MCIA
Mountain Capital Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
6,830
+18
| +0.3% | +$3.97K | 0.29% | 18 |
|
|
2025
Q1 | $1.27M | Sell |
6,812
-31
| -0.5% | -$5.78K | 0.27% | 19 |
|
|
2024
Q4 | $1.55M | Buy |
6,843
+69
| +1% | +$15.6K | 0.32% | 15 |
|
|
2024
Q3 | $1.42M | Buy |
6,774
+470
| +7% | +$98.2K | 0.31% | 16 |
|
|
2024
Q2 | $1.21M | Buy |
6,304
+357
| +6% | +$68.8K | 0.3% | 15 |
|
|
2024
Q1 | $1.1M | Buy |
5,947
+865
| +17% | +$161K | 0.31% | 14 |
|
|
2023
Q4 | $758K | Sell |
5,082
-1,138
| -18% | -$170K | 0.26% | 36 |
|
|
2023
Q3 | $893K | Buy |
6,220
+1,082
| +21% | +$155K | 0.33% | 24 |
|
|
2023
Q2 | $662K | Buy |
5,138
+793
| +18% | +$102K | 0.25% | 49 |
|
|
2023
Q1 | $445K | Buy |
4,345
+141
| +3% | +$14.4K | 0.2% | 53 |
|
|
2022
Q4 | $378K | Sell |
4,204
-43,785
| -91% | -$3.94M | 0.17% | 64 |
|
|
2022
Q3 | $5.52M | Sell |
47,989
-7,560
| -14% | -$870K | 2.89% | 8 |
|
|
2022
Q2 | $6.46M | Buy |
55,549
+54,054
| +3,616% | +$6.29M | 3.23% | 9 |
|
|
2022
Q1 | $4.52M | Buy |
1,495
+124
| +9% | +$375K | 2.13% | 9 |
|
|
2021
Q4 | $4.53M | Buy |
1,371
+702
| +105% | +$2.32M | 2.05% | 6 |
|
|
2021
Q3 | $2.2M | Hold |
669
| – | – | 1.16% | 21 |
|
|
2021
Q2 | $2.5M | Sell |
669
-8
| -1% | -$29.8K | 1.15% | 19 |
|
|
2021
Q1 | $2.3M | Buy |
677
+465
| +219% | +$1.58M | 1.15% | 19 |
|
|
2020
Q4 | $660K | Buy |
212
+37
| +21% | +$115K | 0.4% | 89 |
|
|
2020
Q3 | $603K | Sell |
175
-142
| -45% | -$489K | 0.39% | 74 |
|
|
2020
Q2 | $951K | Sell |
317
-1
| -0.3% | -$3K | 0.44% | 25 |
|
|
2020
Q1 | $650K | Buy |
318
+178
| +127% | +$364K | 0.34% | 20 |
|
|
2019
Q4 | $265K | Sell |
140
-18
| -11% | -$34.1K | 0.12% | 38 |
|
|
2019
Q3 | $274K | Sell |
158
-39
| -20% | -$67.6K | 0.24% | 37 |
|
|
2019
Q2 | $359K | Buy |
197
+12
| +6% | +$21.9K | 0.34% | 31 |
|
|
2019
Q1 | $329K | Sell |
185
-25
| -12% | -$44.5K | 0.35% | 26 |
|
|
2018
Q4 | $315K | Sell |
210
-91
| -30% | -$137K | 0.44% | 20 |
|
|
2018
Q3 | $603K | Buy |
301
+65
| +28% | +$130K | 0.58% | 17 |
|
|
2018
Q2 | $401K | Buy |
+236
| New | +$401K | 0.39% | 22 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$96K | – | 56 |
|
|
2017
Q3 | $96K | Sell |
100
-25
| -20% | -$24K | 0.09% | 69 |
|
|
2017
Q2 | $121K | Buy |
+125
| New | +$121K | 0.12% | 69 |
|