Navis Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
6,817
+525
| +8% | +$115K | 1.26% | 13 |
|
|
2025
Q1 | $1.2M | Buy |
6,292
+489
| +8% | +$93K | 1.18% | 15 |
|
|
2024
Q4 | $1.27M | Sell |
5,803
-6
| -0.1% | -$1.32K | 1.39% | 15 |
|
|
2024
Q3 | $1.08M | Buy |
5,809
+1,137
| +24% | +$212K | 1.17% | 17 |
|
|
2024
Q2 | $903K | Buy |
4,672
+504
| +12% | +$97.4K | 1.04% | 18 |
|
|
2024
Q1 | $752K | Buy |
4,168
+261
| +7% | +$47.1K | 0.9% | 20 |
|
|
2023
Q4 | $594K | Hold |
3,907
| – | – | 0.77% | 31 |
|
|
2023
Q3 | $497K | Buy |
3,907
+414
| +12% | +$52.6K | 0.72% | 35 |
|
|
2023
Q2 | $455K | Buy |
3,493
+610
| +21% | +$79.5K | 0.42% | 38 |
|
|
2023
Q1 | $298K | Buy |
+2,883
| New | +$298K | 0.33% | 58 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 105 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 110 |
|
|
2021
Q2 | – | Sell |
-3,380
| Closed | -$523K | – | 106 |
|
|
2021
Q1 | $523K | Buy |
3,380
+1,140
| +51% | +$176K | 0.41% | 50 |
|
|
2020
Q4 | $365K | Buy |
+2,240
| New | +$365K | 0.33% | 57 |
|