Montis Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
7,257
-237
| -3% | -$52K | 0.44% | 36 |
|
|
2025
Q1 | $1.43M | Sell |
7,494
-1,462
| -16% | -$278K | 0.42% | 42 |
|
|
2024
Q4 | $1.96M | Buy |
8,956
+1,305
| +17% | +$286K | 0.61% | 30 |
|
|
2024
Q3 | $1.43M | Buy |
7,651
+2,162
| +39% | +$403K | 0.51% | 32 |
|
|
2024
Q2 | $1.06M | Hold |
5,489
| – | – | 0.49% | 30 |
|
|
2024
Q1 | $990K | Sell |
5,489
-837
| -13% | -$151K | 0.47% | 30 |
|
|
2023
Q4 | $961K | Sell |
6,326
-480
| -7% | -$72.9K | 0.57% | 26 |
|
|
2023
Q3 | $865K | Sell |
6,806
-809
| -11% | -$103K | 0.58% | 23 |
|
|
2023
Q2 | $993K | Sell |
7,615
-10
| -0.1% | -$1.3K | 0.65% | 19 |
|
|
2023
Q1 | $788K | Sell |
7,625
-5,551
| -42% | -$573K | 0.61% | 22 |
|
|
2022
Q4 | $1.11M | Buy |
13,176
+637
| +5% | +$53.5K | 0.94% | 15 |
|
|
2022
Q3 | $1.42M | Buy |
12,539
+1,409
| +13% | +$159K | 1.37% | 13 |
|
|
2022
Q2 | $1.18M | Sell |
11,130
-1,050
| -9% | -$112K | 1.11% | 15 |
|
|
2022
Q1 | $1.99M | Sell |
12,180
-340
| -3% | -$55.4K | 1.55% | 13 |
|
|
2021
Q4 | $2.09M | Sell |
12,520
-420
| -3% | -$70K | 1.51% | 13 |
|
|
2021
Q3 | $2.06M | Buy |
12,940
+1,040
| +9% | +$166K | 1.75% | 12 |
|
|
2021
Q2 | $2.05M | Sell |
11,900
-580
| -5% | -$99.8K | 1.7% | 11 |
|
|
2021
Q1 | $1.97M | Sell |
12,480
-80
| -0.6% | -$12.6K | 1.84% | 10 |
|
|
2020
Q4 | $2.03M | Buy |
+12,560
| New | +$2.03M | 2.03% | 9 |
|