NCM

Neumann Capital Management’s Amazon AMZN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Sell	10,944 -96	-0.9%	-$21.1K	0.76%	33
2025 Q1	$2.1M	Buy	11,040 +1,800	+19%	+$342K	0.73%	39
2024 Q4	$2.03M	Buy	9,240 +200	+2%	+$43.9K	0.67%	38
2024 Q3	$1.68M	Sell	9,040 -1,600	-15%	-$298K	0.56%	46
2024 Q2	$2.06M	Hold	10,640	–	–	0.71%	39
2024 Q1	$1.92M	Buy	10,640 +1,300	+14%	+$234K	0.68%	40
2023 Q4	$1.42M	Hold	9,340	–	–	0.56%	45
2023 Q3	$1.19M	Hold	9,340	–	–	0.52%	46
2023 Q2	$1.22M	Sell	9,340 -820	-8%	-$107K	0.5%	47
2023 Q1	$1.05M	Sell	10,160 -300	-3%	-$31K	0.46%	53
2022 Q4	$879K	Buy	10,460 +520	+5%	+$43.7K	0.41%	57
2022 Q3	$1.12M	Sell	9,940 -160	-2%	-$18.1K	0.58%	50
2022 Q2	$1.07M	Buy	10,100 +9,595	+1,900%	+$1.02M	0.54%	47
2022 Q1	$1.65M	Sell	505 -17	-3%	-$55.4K	0.7%	40
2021 Q4	$1.74M	Sell	522 -1	-0.2%	-$3.34K	0.71%	41
2021 Q3	$1.72M	Buy	523 +15	+3%	+$49.3K	0.77%	40
2021 Q2	$1.75M	Hold	508	–	–	0.79%	38
2021 Q1	$1.57M	Buy	508 +20	+4%	+$61.9K	0.75%	40
2020 Q4	$1.59M	Hold	488	–	–	0.8%	37
2020 Q3	$1.54M	Buy	488 +6	+1%	+$18.9K	0.88%	36
2020 Q2	$1.33M	Hold	482	–	–	0.81%	39
2020 Q1	$940K	Buy	482 +20	+4%	+$39K	0.68%	41
2019 Q4	$854K	Hold	462	–	–	0.5%	50
2019 Q3	$802K	Hold	462	–	–	0.5%	49
2019 Q2	$875K	Buy	462 +78	+20%	+$148K	0.54%	47
2019 Q1	$684K	Buy	384 +100	+35%	+$178K	0.44%	53
2018 Q4	$427K	Buy	284 +55	+24%	+$82.7K	0.32%	59
2018 Q3	$459K	Hold	229	–	–	0.27%	61
2018 Q2	$389K	Hold	229	–	–	0.24%	62
2018 Q1	$331K	Buy	229 +35	+18%	+$50.6K	0.21%	61
2017 Q4	$227K	Buy	+194	New	+$227K	0.14%	72