MYIA
Mount Yale Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
79,872
+7,669
| +11% | +$1.68M | 1.37% | 11 |
|
|
2025
Q1 | $13.7M | Sell |
72,203
-1,760
| -2% | -$335K | 1.18% | 10 |
|
|
2024
Q4 | $16.2M | Buy |
73,963
+30,122
| +69% | +$6.61M | 1.31% | 9 |
|
|
2024
Q3 | $8.17M | Sell |
43,841
-37,729
| -46% | -$7.03M | 0.78% | 11 |
|
|
2024
Q2 | $15.8M | Buy |
81,570
+1,501
| +2% | +$290K | 1.25% | 9 |
|
|
2024
Q1 | $14.4M | Buy |
80,069
+33,004
| +70% | +$5.95M | 1.11% | 10 |
|
|
2023
Q4 | $7.15M | Buy |
47,065
+2,016
| +4% | +$306K | 0.68% | 16 |
|
|
2023
Q3 | $5.73M | Buy |
45,049
+940
| +2% | +$119K | 0.62% | 29 |
|
|
2023
Q2 | $5.75M | Buy |
44,109
+1,077
| +3% | +$140K | 0.61% | 32 |
|
|
2023
Q1 | $4.44M | Buy |
43,032
+17,365
| +68% | +$1.79M | 0.5% | 41 |
|
|
2022
Q4 | $2.16M | Sell |
25,667
-12,770
| -33% | -$1.07M | 0.24% | 97 |
|
|
2022
Q3 | $4.34M | Buy |
38,437
+1,577
| +4% | +$178K | 0.58% | 38 |
|
|
2022
Q2 | $3.92M | Buy |
36,860
+35,056
| +1,943% | +$3.72M | 0.49% | 47 |
|
|
2022
Q1 | $5.88M | Buy |
1,804
+69
| +4% | +$225K | 0.64% | 28 |
|
|
2021
Q4 | $5.79M | Buy |
1,735
+169
| +11% | +$563K | 0.6% | 36 |
|
|
2021
Q3 | $5.14M | Buy |
1,566
+34
| +2% | +$112K | 0.59% | 38 |
|
|
2021
Q2 | $5.27M | Sell |
1,532
-54
| -3% | -$186K | 0.64% | 36 |
|
|
2021
Q1 | $4.91M | Sell |
1,586
-73
| -4% | -$226K | 0.64% | 37 |
|
|
2020
Q4 | $5.4M | Hold |
1,659
| – | – | 0.76% | 25 |
|
|
2020
Q3 | $5.22M | Buy |
1,659
+346
| +26% | +$1.09M | 0.74% | 17 |
|
|
2020
Q2 | $3.62M | Buy |
1,313
+599
| +84% | +$1.65M | 0.65% | 41 |
|
|
2020
Q1 | $1.39M | Sell |
714
-63
| -8% | -$123K | 0.31% | 82 |
|
|
2019
Q4 | $1.56M | Buy |
777
+239
| +44% | +$480K | 0.27% | 93 |
|
|
2019
Q3 | $957K | Buy |
538
+94
| +21% | +$167K | 0.17% | 120 |
|
|
2019
Q2 | $796K | Buy |
444
+44
| +11% | +$78.9K | 0.15% | 123 |
|
|
2019
Q1 | $712K | Buy |
400
+32
| +9% | +$57K | 0.13% | 131 |
|
|
2018
Q4 | $585K | Sell |
368
-85
| -19% | -$135K | 0.12% | 152 |
|
|
2018
Q3 | $795K | Sell |
453
-19
| -4% | -$33.3K | 0.14% | 130 |
|
|
2018
Q2 | $802K | Sell |
472
-15
| -3% | -$25.5K | 0.15% | 126 |
|
|
2018
Q1 | $705K | Buy |
+487
| New | +$705K | 0.15% | 131 |
|