Safeguard Investment Advisory Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.24M Sell
19,317
-1,337
-6% -$293K 1.06% 14
2025
Q1
$3.93M Buy
20,654
+4,135
+25% +$787K 1.07% 14
2024
Q4
$3.62M Sell
16,519
-450
-3% -$98.7K 0.99% 14
2024
Q3
$3.16M Sell
16,969
-875
-5% -$163K 0.9% 14
2024
Q2
$3.45M Buy
17,844
+791
+5% +$153K 1.07% 14
2024
Q1
$3.08M Sell
17,053
-17
-0.1% -$3.07K 1.04% 14
2023
Q4
$2.59M Sell
17,070
-515
-3% -$78.2K 0.98% 15
2023
Q3
$2.24M Sell
17,585
-496
-3% -$63.1K 0.97% 16
2023
Q2
$2.36M Buy
18,081
+547
+3% +$71.3K 1% 17
2023
Q1
$1.81M Buy
17,534
+1,214
+7% +$125K 0.87% 24
2022
Q4
$1.37M Buy
16,320
+62
+0.4% +$5.21K 0.85% 27
2022
Q3
$1.84M Buy
16,258
+15,575
+2,280% +$1.76M 1.26% 21
2022
Q2
$2.23M Sell
683
-12,977
-95% -$42.3M 1.37% 19
2022
Q1
$2.23M Buy
13,660
+2,300
+20% +$375K 1.52% 17
2021
Q4
$1.89M Buy
11,360
+160
+1% +$26.7K 1.1% 22
2021
Q3
$1.84M Buy
11,200
+3,040
+37% +$499K 1.19% 23
2021
Q2
$1.4M Buy
8,160
+340
+4% +$58.5K 1% 21
2021
Q1
$1.21M Sell
7,820
-8,660
-53% -$1.34M 1.08% 22
2020
Q4
$2.68M Buy
+16,480
New +$2.68M 2.38% 8