Occidental Asset Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
49,730
+15,318
| +45% | +$3.37M | 1.23% | 20 |
|
|
2025
Q4 | $7.94M | Sell |
34,412
-2,015
| -6% | -$461K | 0.95% | 25 |
|
|
2025
Q3 | $8M | Buy |
36,427
+1,319
| +4% | +$299K | 1% | 23 |
|
|
2025
Q2 | $7.7M | Buy |
35,108
+1,000
| +3% | +$198K | 1.06% | 21 |
|
|
2025
Q1 | $6.49M | Buy |
34,108
+4,730
| +16% | +$1.03M | 0.98% | 22 |
|
|
2024
Q4 | $6.45M | Buy |
29,378
+1,965
| +7% | +$402K | 1.01% | 24 |
|
|
2024
Q3 | $5.11M | Buy |
27,413
+1,054
| +4% | +$192K | 0.82% | 27 |
|
|
2024
Q2 | $5.09M | Buy |
26,359
+1,291
| +5% | +$237K | 0.89% | 25 |
|
|
2024
Q1 | $4.52M | Sell |
25,068
-284
| -1% | -$47.4K | 0.85% | 27 |
|
|
2023
Q4 | $3.85M | Buy |
25,352
+509
| +2% | +$71.4K | 0.8% | 27 |
|
|
2023
Q3 | $3.16M | Sell |
24,843
-391
| -2% | -$52.4K | 0.73% | 32 |
|
|
2023
Q2 | $3.29M | Buy |
25,234
+1,829
| +8% | +$209K | 0.75% | 26 |
|
|
2023
Q1 | $2.42M | Buy |
23,405
+1,892
| +9% | +$183K | 0.6% | 42 |
|
|
2022
Q4 | $1.81M | Buy |
21,513
+8,740
| +68% | +$863K | 0.49% | 62 |
|
|
2022
Q3 | $1.44M | Buy |
12,773
+870
| +7% | +$110K | 0.43% | 69 |
|
|
2022
Q2 | $1.26M | Buy |
11,903
+563
| +5% | +$70.5K | 0.37% | 76 |
|
|
2022
Q1 | $1.85M | Buy |
11,340
+1,340
| +13% | +$207K | 0.47% | 59 |
|
|
2021
Q4 | $1.67M | Buy |
10,000
+1,000
| +11% | +$171K | 0.4% | 76 |
|
|
2021
Q3 | $1.48M | Sell |
9,000
-80
| -0.9% | -$13.8K | 0.38% | 78 |
|
|
2021
Q2 | $1.56M | Sell |
9,080
-80
| -0.9% | -$13.3K | 0.42% | 72 |
|
|
2021
Q1 | $1.42M | Buy |
9,160
+280
| +3% | +$44.4K | 0.42% | 67 |
|
|
2020
Q4 | $1.45M | Buy |
8,880
+760
| +9% | +$121K | 0.48% | 49 |
|
|
2020
Q3 | $1.28M | Sell |
8,120
-560
| -6% | -$88.3K | 0.53% | 39 |
|
|
2020
Q2 | $1.2M | Buy |
8,680
+100
| +1% | +$12.1K | 0.53% | 45 |
|
|
2020
Q1 | $836K | Sell |
8,580
-980
| -10% | -$94.9K | 0.42% | 56 |
|
|
2019
Q4 | $883K | Buy |
9,560
+3,400
| +55% | +$301K | 0.36% | 75 |
|
|
2019
Q3 | $535K | Buy |
6,160
+740
| +14% | +$68.6K | 0.22% | 100 |
|
|
2019
Q2 | $513K | Sell |
5,420
-60
| -1% | -$5.59K | 0.23% | 98 |
|
|
2019
Q1 | $488K | Sell |
5,480
-900
| -14% | -$74.9K | 0.23% | 92 |
|
|
2018
Q4 | $479K | Buy |
6,380
+2,080
| +48% | +$173K | 0.27% | 75 |
|
|
2018
Q3 | $431K | Hold |
4,300
| – | – | 0.22% | 94 |
|
|
2018
Q2 | $365K | Buy |
4,300
+100
| +2% | +$7.94K | 0.19% | 102 |
|
|
2018
Q1 | $304K | Sell |
4,200
-600
| -13% | -$42.9K | 0.16% | 113 |
|
|
2017
Q4 | $281K | Hold |
4,800
| – | – | 0.15% | 118 |
|
|
2017
Q3 | $231K | Hold |
4,800
| – | – | 0.13% | 123 |
|
|
2017
Q2 | $232K | Buy |
+4,800
| New | +$229K | 0.14% | 120 |
|
Other funds holding AMZN
VCM
VPM
