Morningstar 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 | $15.7M | Hold |
71,550
| – | – | 1.38% | 16 |
|
|
2025
Q1 | $13.6M | Sell |
71,550
-6,847
| -9% | -$1.3M | 1.16% | 18 |
|
|
2024
Q4 | $17.2M | Buy |
78,397
+19,364
| +33% | +$4.25M | 1.36% | 16 |
|
|
2024
Q3 | $11.1M | Buy |
59,033
+9,222
| +19% | +$1.73M | 1.1% | 16 |
|
|
2024
Q2 | $9.63M | Sell |
49,811
-42,857
| -46% | -$8.28M | 1.01% | 15 |
|
|
2024
Q1 | $16.7M | Hold |
92,668
| – | – | 1.81% | 12 |
|
|
2023
Q4 | $14.1M | Hold |
92,668
| – | – | 1.62% | 12 |
|
|
2023
Q3 | $11.8M | Hold |
92,668
| – | – | 1.62% | 13 |
|
|
2023
Q2 | $12.1M | Sell |
92,668
-93,848
| -50% | -$12.2M | 1.6% | 16 |
|
|
2023
Q1 | $19.3M | Sell |
186,516
-3,023
| -2% | -$312K | 2.83% | 14 |
|
|
2022
Q4 | $15.9M | Buy |
189,539
+7,719
| +4% | +$648K | 2.69% | 13 |
|
|
2022
Q3 | $20.5M | Hold |
181,820
| – | – | 3.89% | 9 |
|
|
2022
Q2 | $19.3M | Buy |
181,820
+76,380
| +72% | +$8.11M | 3.67% | 10 |
|
|
2022
Q1 | $17.2M | Buy |
105,440
+42,020
| +66% | +$6.85M | 3.22% | 9 |
|
|
2021
Q4 | $10.6M | Buy |
+63,420
| New | +$10.6M | 1.6% | 21 |
|