | $301K | Hold |
3,260
| – | – | 0.19% | 73 |
|
|
2019
Q3 | $283K | Buy |
3,260
+380
| +13% | +$33K | 0.19% | 78 |
|
|
2019
Q2 | $273K | Hold |
2,880
| – | – | 0.19% | 81 |
|
|
2019
Q1 | $256K | Buy |
2,880
+120
| +4% | +$10.7K | 0.18% | 83 |
|
|
2018
Q4 | $207K | Buy |
2,760
+100
| +4% | +$7.5K | 0.17% | 79 |
|
|
2018
Q3 | $266K | Hold |
2,660
| – | – | 0.18% | 88 |
|
|
2018
Q2 | $226K | Hold |
2,660
| – | – | 0.17% | 92 |
|
|
2018
Q1 | $192K | Buy |
2,660
+1,000
| +60% | +$72.2K | 0.13% | 101 |
|
|
2017
Q4 | $97K | Hold |
1,660
| – | – | 0.06% | 139 |
|
|
2017
Q3 | $80K | Hold |
1,660
| – | – | 0.05% | 156 |
|
|
2017
Q2 | $80K | Buy |
1,660
+280
| +20% | +$13.5K | 0.05% | 146 |
|
|
2017
Q1 | $60K | Buy |
1,380
+20
| +1% | +$870 | 0.04% | 171 |
|
|
2016
Q4 | $51K | Buy |
1,360
+500
| +58% | +$18.8K | 0.04% | 174 |
|
|
2016
Q3 | $36K | Hold |
860
| – | – | 0.03% | 187 |
|
|
2016
Q2 | $31K | Hold |
860
| – | – | 0.02% | 183 |
|
|
2016
Q1 | $26K | Buy |
860
+200
| +30% | +$6.05K | 0.02% | 187 |
|
|
2015
Q4 | $22K | Hold |
660
| – | – | 0.02% | 213 |
|
|
2015
Q3 | $17K | Buy |
660
+620
| +1,550% | +$16K | 0.01% | 219 |
|
|
2015
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 345 |
|
|
2014
Q3 | – | Sell |
-800
| Closed | -$13K | – | 337 |
|
|
2014
Q2 | $13K | Hold |
800
| – | – | 0.01% | 253 |
|
|
2014
Q1 | $13K | Buy |
+800
| New | +$13K | 0.01% | 258 |
|