Omnia Family Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.09M | Buy |
18,661
+1,543
| +9% | +$339K | 1.48% | 14 |
|
2025
Q1 | $3.26M | Buy |
17,118
+2,356
| +16% | +$448K | 1.36% | 15 |
|
2024
Q4 | $3.24M | Buy |
14,762
+608
| +4% | +$133K | 1.34% | 15 |
|
2024
Q3 | $2.64M | Buy |
14,154
+887
| +7% | +$165K | 1.13% | 17 |
|
2024
Q2 | $2.56M | Buy |
13,267
+1,224
| +10% | +$237K | 1.09% | 19 |
|
2024
Q1 | $2.17M | Buy |
12,043
+145
| +1% | +$26.2K | 1.02% | 18 |
|
2023
Q4 | $1.81M | Buy |
11,898
+1,379
| +13% | +$210K | 0.93% | 16 |
|
2023
Q3 | $1.34M | Buy |
10,519
+604
| +6% | +$76.8K | 0.83% | 19 |
|
2023
Q2 | $1.29M | Sell |
9,915
-156
| -2% | -$20.3K | 0.88% | 17 |
|
2023
Q1 | $1.04M | Buy |
10,071
+284
| +3% | +$29.3K | 0.8% | 18 |
|
2022
Q4 | $822K | Sell |
9,787
-1,568
| -14% | -$132K | 0.67% | 20 |
|
2022
Q3 | $1.28M | Buy |
11,355
+396
| +4% | +$44.7K | 1.05% | 13 |
|
2022
Q2 | $1.16M | Sell |
10,959
-161
| -1% | -$17.1K | 0.86% | 17 |
|
2022
Q1 | $1.81M | Sell |
11,120
-80
| -0.7% | -$13K | 1.2% | 14 |
|
2021
Q4 | $1.87M | Sell |
11,200
-20
| -0.2% | -$3.33K | 1.14% | 16 |
|
2021
Q3 | $1.84M | Sell |
11,220
-160
| -1% | -$26.3K | 1.27% | 20 |
|
2021
Q2 | $1.96M | Hold |
11,380
| – | – | 1.25% | 17 |
|
2021
Q1 | $1.76M | Buy |
11,380
+60
| +0.5% | +$9.29K | 1.31% | 17 |
|
2020
Q4 | $1.84M | Sell |
11,320
-40
| -0.4% | -$6.51K | 1.68% | 13 |
|
2020
Q3 | $1.79M | Buy |
11,360
+40
| +0.4% | +$6.3K | 1.71% | 12 |
|
2020
Q2 | $1.56M | Buy |
11,320
+1,200
| +12% | +$166K | 1.53% | 11 |
|
2020
Q1 | $987K | Buy |
10,120
+80
| +0.8% | +$7.8K | 1.03% | 16 |
|
2019
Q4 | $928K | Buy |
+10,040
| New | +$928K | 0.43% | 31 |
|
2019
Q3 | – | Sell |
-4,120
| Closed | -$390K | – | 89 |
|
2019
Q2 | $390K | Sell |
4,120
-40
| -1% | -$3.79K | 0.2% | 57 |
|
2019
Q1 | $370K | Buy |
4,160
+300
| +8% | +$26.7K | 0.18% | 55 |
|
2018
Q4 | $290K | Hold |
3,860
| – | – | 0.16% | 66 |
|
2018
Q3 | $387K | Hold |
3,860
| – | – | 0.18% | 54 |
|
2018
Q2 | $328K | Hold |
3,860
| – | – | 0.15% | 57 |
|
2018
Q1 | $279K | Sell |
3,860
-180
| -4% | -$13K | 0.13% | 68 |
|
2017
Q4 | $236K | Hold |
4,040
| – | – | 0.11% | 79 |
|
2017
Q3 | $194K | Buy |
4,040
+1,280
| +46% | +$61.5K | 0.09% | 89 |
|
2017
Q2 | $134K | Hold |
2,760
| – | – | 0.06% | 105 |
|
2017
Q1 | $122K | Buy |
2,760
+1,200
| +77% | +$53K | 0.06% | 107 |
|
2016
Q4 | $58K | Buy |
+1,560
| New | +$58K | 0.03% | 153 |
|