Schubert & Co’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
3,106
+1,468
| +90% | +$322K | 0.48% | 29 |
|
|
2025
Q1 | $312K | Buy |
1,638
+202
| +14% | +$38.4K | 0.21% | 47 |
|
|
2024
Q4 | $315K | Buy |
1,436
+244
| +20% | +$53.5K | 0.21% | 45 |
|
|
2024
Q3 | $222K | Buy |
+1,192
| New | +$222K | 0.16% | 57 |
|
|
2023
Q2 | – | Sell |
-542
| Closed | -$56K | – | 115 |
|
|
2023
Q1 | $56K | Buy |
542
+134
| +33% | +$13.8K | 0.05% | 66 |
|
|
2022
Q4 | $34.3K | Sell |
408
-289
| -41% | -$24.3K | 0.03% | 76 |
|
|
2022
Q3 | $79K | Sell |
697
-4
| -0.6% | -$453 | 0.08% | 51 |
|
|
2022
Q2 | $74K | Buy |
701
+181
| +35% | +$19.1K | 0.07% | 56 |
|
|
2022
Q1 | $85K | Buy |
520
+60
| +13% | +$9.81K | 0.09% | 40 |
|
|
2021
Q4 | $77K | Buy |
+460
| New | +$77K | 0.08% | 37 |
|