Mosaic Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,348
| Closed | -$261K | – | 15 |
|
|
2024
Q2 | $261K | Hold |
1,348
| – | – | 0.21% | 14 |
|
|
2024
Q1 | $243K | Hold |
1,348
| – | – | 0.2% | 16 |
|
|
2023
Q4 | $205K | Buy |
+1,348
| New | +$205K | 0.12% | 18 |
|
|
2023
Q3 | – | Sell |
-4,975
| Closed | -$649K | – | 14 |
|
|
2023
Q2 | $649K | Buy |
+4,975
| New | +$649K | 0.48% | 15 |
|
|
2022
Q1 | – | Sell |
-5,320
| Closed | -$887K | – | 21 |
|
|
2021
Q4 | $887K | Buy |
5,320
+1,980
| +59% | +$330K | 0.65% | 12 |
|
|
2021
Q3 | $549K | Sell |
3,340
-1,540
| -32% | -$253K | 0.37% | 22 |
|
|
2021
Q2 | $839K | Buy |
4,880
+280
| +6% | +$48.1K | 0.55% | 14 |
|
|
2021
Q1 | $712K | Buy |
+4,600
| New | +$712K | 0.6% | 16 |
|