Powell Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
+39,360
| New | +$8.64M | 3.24% | 7 |
|
|
2025
Q1 | – | Sell |
-30,955
| Closed | -$6.79M | – | 147 |
|
|
2024
Q4 | $6.79M | Hold |
30,955
| – | – | 3.15% | 8 |
|
|
2024
Q3 | $5.77M | Buy |
30,955
+218
| +0.7% | +$40.6K | 2.69% | 10 |
|
|
2024
Q2 | $5.94M | Buy |
30,737
+243
| +0.8% | +$47K | 3.08% | 8 |
|
|
2024
Q1 | $5.5M | Sell |
30,494
-547
| -2% | -$98.7K | 2.9% | 9 |
|
|
2023
Q4 | $4.72M | Sell |
31,041
-270
| -0.9% | -$41K | 2.61% | 10 |
|
|
2023
Q3 | $3.98M | Buy |
31,311
+1,847
| +6% | +$235K | 2.39% | 11 |
|
|
2023
Q2 | $3.84M | Hold |
29,464
| – | – | 2.24% | 12 |
|
|
2023
Q1 | $3.04M | Buy |
29,464
+3,778
| +15% | +$390K | 1.69% | 13 |
|
|
2022
Q4 | $2.16M | Buy |
25,686
+12,837
| +100% | +$1.08M | 1.25% | 14 |
|
|
2022
Q3 | $1.45M | Sell |
12,849
-513
| -4% | -$58K | 0.95% | 18 |
|
|
2022
Q2 | $1.42M | Buy |
13,362
+5,262
| +65% | +$559K | 0.86% | 18 |
|
|
2022
Q1 | $1.32M | Buy |
8,100
+6,000
| +286% | +$978K | 0.77% | 18 |
|
|
2021
Q4 | $350K | Hold |
2,100
| – | – | 0.2% | 68 |
|
|
2021
Q3 | $345K | Sell |
2,100
-300
| -13% | -$49.3K | 0.21% | 66 |
|
|
2021
Q2 | $413K | Buy |
2,400
+1,000
| +71% | +$172K | 0.25% | 53 |
|
|
2021
Q1 | $217K | Sell |
1,400
-60
| -4% | -$9.3K | 0.14% | 91 |
|
|
2020
Q4 | $238K | Hold |
1,460
| – | – | 0.18% | 76 |
|
|
2020
Q3 | $230K | Buy |
+1,460
| New | +$230K | 0.2% | 79 |
|