Monte Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
7,393
+2,711
| +58% | +$595K | 0.63% | 47 |
|
|
2025
Q1 | $808K | Buy |
4,682
+2,824
| +152% | +$487K | 0.35% | 65 |
|
|
2024
Q4 | $408K | Buy |
1,858
+226
| +14% | +$49.6K | 0.17% | 74 |
|
|
2024
Q3 | $304K | Sell |
1,632
-67
| -4% | -$12.5K | 0.13% | 76 |
|
|
2024
Q2 | $328K | Sell |
1,699
-20
| -1% | -$3.87K | 0.15% | 76 |
|
|
2024
Q1 | $310K | Sell |
1,719
-153
| -8% | -$27.6K | 0.14% | 76 |
|
|
2023
Q4 | $284K | Buy |
1,872
+124
| +7% | +$18.8K | 0.13% | 76 |
|
|
2023
Q3 | $222K | Sell |
1,748
-108
| -6% | -$13.7K | 0.11% | 81 |
|
|
2023
Q2 | $242K | Buy |
+1,856
| New | +$242K | 0.12% | 80 |
|
|
2020
Q2 | – | Sell |
-2,440
| Closed | -$238K | – | 58 |
|
|
2020
Q1 | $238K | Hold |
2,440
| – | – | 0.23% | 64 |
|
|
2019
Q4 | $225K | Hold |
2,440
| – | – | 0.17% | 71 |
|
|
2019
Q3 | $212K | Hold |
2,440
| – | – | 0.17% | 70 |
|
|
2019
Q2 | $231K | Sell |
2,440
-240
| -9% | -$22.7K | 0.2% | 67 |
|
|
2019
Q1 | $239K | Hold |
2,680
| – | – | 0.21% | 61 |
|
|
2018
Q4 | $201K | Sell |
2,680
-200
| -7% | -$15K | 0.21% | 69 |
|
|
2018
Q3 | $288K | Buy |
+2,880
| New | +$288K | 0.27% | 61 |
|