Mount Vernon Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.48M | Sell |
43,220
-580
| -1% | -$127K | 6.85% | 5 |
|
2025
Q1 | $8.33M | Sell |
43,800
-330
| -0.7% | -$62.8K | 6.8% | 4 |
|
2024
Q4 | $9.68M | Sell |
44,130
-348
| -0.8% | -$76.4K | 7.55% | 3 |
|
2024
Q3 | $8.29M | Buy |
44,478
+1,245
| +3% | +$232K | 6.58% | 4 |
|
2024
Q2 | $8.36M | Sell |
43,233
-1,630
| -4% | -$315K | 7.41% | 4 |
|
2024
Q1 | $8.09M | Sell |
44,863
-372
| -0.8% | -$67.1K | 6.87% | 3 |
|
2023
Q4 | $6.87M | Sell |
45,235
-685
| -1% | -$104K | 6.74% | 4 |
|
2023
Q3 | $5.84M | Buy |
45,920
+180
| +0.4% | +$22.9K | 6.45% | 4 |
|
2023
Q2 | $5.96M | Sell |
45,740
-780
| -2% | -$102K | 6.34% | 3 |
|
2023
Q1 | $4.81M | Sell |
46,520
-1,065
| -2% | -$110K | 5.68% | 4 |
|
2022
Q4 | $4M | Sell |
47,585
-10
| -0% | -$840 | 5.13% | 4 |
|
2022
Q3 | $5.38M | Sell |
47,595
-165
| -0.3% | -$18.6K | 7.01% | 3 |
|
2022
Q2 | $5.07M | Hold |
47,760
| – | – | 6.18% | 4 |
|
2022
Q1 | $7.79M | Buy |
47,760
+300
| +0.6% | +$48.9K | 7.55% | 2 |
|
2021
Q4 | $7.91M | Sell |
47,460
-300
| -0.6% | -$50K | 6.85% | 3 |
|
2021
Q3 | $7.85M | Sell |
47,760
-40
| -0.1% | -$6.57K | 7.19% | 2 |
|
2021
Q2 | $8.22M | Sell |
47,800
-700
| -1% | -$120K | 7.53% | 2 |
|
2021
Q1 | $7.5M | Sell |
48,500
-160
| -0.3% | -$24.8K | 7.37% | 2 |
|
2020
Q4 | $7.92M | Sell |
48,660
-1,240
| -2% | -$202K | 8.33% | 2 |
|
2020
Q3 | $7.86M | Sell |
49,900
-760
| -2% | -$120K | 9.4% | 2 |
|
2020
Q2 | $6.99M | Sell |
50,660
-560
| -1% | -$77.2K | 9.04% | 2 |
|
2020
Q1 | $4.99M | Sell |
51,220
-100
| -0.2% | -$9.75K | 8.38% | 2 |
|
2019
Q4 | $4.74M | Sell |
51,320
-160
| -0.3% | -$14.8K | 6.46% | 2 |
|
2019
Q3 | $4.47M | Sell |
51,480
-400
| -0.8% | -$34.7K | 6.69% | 2 |
|
2019
Q2 | $4.91M | Sell |
51,880
-2,840
| -5% | -$269K | 7.31% | 2 |
|
2019
Q1 | $4.87M | Sell |
54,720
-740
| -1% | -$65.9K | 7.44% | 2 |
|
2018
Q4 | $4.17M | Buy |
55,460
+1,400
| +3% | +$105K | 7.33% | 2 |
|
2018
Q3 | $5.41M | Sell |
54,060
-1,640
| -3% | -$164K | 7.98% | 2 |
|
2018
Q2 | $4.73M | Sell |
55,700
-1,400
| -2% | -$119K | 7.38% | 2 |
|
2018
Q1 | $4.13M | Sell |
57,100
-1,000
| -2% | -$72.4K | 6.38% | 2 |
|
2017
Q4 | $3.4M | Sell |
58,100
-2,000
| -3% | -$117K | 5.12% | 2 |
|
2017
Q3 | $2.89M | Buy |
60,100
+7,000
| +13% | +$336K | 4.78% | 2 |
|
2017
Q2 | $2.57M | Sell |
53,100
-100
| -0.2% | -$4.84K | 4.61% | 2 |
|
2017
Q1 | $2.36M | Buy |
53,200
+700
| +1% | +$31K | 4.34% | 3 |
|
2016
Q4 | $1.97M | Buy |
52,500
+3,500
| +7% | +$131K | 3.87% | 4 |
|
2016
Q3 | $2.05M | Buy |
49,000
+700
| +1% | +$29.3K | 4.25% | 2 |
|
2016
Q2 | $1.73M | Hold |
48,300
| – | – | 3.69% | 4 |
|
2016
Q1 | $1.43M | Buy |
48,300
+7,400
| +18% | +$220K | 3.18% | 6 |
|
2015
Q4 | $1.38M | Hold |
40,900
| – | – | 3.03% | 10 |
|
2015
Q3 | $1.05M | Buy |
40,900
+5,000
| +14% | +$128K | 2.43% | 16 |
|
2015
Q2 | $779K | Hold |
35,900
| – | – | 1.68% | 29 |
|
2015
Q1 | $668K | Hold |
35,900
| – | – | 1.44% | 35 |
|
2014
Q4 | $557K | Buy |
35,900
+1,400
| +4% | +$21.7K | 1.28% | 36 |
|
2014
Q3 | $556K | Buy |
34,500
+1,400
| +4% | +$22.6K | 1.38% | 36 |
|
2014
Q2 | $538K | Buy |
33,100
+12,100
| +58% | +$197K | 1.37% | 36 |
|
2014
Q1 | $353K | Buy |
+21,000
| New | +$353K | 0.92% | 43 |
|