SIA
Schechter Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.7M | Sell |
87,733
-13,094
| -13% | -$2.49M | 1.37% | 14 |
|
|
2024
Q4 | $22.1M | Sell |
100,827
-8,042
| -7% | -$1.76M | 1.69% | 13 |
|
|
2024
Q3 | $20.3M | Buy |
108,869
+1,618
| +2% | +$301K | 1.49% | 13 |
|
|
2024
Q2 | $20.7M | Sell |
107,251
-3,610
| -3% | -$698K | 1.56% | 13 |
|
|
2024
Q1 | $20M | Sell |
110,861
-883
| -0.8% | -$159K | 1.5% | 13 |
|
|
2023
Q4 | $17M | Sell |
111,744
-782
| -0.7% | -$119K | 1.47% | 12 |
|
|
2023
Q3 | $14.3M | Buy |
112,526
+1,061
| +1% | +$135K | 1.39% | 14 |
|
|
2023
Q2 | $14.5M | Buy |
111,465
+11,716
| +12% | +$1.53M | 1.3% | 14 |
|
|
2023
Q1 | $10.3M | Buy |
99,749
+14,789
| +17% | +$1.53M | 0.95% | 18 |
|
|
2022
Q4 | $7.14M | Sell |
84,960
-14,833
| -15% | -$1.25M | 0.65% | 17 |
|
|
2022
Q3 | $11.3M | Buy |
99,793
+2,971
| +3% | +$336K | 1.11% | 8 |
|
|
2022
Q2 | $10.3M | Buy |
96,822
+92,358
| +2,069% | +$9.81M | 1% | 9 |
|
|
2022
Q1 | $14.6M | Sell |
4,464
-229
| -5% | -$747K | 1.35% | 6 |
|
|
2021
Q4 | $15.6M | Buy |
+4,693
| New | +$15.6M | 1.41% | 7 |
|