Mason Investment Advisory Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
1,660
| – | – | 0.02% | 55 |
|
|
2025
Q1 | $316K | Sell |
1,660
-940
| -36% | -$179K | 0.02% | 57 |
|
|
2024
Q4 | $570K | Sell |
2,600
-84
| -3% | -$18.4K | 0.03% | 42 |
|
|
2024
Q3 | $500K | Sell |
2,684
-557
| -17% | -$104K | 0.03% | 44 |
|
|
2024
Q2 | $626K | Buy |
3,241
+641
| +25% | +$124K | 0.04% | 33 |
|
|
2024
Q1 | $469K | Sell |
2,600
-137
| -5% | -$24.7K | 0.03% | 43 |
|
|
2023
Q4 | $416K | Buy |
2,737
+137
| +5% | +$20.8K | 0.03% | 44 |
|
|
2023
Q3 | $331K | Sell |
2,600
-34
| -1% | -$4.32K | 0.03% | 51 |
|
|
2023
Q2 | $343K | Sell |
2,634
-18
| -0.7% | -$2.35K | 0.03% | 46 |
|
|
2023
Q1 | $274K | Sell |
2,652
-121
| -4% | -$12.5K | 0.03% | 49 |
|
|
2022
Q4 | $233K | Buy |
2,773
+63
| +2% | +$5.29K | 0.02% | 75 |
|
|
2022
Q3 | $306K | Buy |
2,710
+88
| +3% | +$9.94K | 0.04% | 63 |
|
|
2022
Q2 | $278K | Buy |
2,622
+122
| +5% | +$13K | 0.03% | 64 |
|
|
2022
Q1 | $407K | Hold |
2,500
| – | – | 0.04% | 73 |
|
|
2021
Q4 | $417K | Sell |
2,500
-100
| -4% | -$16.7K | 0.03% | 76 |
|
|
2021
Q3 | $427K | Buy |
2,600
+100
| +4% | +$16.4K | 0.04% | 70 |
|
|
2021
Q2 | $430K | Hold |
2,500
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $387K | Sell |
2,500
-10,040
| -80% | -$1.55M | 0.04% | 68 |
|
|
2020
Q4 | $2.04M | Hold |
12,540
| – | – | 0.25% | 9 |
|
|
2020
Q3 | $1.97M | Hold |
12,540
| – | – | 0.28% | 10 |
|
|
2020
Q2 | $1.73M | Sell |
12,540
-1,060
| -8% | -$146K | 0.26% | 11 |
|
|
2020
Q1 | $1.33M | Buy |
13,600
+11,100
| +444% | +$1.08M | 0.22% | 19 |
|
|
2019
Q4 | $231K | Hold |
2,500
| – | – | 0.03% | 86 |
|
|
2019
Q3 | $217K | Hold |
2,500
| – | – | 0.03% | 81 |
|
|
2019
Q2 | $237K | Hold |
2,500
| – | – | 0.04% | 79 |
|
|
2019
Q1 | $223K | Buy |
+2,500
| New | +$223K | 0.06% | 75 |
|