OIA
OneDigital Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4M | Buy |
330,042
+5,088
| +2% | +$1.12M | 0.8% | 28 |
|
|
2025
Q1 | $61.8M | Sell |
324,954
-12,188
| -4% | -$2.32M | 0.73% | 30 |
|
|
2024
Q4 | $74M | Sell |
337,142
-35,298
| -9% | -$7.74M | 0.86% | 25 |
|
|
2024
Q3 | $69.4M | Buy |
372,440
+5,270
| +1% | +$982K | 0.79% | 28 |
|
|
2024
Q2 | $71M | Buy |
367,170
+49,132
| +15% | +$9.49M | 0.89% | 23 |
|
|
2024
Q1 | $57.4M | Buy |
318,038
+4,034
| +1% | +$728K | 0.9% | 26 |
|
|
2023
Q4 | $47.7M | Buy |
314,004
+11,230
| +4% | +$1.71M | 0.84% | 27 |
|
|
2023
Q3 | $38.5M | Buy |
302,774
+16,737
| +6% | +$2.13M | 0.83% | 28 |
|
|
2023
Q2 | $37.3M | Buy |
286,037
+11,267
| +4% | +$1.47M | 0.83% | 30 |
|
|
2023
Q1 | $28.4M | Buy |
274,770
+33,706
| +14% | +$3.48M | 0.67% | 36 |
|
|
2022
Q4 | $20.2M | Buy |
241,064
+106,395
| +79% | +$8.94M | 0.59% | 37 |
|
|
2022
Q3 | $15.2M | Buy |
134,669
+38,792
| +40% | +$4.38M | 0.56% | 35 |
|
|
2022
Q2 | $10.2M | Buy |
95,877
+91,248
| +1,971% | +$9.69M | 0.44% | 37 |
|
|
2022
Q1 | $15.1M | Sell |
4,629
-224
| -5% | -$730K | 0.57% | 28 |
|
|
2021
Q4 | $16.2M | Buy |
4,853
+12
| +0.2% | +$40K | 0.57% | 27 |
|
|
2021
Q3 | $15.9M | Buy |
4,841
+201
| +4% | +$660K | 0.63% | 29 |
|
|
2021
Q2 | $16M | Sell |
4,640
-73
| -2% | -$251K | 0.66% | 28 |
|
|
2021
Q1 | $14.6M | Buy |
4,713
+159
| +3% | +$492K | 0.68% | 26 |
|
|
2020
Q4 | $14.8M | Buy |
4,554
+331
| +8% | +$1.07M | 0.77% | 24 |
|
|
2020
Q3 | $13.3M | Sell |
4,223
-8
| -0.2% | -$25.2K | 0.92% | 22 |
|
|
2020
Q2 | $11.8M | Buy |
4,231
+126
| +3% | +$351K | 0.85% | 23 |
|
|
2020
Q1 | $8.22M | Buy |
4,105
+320
| +8% | +$641K | 0.73% | 26 |
|
|
2019
Q4 | $6.99M | Buy |
3,785
+161
| +4% | +$297K | 0.55% | 37 |
|
|
2019
Q3 | $6.29M | Buy |
3,624
+788
| +28% | +$1.37M | 0.56% | 36 |
|
|
2019
Q2 | $5.37M | Buy |
2,836
+1,213
| +75% | +$2.3M | 0.42% | 44 |
|
|
2019
Q1 | $2.91M | Buy |
1,623
+323
| +25% | +$579K | 0.43% | 55 |
|
|
2018
Q4 | $1.95M | Buy |
1,300
+416
| +47% | +$625K | 0.33% | 73 |
|
|
2018
Q3 | $1.77M | Sell |
884
-93
| -10% | -$186K | 0.42% | 44 |
|
|
2018
Q2 | $1.66M | Sell |
977
-654
| -40% | -$1.11M | 0.35% | 49 |
|
|
2018
Q1 | $2.51M | Buy |
1,631
+873
| +115% | +$1.34M | 0.55% | 38 |
|
|
2017
Q4 | $886K | Buy |
758
+153
| +25% | +$179K | 0.1% | 83 |
|
|
2017
Q3 | $582K | Sell |
605
-52
| -8% | -$50K | 0.21% | 68 |
|
|
2017
Q2 | $636K | Buy |
+657
| New | +$636K | 0.19% | 89 |
|