Pettinga Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
5,794
-631
| -10% | -$158K | 0.22% | 63 |
|
|
2026
Q1 | $1.34M | Buy |
6,425
+210
| +3% | +$46.2K | 0.25% | 60 |
|
|
2025
Q4 | $1.43M | Buy |
6,215
+621
| +11% | +$142K | 0.27% | 59 |
|
|
2025
Q3 | $1.23M | Buy |
5,594
+65
| +1% | +$14.7K | 0.24% | 59 |
|
|
2025
Q2 | $1.21M | Buy |
5,529
+179
| +3% | +$35.4K | 0.27% | 56 |
|
|
2025
Q1 | $1.02M | Sell |
5,350
-140
| -3% | -$30.4K | 0.24% | 58 |
|
|
2024
Q4 | $1.2M | Sell |
5,490
-22
| -0.4% | -$4.5K | 0.27% | 51 |
|
|
2024
Q3 | $1.03M | Buy |
5,512
+225
| +4% | +$41.1K | 0.24% | 49 |
|
|
2024
Q2 | $1.02M | Buy |
5,287
+290
| +6% | +$53.3K | 0.26% | 54 |
|
|
2024
Q1 | $901K | Sell |
4,997
-200
| -4% | -$33.4K | 0.23% | 60 |
|
|
2023
Q4 | $790K | Sell |
5,197
-220
| -4% | -$30.8K | 0.21% | 61 |
|
|
2023
Q3 | $689K | Sell |
5,417
-21
| -0.4% | -$2.81K | 0.21% | 52 |
|
|
2023
Q2 | $709K | Buy |
5,438
+78
| +1% | +$8.91K | 0.21% | 48 |
|
|
2023
Q1 | $554K | Sell |
5,360
-975
| -15% | -$94.2K | 0.17% | 57 |
|
|
2022
Q4 | $532K | Buy |
6,335
+1,275
| +25% | +$126K | 0.17% | 66 |
|
|
2022
Q3 | $572K | Sell |
5,060
-160
| -3% | -$20.2K | 0.2% | 60 |
|
|
2022
Q2 | $555K | Sell |
5,220
-500
| -9% | -$62.6K | 0.17% | 64 |
|
|
2022
Q1 | $933K | Hold |
5,720
| – | – | 0.23% | 57 |
|
|
2021
Q4 | $954K | Sell |
5,720
-800
| -12% | -$137K | 0.23% | 59 |
|
|
2021
Q3 | $1.07M | Hold |
6,520
| – | – | 0.27% | 50 |
|
|
2021
Q2 | $1.12M | Buy |
6,520
+1,300
| +25% | +$216K | 0.3% | 47 |
|
|
2021
Q1 | $807K | Sell |
5,220
-600
| -10% | -$95.1K | 0.24% | 53 |
|
|
2020
Q4 | $948K | Buy |
5,820
+520
| +10% | +$83K | 0.34% | 42 |
|
|
2020
Q3 | $835K | Buy |
5,300
+100
| +2% | +$15.8K | 0.35% | 40 |
|
|
2020
Q2 | $717K | Buy |
5,200
+200
| +4% | +$24.2K | 0.35% | 38 |
|
|
2020
Q1 | $488K | Sell |
5,000
-2,100
| -30% | -$203K | 0.33% | 42 |
|
|
2019
Q4 | $656K | Buy |
7,100
+2,000
| +39% | +$177K | 0.35% | 47 |
|
|
2019
Q3 | $443K | Sell |
5,100
-940
| -16% | -$87.2K | 0.24% | 61 |
|
|
2019
Q2 | $572K | Buy |
6,040
+220
| +4% | +$20.5K | 0.3% | 53 |
|
|
2019
Q1 | $518K | Sell |
5,820
-200
| -3% | -$16.6K | 0.28% | 52 |
|
|
2018
Q4 | $452K | Buy |
+6,020
| New | +$500K | 0.3% | 54 |
|
Other funds holding AMZN
Pettinga Financial Advisors's AMZN Position: Q2 2026 in Review
Pettinga Financial Advisors reduced its Amazon (AMZN) stake by 9.8% in Q2 2026, selling an estimated $158K and leaving 5,794 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #63.
Pettinga Financial Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.43M in Q4 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Pettinga Financial Advisors held 5,794 shares of Amazon worth $1.38M as of Q2 2026.
- Pettinga Financial Advisors sold 631 Amazon shares in Q2 2026, an estimated $158K.
- Amazon made up 0.22% of Pettinga Financial Advisors's portfolio in Q2 2026, its #63 holding.
- Pettinga Financial Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- Pettinga Financial Advisors's Amazon position peaked at $1.43M in Q4 2025.
- 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.