Scholtz & Company’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5M Sell
57,053
-531
-0.9% -$116K 5.49% 3
2025
Q1
$11M Sell
57,584
-1,243
-2% -$236K 5.42% 3
2024
Q4
$12.9M Buy
58,827
+5,288
+10% +$1.16M 6.16% 3
2024
Q3
$9.98M Sell
53,539
-6,708
-11% -$1.25M 4.71% 6
2024
Q2
$11.6M Sell
60,247
-543
-0.9% -$105K 4.96% 7
2024
Q1
$11M Buy
60,790
+4,767
+9% +$860K 4.84% 6
2023
Q4
$8.51M Buy
56,023
+3,779
+7% +$574K 4.21% 5
2023
Q3
$6.64M Sell
52,244
-1,290
-2% -$164K 4.38% 6
2023
Q2
$6.98M Sell
53,534
-694
-1% -$90.5K 4.37% 8
2023
Q1
$5.6M Sell
54,228
-1,588
-3% -$164K 4% 11
2022
Q4
$4.69M Sell
55,816
-375
-0.7% -$31.5K 3.32% 10
2022
Q3
$5.66M Sell
56,191
-24,464
-30% -$2.47M 4.05% 9
2022
Q2
$8.57M Sell
80,655
-34,065
-30% -$3.62M 5.27% 6
2022
Q1
$18.7M Sell
114,720
-4,000
-3% -$652K 7.38% 3
2021
Q4
$19.8M Buy
118,720
+1,300
+1% +$217K 6.4% 3
2021
Q3
$19.3M Sell
117,420
-120
-0.1% -$19.7K 6.82% 3
2021
Q2
$20.2M Buy
117,540
+2,920
+3% +$502K 6.91% 2
2021
Q1
$17.7M Buy
114,620
+9,240
+9% +$1.43M 6.74% 2
2020
Q4
$17.2M Buy
105,380
+940
+0.9% +$153K 6.7% 2
2020
Q3
$16.4M Sell
104,440
-580
-0.6% -$91.3K 7.18% 2
2020
Q2
$14.5M Buy
105,020
+4,040
+4% +$557K 7.23% 2
2020
Q1
$9.84M Buy
100,980
+8,220
+9% +$801K 7.54% 2
2019
Q4
$8.57M Buy
92,760
+1,460
+2% +$135K 4.97% 4
2019
Q3
$7.92M Buy
91,300
+3,040
+3% +$264K 5.29% 4
2019
Q2
$8.36M Sell
88,260
-1,240
-1% -$117K 5.41% 3
2019
Q1
$7.97M Sell
89,500
-3,260
-4% -$290K 5.31% 4
2018
Q4
$6.97M Sell
92,760
-18,180
-16% -$1.37M 6.05% 3
2018
Q3
$11.1M Buy
110,940
+400
+0.4% +$40.1K 7.01% 1
2018
Q2
$9.4M Buy
110,540
+860
+0.8% +$73.1K 6.58% 1
2018
Q1
$7.94M Buy
109,680
+1,280
+1% +$92.6K 5.87% 1
2017
Q4
$6.34M Buy
108,400
+7,120
+7% +$416K 4.6% 3
2017
Q3
$4.87M Buy
101,280
+14,900
+17% +$716K 3.81% 5
2017
Q2
$4.18M Sell
86,380
-660
-0.8% -$31.9K 3.61% 7
2017
Q1
$3.86M Buy
87,040
+31,700
+57% +$1.41M 3.28% 14
2016
Q4
$2.08M Sell
55,340
-40,100
-42% -$1.5M 1.8% 27
2016
Q3
$4M Buy
95,440
+4,540
+5% +$190K 4.13% 10
2016
Q2
$3.25M Buy
90,900
+2,080
+2% +$74.4K 3.35% 17
2016
Q1
$2.64M Buy
88,820
+57,960
+188% +$1.72M 2.63% 19
2015
Q4
$1.04M Buy
+30,860
New +$1.04M 1.1% 33
2014
Q2
Sell
-90,900
Closed -$1.53M 79
2014
Q1
$1.53M Buy
+90,900
New +$1.53M 1.64% 27