SMA
Sage Mountain Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
71,982
+10,093
| +16% | +$2.21M | 1.03% | 16 |
|
|
2025
Q1 | $11.8M | Buy |
61,889
+2,577
| +4% | +$490K | 0.87% | 19 |
|
|
2024
Q4 | $13M | Buy |
59,312
+6,288
| +12% | +$1.38M | 0.95% | 17 |
|
|
2024
Q3 | $9.88M | Buy |
53,024
+1,862
| +4% | +$347K | 0.84% | 21 |
|
|
2024
Q2 | $9.89M | Buy |
51,162
+8,591
| +20% | +$1.66M | 0.91% | 19 |
|
|
2024
Q1 | $7.68M | Buy |
42,571
+2,495
| +6% | +$450K | 0.8% | 21 |
|
|
2023
Q4 | $6.09M | Sell |
40,076
-167
| -0.4% | -$25.4K | 0.71% | 21 |
|
|
2023
Q3 | $5.12M | Buy |
40,243
+3,079
| +8% | +$391K | 0.7% | 21 |
|
|
2023
Q2 | $4.84M | Buy |
37,164
+2,668
| +8% | +$348K | 0.69% | 23 |
|
|
2023
Q1 | $3.56M | Buy |
34,496
+13,906
| +68% | +$1.44M | 0.57% | 28 |
|
|
2022
Q4 | $1.73M | Buy |
20,590
+2,984
| +17% | +$251K | 0.39% | 28 |
|
|
2022
Q3 | $1.99M | Sell |
17,606
-348
| -2% | -$39.3K | 0.53% | 25 |
|
|
2022
Q2 | $1.91M | Buy |
17,954
+17,065
| +1,920% | +$1.81M | 0.34% | 37 |
|
|
2022
Q1 | $2.9M | Sell |
889
-533
| -37% | -$1.74M | 0.45% | 26 |
|
|
2021
Q4 | $4.74M | Buy |
1,422
+399
| +39% | +$1.33M | 0.57% | 17 |
|
|
2021
Q3 | $3.36M | Buy |
1,023
+72
| +8% | +$236K | 0.48% | 28 |
|
|
2021
Q2 | $3.27M | Buy |
951
+140
| +17% | +$481K | 0.54% | 26 |
|
|
2021
Q1 | $2.51M | Buy |
811
+164
| +25% | +$508K | 0.53% | 28 |
|
|
2020
Q4 | $2.11M | Buy |
+647
| New | +$2.11M | 0.69% | 19 |
|