PHAM
Palisades Hudson Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
11,658
+7
| +0.1% | +$1.54K | 1% | 24 |
|
|
2025
Q1 | $2.22M | Sell |
11,651
-1,107
| -9% | -$211K | 1.01% | 24 |
|
|
2024
Q4 | $2.8M | Sell |
12,758
-10
| -0.1% | -$2.19K | 1.18% | 22 |
|
|
2024
Q3 | $2.38M | Buy |
12,768
+1,074
| +9% | +$200K | 1% | 24 |
|
|
2024
Q2 | $2.26M | Sell |
11,694
-72
| -0.6% | -$13.9K | 1.04% | 22 |
|
|
2024
Q1 | $2.12M | Buy |
11,766
+23
| +0.2% | +$4.15K | 0.97% | 23 |
|
|
2023
Q4 | $1.78M | Sell |
11,743
-308
| -3% | -$46.8K | 0.87% | 20 |
|
|
2023
Q3 | $1.53M | Buy |
12,051
+93
| +0.8% | +$11.8K | 0.84% | 21 |
|
|
2023
Q2 | $1.56M | Sell |
11,958
-702
| -6% | -$91.5K | 0.81% | 22 |
|
|
2023
Q1 | $1.31M | Sell |
12,660
-720
| -5% | -$74.4K | 0.7% | 23 |
|
|
2022
Q4 | $1.12M | Hold |
13,380
| – | – | 0.62% | 24 |
|
|
2022
Q3 | $1.51M | Hold |
13,380
| – | – | 0.92% | 20 |
|
|
2022
Q2 | $1.42M | Buy |
13,380
+12,705
| +1,882% | +$1.35M | 0.8% | 20 |
|
|
2022
Q1 | $2.2M | Buy |
675
+2
| +0.3% | +$6.52K | 1.03% | 17 |
|
|
2021
Q4 | $2.24M | Buy |
673
+4
| +0.6% | +$13.3K | 0.96% | 19 |
|
|
2021
Q3 | $2.2M | Hold |
669
| – | – | 1.01% | 18 |
|
|
2021
Q2 | $2.3M | Hold |
669
| – | – | 1.03% | 18 |
|
|
2021
Q1 | $2.07M | Hold |
669
| – | – | 0.99% | 19 |
|
|
2020
Q4 | $2.18M | Hold |
669
| – | – | 1.13% | 17 |
|
|
2020
Q3 | $2.11M | Hold |
669
| – | – | 1.36% | 17 |
|
|
2020
Q2 | $1.85M | Hold |
669
| – | – | 1.26% | 17 |
|
|
2020
Q1 | $1.3M | Hold |
669
| – | – | 1.11% | 18 |
|
|
2019
Q4 | $1.24M | Hold |
669
| – | – | 0.79% | 21 |
|
|
2019
Q3 | $1.16M | Hold |
669
| – | – | 0.81% | 21 |
|
|
2019
Q2 | $1.27M | Sell |
669
-101
| -13% | -$191K | 0.88% | 19 |
|
|
2019
Q1 | $1.37M | Sell |
770
-198
| -20% | -$353K | 0.89% | 19 |
|
|
2018
Q4 | $1.45M | Hold |
968
| – | – | 0.85% | 19 |
|
|
2018
Q3 | $1.94M | Sell |
968
-14
| -1% | -$28K | 1% | 17 |
|
|
2018
Q2 | $1.67M | Hold |
982
| – | – | 0.9% | 17 |
|
|
2018
Q1 | $1.42M | Hold |
982
| – | – | 0.77% | 17 |
|
|
2017
Q4 | $1.15M | Hold |
982
| – | – | 0.63% | 19 |
|
|
2017
Q3 | $944K | Sell |
982
-16
| -2% | -$15.4K | 0.54% | 21 |
|
|
2017
Q2 | $966K | Sell |
998
-406
| -29% | -$393K | 0.57% | 22 |
|
|
2017
Q1 | $1.25M | Hold |
1,404
| – | – | 0.79% | 16 |
|
|
2016
Q4 | $1.05M | Hold |
1,404
| – | – | 0.64% | 18 |
|
|
2016
Q3 | $1.18M | Hold |
1,404
| – | – | 0.9% | 16 |
|
|
2016
Q2 | $1.01M | Sell |
1,404
-33
| -2% | -$23.6K | 0.82% | 15 |
|
|
2016
Q1 | $854K | Buy |
1,437
+28
| +2% | +$16.6K | 0.67% | 16 |
|
|
2015
Q4 | $952K | Sell |
1,409
-18
| -1% | -$12.2K | 0.8% | 16 |
|
|
2015
Q3 | $730K | Sell |
1,427
-28
| -2% | -$14.3K | 0.65% | 17 |
|
|
2015
Q2 | $631K | Hold |
1,455
| – | – | 0.54% | 20 |
|
|
2015
Q1 | $541K | Buy |
1,455
+450
| +45% | +$167K | 0.42% | 28 |
|
|
2014
Q4 | $312K | Sell |
1,005
-67
| -6% | -$20.8K | 0.25% | 61 |
|
|
2014
Q3 | $346K | Hold |
1,072
| – | – | 0.28% | 50 |
|
|
2014
Q2 | $348K | Hold |
1,072
| – | – | 0.29% | 39 |
|
|
2014
Q1 | $361K | Hold |
1,072
| – | – | 0.31% | 36 |
|
|
2013
Q4 | $428K | Hold |
1,072
| – | – | 0.36% | 28 |
|
|
2013
Q3 | $335K | Hold |
1,072
| – | – | 0.3% | 32 |
|
|
2013
Q2 | $298K | Buy |
+1,072
| New | +$298K | 0.28% | 38 |
|