Okabena Investment Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
4,331
+289
| +7% | +$63.4K | 0.21% | 75 |
|
|
2025
Q1 | $769K | Sell |
4,042
-6,106
| -60% | -$1.16M | 0.19% | 80 |
|
|
2024
Q4 | $2.23M | Buy |
10,148
+3,324
| +49% | +$729K | 0.62% | 36 |
|
|
2024
Q3 | $1.27M | Buy |
6,824
+3,238
| +90% | +$603K | 0.36% | 57 |
|
|
2024
Q2 | $693K | Sell |
3,586
-1,858
| -34% | -$359K | 0.22% | 74 |
|
|
2024
Q1 | $982K | Sell |
5,444
-1,335
| -20% | -$241K | 0.33% | 68 |
|
|
2023
Q4 | $1.03M | Buy |
6,779
+1,004
| +17% | +$153K | 0.4% | 62 |
|
|
2023
Q3 | $734K | Sell |
5,775
-8,581
| -60% | -$1.09M | 0.57% | 41 |
|
|
2023
Q2 | $1.87M | Sell |
14,356
-9,139
| -39% | -$1.19M | 1.37% | 23 |
|
|
2023
Q1 | $2.43M | Buy |
23,495
+2,180
| +10% | +$225K | 1.7% | 15 |
|
|
2022
Q4 | $1.79M | Sell |
21,315
-170
| -0.8% | -$14.3K | 1.19% | 25 |
|
|
2022
Q3 | $2.43M | Buy |
21,485
+2,905
| +16% | +$328K | 1.17% | 24 |
|
|
2022
Q2 | $1.97M | Buy |
18,580
+1,240
| +7% | +$132K | 1.01% | 31 |
|
|
2022
Q1 | $2.83M | Buy |
17,340
+5,340
| +45% | +$870K | 1.19% | 18 |
|
|
2021
Q4 | $2M | Sell |
12,000
-1,040
| -8% | -$173K | 0.76% | 39 |
|
|
2021
Q3 | $2.14M | Sell |
13,040
-2,740
| -17% | -$450K | 1.13% | 24 |
|
|
2021
Q2 | $2.71M | Buy |
+15,780
| New | +$2.71M | 1.28% | 20 |
|
|
2021
Q1 | – | Sell |
-5,620
| Closed | -$915K | – | 70 |
|
|
2020
Q4 | $915K | Sell |
5,620
-3,820
| -40% | -$622K | 0.53% | 52 |
|
|
2020
Q3 | $1.49M | Sell |
9,440
-9,600
| -50% | -$1.51M | 1.14% | 26 |
|
|
2020
Q2 | $2.63M | Sell |
19,040
-3,220
| -14% | -$444K | 2.31% | 11 |
|
|
2020
Q1 | $2.17M | Sell |
22,260
-11,240
| -34% | -$1.1M | 2.47% | 11 |
|
|
2019
Q4 | $3.1M | Buy |
+33,500
| New | +$3.1M | 2.88% | 9 |
|