OAM
Occidental Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
35,108
+1,000
| +3% | +$219K | 1.06% | 21 |
|
|
2025
Q1 | $6.49M | Buy |
34,108
+4,730
| +16% | +$900K | 0.98% | 22 |
|
|
2024
Q4 | $6.45M | Buy |
29,378
+1,965
| +7% | +$431K | 1.01% | 24 |
|
|
2024
Q3 | $5.11M | Buy |
27,413
+1,054
| +4% | +$196K | 0.82% | 27 |
|
|
2024
Q2 | $5.09M | Buy |
26,359
+1,291
| +5% | +$249K | 0.89% | 25 |
|
|
2024
Q1 | $4.52M | Sell |
25,068
-284
| -1% | -$51.2K | 0.85% | 27 |
|
|
2023
Q4 | $3.85M | Buy |
25,352
+509
| +2% | +$77.3K | 0.8% | 27 |
|
|
2023
Q3 | $3.16M | Sell |
24,843
-391
| -2% | -$49.7K | 0.73% | 32 |
|
|
2023
Q2 | $3.29M | Buy |
25,234
+1,829
| +8% | +$238K | 0.75% | 26 |
|
|
2023
Q1 | $2.42M | Buy |
23,405
+1,892
| +9% | +$195K | 0.6% | 42 |
|
|
2022
Q4 | $1.81M | Buy |
21,513
+8,740
| +68% | +$734K | 0.49% | 62 |
|
|
2022
Q3 | $1.44M | Buy |
12,773
+870
| +7% | +$98.3K | 0.43% | 69 |
|
|
2022
Q2 | $1.26M | Buy |
11,903
+11,336
| +1,999% | +$1.2M | 0.37% | 76 |
|
|
2022
Q1 | $1.85M | Buy |
567
+67
| +13% | +$218K | 0.47% | 59 |
|
|
2021
Q4 | $1.67M | Buy |
500
+50
| +11% | +$167K | 0.4% | 76 |
|
|
2021
Q3 | $1.48M | Sell |
450
-4
| -0.9% | -$13.1K | 0.38% | 78 |
|
|
2021
Q2 | $1.56M | Sell |
454
-4
| -0.9% | -$13.8K | 0.42% | 72 |
|
|
2021
Q1 | $1.42M | Buy |
458
+14
| +3% | +$43.3K | 0.42% | 67 |
|
|
2020
Q4 | $1.45M | Buy |
444
+38
| +9% | +$124K | 0.48% | 49 |
|
|
2020
Q3 | $1.28M | Sell |
406
-28
| -6% | -$88.1K | 0.53% | 39 |
|
|
2020
Q2 | $1.2M | Buy |
434
+5
| +1% | +$13.8K | 0.53% | 45 |
|
|
2020
Q1 | $836K | Sell |
429
-49
| -10% | -$95.5K | 0.42% | 56 |
|
|
2019
Q4 | $883K | Buy |
478
+170
| +55% | +$314K | 0.36% | 75 |
|
|
2019
Q3 | $535K | Buy |
308
+37
| +14% | +$64.3K | 0.22% | 100 |
|
|
2019
Q2 | $513K | Sell |
271
-3
| -1% | -$5.68K | 0.23% | 98 |
|
|
2019
Q1 | $488K | Sell |
274
-45
| -14% | -$80.1K | 0.23% | 92 |
|
|
2018
Q4 | $479K | Buy |
319
+104
| +48% | +$156K | 0.27% | 75 |
|
|
2018
Q3 | $431K | Hold |
215
| – | – | 0.22% | 94 |
|
|
2018
Q2 | $365K | Buy |
215
+5
| +2% | +$8.49K | 0.19% | 102 |
|
|
2018
Q1 | $304K | Sell |
210
-30
| -13% | -$43.4K | 0.16% | 113 |
|
|
2017
Q4 | $281K | Hold |
240
| – | – | 0.15% | 118 |
|
|
2017
Q3 | $231K | Hold |
240
| – | – | 0.13% | 123 |
|
|
2017
Q2 | $232K | Buy |
+240
| New | +$232K | 0.14% | 120 |
|