Night Owl Capital 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
$74.3M Buy
338,588
+20,252
+6% +$4.44M 8.59% 1
2025
Q1
$60.6M Buy
318,336
+8,068
+3% +$1.54M 7.57% 4
2024
Q4
$68.1M Buy
310,268
+7,531
+2% +$1.65M 8.79% 1
2024
Q3
$56.4M Buy
302,737
+7,353
+2% +$1.37M 7.71% 1
2024
Q2
$57.1M Sell
295,384
-15,303
-5% -$2.96M 8.54% 2
2024
Q1
$56M Buy
310,687
+759
+0.2% +$137K 8.51% 1
2023
Q4
$39.4M Hold
309,928
9.87% 2
2023
Q3
$39.4M Buy
309,928
+5,467
+2% +$695K 9.87% 2
2023
Q2
$39.7M Sell
304,461
-7,352
-2% -$958K 10.26% 2
2023
Q1
$32.2M Sell
311,813
-6,100
-2% -$630K 11.64% 3
2022
Q4
$26.7M Buy
317,913
+5,185
+2% +$436K 12.42% 4
2022
Q3
$35.3M Buy
312,728
+13,665
+5% +$1.54M 14.71% 1
2022
Q2
$31.8M Sell
299,063
-19,377
-6% -$2.06M 12.19% 3
2022
Q1
$51.9M Buy
318,440
+2,800
+0.9% +$456K 14.74% 1
2021
Q4
$52.6M Buy
315,640
+10,140
+3% +$1.69M 10.7% 2
2021
Q3
$50.2M Buy
305,500
+1,040
+0.3% +$171K 8.81% 2
2021
Q2
$52.4M Buy
304,460
+1,160
+0.4% +$200K 10.34% 1
2021
Q1
$46.9M Buy
303,300
+10,700
+4% +$1.66M 9.55% 1
2020
Q4
$47.6M Buy
292,600
+2,820
+1% +$459K 9.17% 2
2020
Q3
$45.6M Buy
289,780
+6,480
+2% +$1.02M 9.5% 1
2020
Q2
$39.1M Buy
283,300
+200
+0.1% +$27.6K 9.32% 2
2020
Q1
$27.6M Sell
283,100
-17,900
-6% -$1.74M 9.22% 1
2019
Q4
$27.8M Sell
301,000
-3,680
-1% -$340K 8% 4
2019
Q3
$26.4M Buy
304,680
+4,980
+2% +$432K 8.4% 3
2019
Q2
$28.4M Sell
299,700
-180
-0.1% -$17K 8.68% 3
2019
Q1
$26.7M Sell
299,880
-1,080
-0.4% -$96.2K 9.56% 3
2018
Q4
$22.6M Buy
300,960
+880
+0.3% +$66.1K 9.68% 3
2018
Q3
$30.1M Sell
300,080
-3,860
-1% -$387K 10.66% 3
2018
Q2
$25.8M Sell
303,940
-420
-0.1% -$35.7K 9.46% 3
2018
Q1
$22M Buy
304,360
+580
+0.2% +$42K 9.22% 3
2017
Q4
$17.8M Buy
303,780
+660
+0.2% +$38.6K 8.28% 4
2017
Q3
$14.6M Sell
303,120
-4,060
-1% -$195K 7.04% 4
2017
Q2
$14.9M Sell
307,180
-6,300
-2% -$305K 7.78% 4
2017
Q1
$13.9M Sell
313,480
-10,260
-3% -$455K 7.32% 4
2016
Q4
$12.1M Buy
323,740
+3,300
+1% +$124K 7.14% 4
2016
Q3
$13.4M Sell
320,440
-3,540
-1% -$148K 7.89% 5
2016
Q2
$11.6M Sell
323,980
-1,000
-0.3% -$35.8K 8.27% 5
2016
Q1
$9.65M Buy
324,980
+148,620
+84% +$4.41M 6.94% 6
2015
Q4
$5.96M Buy
+176,360
New +$5.96M 3.78% 13