OIA
Optimum Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
18,651
+100
| +0.5% | +$21.9K | 1.78% | 9 |
|
|
2025
Q1 | $3.53M | Sell |
18,551
-135
| -0.7% | -$25.7K | 1.66% | 11 |
|
|
2024
Q4 | $4.1M | Buy |
18,686
+463
| +3% | +$102K | 1.81% | 8 |
|
|
2024
Q3 | $3.4M | Buy |
18,223
+813
| +5% | +$151K | 1.47% | 11 |
|
|
2024
Q2 | $3.36M | Buy |
17,410
+570
| +3% | +$110K | 1.51% | 10 |
|
|
2024
Q1 | $3.04M | Buy |
16,840
+750
| +5% | +$135K | 1.4% | 11 |
|
|
2023
Q4 | $2.44M | Buy |
16,090
+350
| +2% | +$53.2K | 1.23% | 10 |
|
|
2023
Q3 | $2M | Sell |
15,740
-430
| -3% | -$54.7K | 1.02% | 15 |
|
|
2023
Q2 | $2.11M | Sell |
16,170
-1,640
| -9% | -$214K | 1.03% | 15 |
|
|
2023
Q1 | $1.84M | Buy |
17,810
+150
| +0.8% | +$15.5K | 0.96% | 18 |
|
|
2022
Q4 | $1.48M | Sell |
17,660
-430
| -2% | -$36.1K | 0.8% | 24 |
|
|
2022
Q3 | $2.04M | Sell |
18,090
-1,050
| -5% | -$119K | 1.1% | 11 |
|
|
2022
Q2 | $2.03M | Buy |
19,140
+17,993
| +1,569% | +$1.91M | 1.02% | 14 |
|
|
2022
Q1 | $3.74M | Buy |
1,147
+1
| +0.1% | +$3.26K | 1.58% | 7 |
|
|
2021
Q4 | $3.82M | Buy |
1,146
+8
| +0.7% | +$26.7K | 1.49% | 7 |
|
|
2021
Q3 | $3.74M | Sell |
1,138
-463
| -29% | -$1.52M | 1.58% | 7 |
|
|
2021
Q2 | $5.51M | Sell |
1,601
-471
| -23% | -$1.62M | 1.72% | 7 |
|
|
2021
Q1 | $6.41M | Buy |
2,072
+11
| +0.5% | +$34K | 1.88% | 6 |
|
|
2020
Q4 | $6.71M | Buy |
2,061
+8
| +0.4% | +$26.1K | 2.04% | 6 |
|
|
2020
Q3 | $6.46M | Sell |
2,053
-77
| -4% | -$242K | 2.17% | 5 |
|
|
2020
Q2 | $5.88M | Sell |
2,130
-220
| -9% | -$607K | 2.05% | 5 |
|
|
2020
Q1 | $4.58M | Sell |
2,350
-42
| -2% | -$81.9K | 1.88% | 9 |
|
|
2019
Q4 | $4.42M | Buy |
2,392
+11
| +0.5% | +$20.3K | 1.31% | 10 |
|
|
2019
Q3 | $4.13M | Sell |
2,381
-35
| -1% | -$60.8K | 1.3% | 13 |
|
|
2019
Q2 | $4.58M | Buy |
2,416
+207
| +9% | +$392K | 1.48% | 8 |
|
|
2019
Q1 | $3.93M | Sell |
2,209
-47
| -2% | -$83.7K | 1.29% | 10 |
|
|
2018
Q4 | $3.39M | Sell |
2,256
-107
| -5% | -$161K | 1.17% | 15 |
|
|
2018
Q3 | $4.73M | Sell |
2,363
-152
| -6% | -$304K | 1.31% | 9 |
|
|
2018
Q2 | $4.28M | Buy |
2,515
+14
| +0.6% | +$23.8K | 1.23% | 12 |
|
|
2018
Q1 | $3.62M | Sell |
2,501
-170
| -6% | -$246K | 1.06% | 15 |
|
|
2017
Q4 | $3.12M | Sell |
2,671
-80
| -3% | -$93.6K | 0.99% | 20 |
|
|
2017
Q3 | $2.65M | Buy |
2,751
+150
| +6% | +$144K | 0.89% | 24 |
|
|
2017
Q2 | $2.52M | Buy |
2,601
+225
| +9% | +$218K | 0.87% | 25 |
|
|
2017
Q1 | $2.11M | Buy |
2,376
+115
| +5% | +$102K | 0.75% | 31 |
|
|
2016
Q4 | $1.7M | Buy |
2,261
+364
| +19% | +$273K | 0.64% | 38 |
|
|
2016
Q3 | $1.59M | Buy |
1,897
+375
| +25% | +$314K | 0.6% | 43 |
|
|
2016
Q2 | $1.09M | Buy |
1,522
+370
| +32% | +$265K | 0.42% | 64 |
|
|
2016
Q1 | $684K | Sell |
1,152
-180
| -14% | -$107K | 0.27% | 113 |
|
|
2015
Q4 | $900K | Buy |
1,332
+807
| +154% | +$545K | 0.35% | 85 |
|
|
2015
Q3 | $269K | Buy |
+525
| New | +$269K | 0.11% | 213 |
|
|
2015
Q1 | $231K | Hold |
622
| – | – | 0.07% | 263 |
|
|
2014
Q4 | $193K | Hold |
622
| – | – | 0.06% | 269 |
|
|
2014
Q3 | $198K | Hold |
622
| – | – | 0.07% | 253 |
|
|
2014
Q2 | $202K | Buy |
622
+200
| +47% | +$65K | 0.07% | 256 |
|
|
2014
Q1 | $142K | Hold |
422
| – | – | 0.05% | 263 |
|
|
2013
Q4 | $168K | Hold |
422
| – | – | 0.06% | 243 |
|
|
2013
Q3 | $132K | Buy |
+422
| New | +$132K | 0.05% | 254 |
|