Nicola Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
115,800
+22,800
| +25% | +$5M | 2.38% | 7 |
|
|
2025
Q1 | $17.7M | Hold |
93,000
| – | – | 1.73% | 18 |
|
|
2024
Q4 | $20.4M | Buy |
93,000
+27,000
| +41% | +$5.92M | 1.93% | 20 |
|
|
2024
Q3 | $12.3M | Hold |
66,000
| – | – | 0.98% | 39 |
|
|
2024
Q2 | $12.8M | Buy |
66,000
+12,000
| +22% | +$2.32M | 1.14% | 33 |
|
|
2024
Q1 | $9.74M | Buy |
+54,000
| New | +$9.74M | 0.94% | 38 |
|
|
2023
Q3 | – | Sell |
-50,000
| Closed | -$6.52M | – | 111 |
|
|
2023
Q2 | $6.52M | Sell |
50,000
-39,900
| -44% | -$5.2M | 0.64% | 46 |
|
|
2023
Q1 | $9.29M | Hold |
89,900
| – | – | 0.92% | 42 |
|
|
2022
Q4 | $7.55M | Buy |
89,900
+10,900
| +14% | +$916K | 0.77% | 44 |
|
|
2022
Q3 | $8.93M | Sell |
79,000
-15,579
| -16% | -$1.76M | 0.98% | 38 |
|
|
2022
Q2 | $10M | Buy |
94,579
+3,099
| +3% | +$329K | 0.96% | 38 |
|
|
2022
Q1 | $14.9M | Buy |
91,480
+20,000
| +28% | +$3.26M | 1.31% | 26 |
|
|
2021
Q4 | $11.9M | Hold |
71,480
| – | – | 1.12% | 34 |
|
|
2021
Q3 | $11.7M | Buy |
71,480
+4,000
| +6% | +$657K | 1.21% | 26 |
|
|
2021
Q2 | $11.6M | Buy |
67,480
+2,000
| +3% | +$344K | 1.19% | 31 |
|
|
2021
Q1 | $10.1M | Buy |
65,480
+3,360
| +5% | +$520K | 1.13% | 36 |
|
|
2020
Q4 | $10.1M | Buy |
62,120
+11,400
| +22% | +$1.86M | 1.26% | 29 |
|
|
2020
Q3 | $7.99M | Sell |
50,720
-22,100
| -30% | -$3.48M | 1.14% | 37 |
|
|
2020
Q2 | $10M | Buy |
72,820
+42,000
| +136% | +$5.79M | 1.39% | 22 |
|
|
2020
Q1 | $4.23M | Hold |
30,820
| – | – | 0.64% | 58 |
|
|
2019
Q4 | $3.7M | Buy |
+30,820
| New | +$3.7M | 0.56% | 74 |
|
|
2019
Q2 | – | Sell |
-30,140
| Closed | -$3.59M | – | 92 |
|
|
2019
Q1 | $3.59M | Hold |
30,140
| – | – | 0.54% | 69 |
|
|
2018
Q4 | $3.09M | Hold |
30,140
| – | – | 0.51% | 77 |
|
|
2018
Q3 | $3.9M | Buy |
+30,140
| New | +$3.9M | 0.67% | 64 |
|
|
2018
Q2 | – | Sell |
-34,740
| Closed | -$2.51M | – | 95 |
|
|
2018
Q1 | $2.51M | Buy |
+34,740
| New | +$2.51M | 0.51% | 77 |
|