Obermeyer Wealth Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70.2M | Buy |
320,165
+50,799
| +19% | +$11.1M | 3.5% | 6 |
|
2025
Q1 | $51.2M | Sell |
269,366
-4,149
| -2% | -$789K | 2.73% | 10 |
|
2024
Q4 | $60M | Sell |
273,515
-4,359
| -2% | -$956K | 3.13% | 9 |
|
2024
Q3 | $51.8M | Sell |
277,874
-7,229
| -3% | -$1.35M | 2.77% | 9 |
|
2024
Q2 | $55.1M | Buy |
285,103
+3,494
| +1% | +$675K | 3.16% | 9 |
|
2024
Q1 | $50.8M | Sell |
281,609
-2,670
| -0.9% | -$482K | 2.99% | 10 |
|
2023
Q4 | $43.2M | Sell |
284,279
-5,295
| -2% | -$805K | 2.95% | 13 |
|
2023
Q3 | $36.8M | Buy |
289,574
+811
| +0.3% | +$103K | 2.74% | 14 |
|
2023
Q2 | $37.6M | Sell |
288,763
-7,587
| -3% | -$989K | 2.71% | 15 |
|
2023
Q1 | $30.8M | Sell |
296,350
-1,954
| -0.7% | -$203K | 2.3% | 18 |
|
2022
Q4 | $25.1M | Sell |
298,304
-15,013
| -5% | -$1.26M | 1.9% | 24 |
|
2022
Q3 | $35.4M | Buy |
313,317
+3,840
| +1% | +$434K | 2.87% | 12 |
|
2022
Q2 | $32.9M | Buy |
309,477
+6,357
| +2% | +$675K | 2.41% | 22 |
|
2022
Q1 | $49.4M | Buy |
303,120
+3,760
| +1% | +$613K | 2.96% | 11 |
|
2021
Q4 | $49.9M | Buy |
299,360
+8,800
| +3% | +$1.47M | 2.67% | 20 |
|
2021
Q3 | $47.7M | Buy |
290,560
+8,220
| +3% | +$1.35M | 2.64% | 15 |
|
2021
Q2 | $48.6M | Buy |
282,340
+7,360
| +3% | +$1.27M | 2.7% | 13 |
|
2021
Q1 | $42.5M | Buy |
274,980
+3,280
| +1% | +$507K | 2.61% | 21 |
|
2020
Q4 | $44.2M | Buy |
271,700
+460
| +0.2% | +$74.9K | 2.94% | 11 |
|
2020
Q3 | $42.7M | Buy |
271,240
+9,660
| +4% | +$1.52M | 3.2% | 10 |
|
2020
Q2 | $36.1M | Buy |
261,580
+7,680
| +3% | +$1.06M | 3.05% | 16 |
|
2020
Q1 | $24.8M | Buy |
253,900
+20,120
| +9% | +$1.96M | 2.65% | 18 |
|
2019
Q4 | $21.6M | Buy |
233,780
+9,780
| +4% | +$904K | 1.91% | 27 |
|
2019
Q3 | $19.4M | Sell |
224,000
-10,560
| -5% | -$917K | 1.8% | 27 |
|
2019
Q2 | $22.2M | Buy |
234,560
+89,580
| +62% | +$8.48M | 2% | 23 |
|
2019
Q1 | $12.9M | Buy |
144,980
+5,460
| +4% | +$486K | 1.21% | 28 |
|
2018
Q4 | $10.5M | Buy |
139,520
+121,660
| +681% | +$9.14M | 1.06% | 31 |
|
2018
Q3 | $1.79M | Buy |
17,860
+140
| +0.8% | +$14K | 0.15% | 43 |
|
2018
Q2 | $1.51M | Buy |
17,720
+1,740
| +11% | +$148K | 0.13% | 48 |
|
2018
Q1 | $1.16M | Buy |
15,980
+820
| +5% | +$59.3K | 0.1% | 47 |
|
2017
Q4 | $886K | Buy |
15,160
+460
| +3% | +$26.9K | 0.08% | 62 |
|
2017
Q3 | $707K | Hold |
14,700
| – | – | 0.06% | 67 |
|
2017
Q2 | $711K | Buy |
14,700
+880
| +6% | +$42.6K | 0.06% | 66 |
|
2017
Q1 | $613K | Hold |
13,820
| – | – | 0.06% | 70 |
|
2016
Q4 | $518K | Sell |
13,820
-1,640
| -11% | -$61.5K | 0.05% | 76 |
|
2016
Q3 | $647K | Buy |
15,460
+2,200
| +17% | +$92.1K | 0.06% | 68 |
|
2016
Q2 | $474K | Hold |
13,260
| – | – | 0.05% | 78 |
|
2016
Q1 | $394K | Hold |
13,260
| – | – | 0.04% | 81 |
|
2015
Q4 | $448K | Sell |
13,260
-4,240
| -24% | -$143K | 0.04% | 80 |
|
2015
Q3 | $448K | Sell |
17,500
-240
| -1% | -$6.14K | 0.05% | 75 |
|
2015
Q2 | $385K | Buy |
17,740
+4,240
| +31% | +$92K | 0.03% | 93 |
|
2015
Q1 | $251K | Sell |
13,500
-4,600
| -25% | -$85.5K | 0.02% | 122 |
|
2014
Q4 | $281K | Buy |
+18,100
| New | +$281K | 0.03% | 118 |
|
2013
Q3 | – | Sell |
-5,660
| Closed | -$79K | – | 67 |
|
2013
Q2 | $79K | Buy |
+5,660
| New | +$79K | 0.02% | 92 |
|