Oak Family 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 | $5.41M | Buy |
24,653
+1,385
| +6% | +$304K | 1.7% | 21 |
|
|
2025
Q1 | $4.43M | Buy |
23,268
+251
| +1% | +$47.8K | 1.49% | 23 |
|
|
2024
Q4 | $5.05M | Sell |
23,017
-1,395
| -6% | -$306K | 1.83% | 19 |
|
|
2024
Q3 | $4.55M | Buy |
24,412
+1,923
| +9% | +$358K | 1.4% | 22 |
|
|
2024
Q2 | $4.35M | Buy |
22,489
+2,127
| +10% | +$411K | 1.49% | 23 |
|
|
2024
Q1 | $3.67M | Buy |
20,362
+6,588
| +48% | +$1.19M | 1.41% | 29 |
|
|
2023
Q4 | $2.09M | Buy |
13,774
+9,130
| +197% | +$1.39M | 0.88% | 38 |
|
|
2023
Q3 | $590K | Buy |
4,644
+1,400
| +43% | +$178K | 0.28% | 69 |
|
|
2023
Q2 | $423K | Buy |
3,244
+119
| +4% | +$15.5K | 0.2% | 83 |
|
|
2023
Q1 | $323K | Sell |
3,125
-145
| -4% | -$15K | 0.16% | 89 |
|
|
2022
Q4 | $275K | Sell |
3,270
-1,453
| -31% | -$122K | 0.15% | 93 |
|
|
2022
Q3 | $534K | Buy |
4,723
+1,023
| +28% | +$116K | 0.29% | 59 |
|
|
2022
Q2 | $393K | Hold |
3,700
| – | – | 0.2% | 79 |
|
|
2022
Q1 | $603K | Sell |
3,700
-3,340
| -47% | -$544K | 0.24% | 74 |
|
|
2021
Q4 | $1.17M | Buy |
7,040
+3,640
| +107% | +$607K | 0.44% | 50 |
|
|
2021
Q3 | $558K | Hold |
3,400
| – | – | 0.2% | 70 |
|
|
2021
Q2 | $585K | Hold |
3,400
| – | – | 0.24% | 58 |
|
|
2021
Q1 | $526K | Sell |
3,400
-20
| -0.6% | -$3.09K | 0.23% | 59 |
|
|
2020
Q4 | $557K | Buy |
+3,420
| New | +$557K | 0.29% | 57 |
|