Montgomery Investment Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
2,600
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $495K | Buy |
2,600
+500
| +24% | +$95.1K | 0.2% | 60 |
|
|
2024
Q4 | $461K | Hold |
2,100
| – | – | 0.18% | 66 |
|
|
2024
Q3 | $391K | Hold |
2,100
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $406K | Hold |
2,100
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $379K | Sell |
2,100
-200
| -9% | -$36.1K | 0.14% | 66 |
|
|
2023
Q4 | $349K | Hold |
2,300
| – | – | 0.11% | 75 |
|
|
2023
Q3 | $292K | Hold |
2,300
| – | – | 0.1% | 74 |
|
|
2023
Q2 | $300K | Hold |
2,300
| – | – | 0.1% | 74 |
|
|
2023
Q1 | $238K | Buy |
+2,300
| New | +$238K | 0.08% | 75 |
|
|
2022
Q4 | – | Sell |
-2,300
| Closed | -$260K | – | 82 |
|
|
2022
Q3 | $260K | Hold |
2,300
| – | – | 0.11% | 73 |
|
|
2022
Q2 | $244K | Hold |
2,300
| – | – | 0.1% | 71 |
|
|
2022
Q1 | $375K | Hold |
2,300
| – | – | 0.13% | 67 |
|
|
2021
Q4 | $383K | Hold |
2,300
| – | – | 0.13% | 67 |
|
|
2021
Q3 | $378K | Hold |
2,300
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $396K | Hold |
2,300
| – | – | 0.15% | 68 |
|
|
2021
Q1 | $356K | Hold |
2,300
| – | – | 0.14% | 68 |
|
|
2020
Q4 | $375K | Hold |
2,300
| – | – | 0.17% | 63 |
|
|
2020
Q3 | $362K | Hold |
2,300
| – | – | 0.19% | 61 |
|
|
2020
Q2 | $317K | Buy |
2,300
+200
| +10% | +$27.6K | 0.17% | 67 |
|
|
2020
Q1 | $205K | Buy |
+2,100
| New | +$205K | 0.13% | 76 |
|
|
2018
Q4 | – | Sell |
-2,100
| Closed | -$210K | – | 91 |
|
|
2018
Q3 | $210K | Buy |
+2,100
| New | +$210K | 0.09% | 90 |
|