SFA
Sequoia Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244M | Buy |
1,111,807
+42,859
| +4% | +$9.4M | 1.67% | 11 |
|
|
2025
Q1 | $203M | Buy |
1,068,948
+130,698
| +14% | +$24.9M | 1.57% | 11 |
|
|
2024
Q4 | $206M | Sell |
938,250
-162,023
| -15% | -$35.5M | 1.98% | 7 |
|
|
2024
Q3 | $205M | Sell |
1,100,273
-1,310
| -0.1% | -$244K | 2.2% | 7 |
|
|
2024
Q2 | $213M | Buy |
1,101,583
+12,082
| +1% | +$2.33M | 2.57% | 7 |
|
|
2024
Q1 | $197M | Sell |
1,089,501
-52,891
| -5% | -$9.54M | 2.44% | 7 |
|
|
2023
Q4 | $174M | Buy |
1,142,392
+281,968
| +33% | +$42.8M | 2.15% | 7 |
|
|
2023
Q3 | $109M | Buy |
860,424
+22,722
| +3% | +$2.89M | 1.92% | 10 |
|
|
2023
Q2 | $109M | Buy |
837,702
+465,599
| +125% | +$60.7M | 1.87% | 9 |
|
|
2023
Q1 | $38.4M | Buy |
372,103
+40,615
| +12% | +$4.2M | 0.85% | 22 |
|
|
2022
Q4 | $27.8M | Buy |
331,488
+124,961
| +61% | +$10.5M | 0.68% | 28 |
|
|
2022
Q3 | $23.3M | Sell |
206,527
-31,224
| -13% | -$3.53M | 0.74% | 27 |
|
|
2022
Q2 | $25.3M | Buy |
237,751
+225,338
| +1,815% | +$23.9M | 0.71% | 25 |
|
|
2022
Q1 | $40.5M | Buy |
12,413
+984
| +9% | +$3.21M | 1.01% | 23 |
|
|
2021
Q4 | $38.1M | Buy |
11,429
+8,959
| +363% | +$29.9M | 1.04% | 20 |
|
|
2021
Q3 | $8.11M | Sell |
2,470
-6,217
| -72% | -$20.4M | 0.82% | 27 |
|
|
2021
Q2 | $29.9M | Buy |
8,687
+1,520
| +21% | +$5.23M | 1.09% | 17 |
|
|
2021
Q1 | $22.2M | Buy |
7,167
+566
| +9% | +$1.75M | 0.93% | 21 |
|
|
2020
Q4 | $21.5M | Buy |
6,601
+404
| +7% | +$1.32M | 0.98% | 19 |
|
|
2020
Q3 | $19.5M | Sell |
6,197
-189
| -3% | -$595K | 1.03% | 18 |
|
|
2020
Q2 | $17.6M | Buy |
6,386
+461
| +8% | +$1.27M | 1.04% | 18 |
|
|
2020
Q1 | $11.6M | Buy |
5,925
+1,553
| +36% | +$3.03M | 0.85% | 20 |
|
|
2019
Q4 | $8.08M | Buy |
4,372
+33
| +0.8% | +$61K | 0.51% | 25 |
|
|
2019
Q3 | $7.53M | Sell |
4,339
-81
| -2% | -$141K | 0.55% | 24 |
|
|
2019
Q2 | $8.37M | Sell |
4,420
-84
| -2% | -$159K | 0.62% | 24 |
|
|
2019
Q1 | $8.02M | Buy |
4,504
+513
| +13% | +$913K | 0.66% | 24 |
|
|
2018
Q4 | $5.99M | Buy |
3,991
+2,609
| +189% | +$3.92M | 0.69% | 27 |
|
|
2018
Q3 | $2.77M | Buy |
1,382
+181
| +15% | +$363K | 0.28% | 64 |
|
|
2018
Q2 | $2.04M | Buy |
1,201
+113
| +10% | +$192K | 0.22% | 74 |
|
|
2018
Q1 | $1.58M | Buy |
1,088
+434
| +66% | +$628K | 0.17% | 88 |
|
|
2017
Q4 | $765K | Buy |
654
+111
| +20% | +$130K | 0.08% | 128 |
|
|
2017
Q3 | $522K | Buy |
543
+73
| +16% | +$70.2K | 0.06% | 146 |
|
|
2017
Q2 | $455K | Buy |
470
+178
| +61% | +$172K | 0.06% | 159 |
|
|
2017
Q1 | $259K | Buy |
292
+8
| +3% | +$7.1K | 0.03% | 224 |
|
|
2016
Q4 | $213K | Buy |
+284
| New | +$213K | 0.03% | 252 |
|
|
2016
Q3 | – | Sell |
-784
| Closed | -$561K | – | 251 |
|
|
2016
Q2 | $561K | Buy |
784
+14
| +2% | +$10K | 0.16% | 104 |
|
|
2016
Q1 | $457K | Sell |
770
-7
| -0.9% | -$4.16K | 0.15% | 99 |
|
|
2015
Q4 | $525K | Hold |
777
| – | – | 0.21% | 88 |
|
|
2015
Q3 | $398K | Sell |
777
-40
| -5% | -$20.5K | 0.17% | 98 |
|
|
2015
Q2 | $355K | Sell |
817
-243
| -23% | -$106K | 0.15% | 120 |
|
|
2015
Q1 | $394K | Sell |
1,060
-61
| -5% | -$22.7K | 0.18% | 103 |
|
|
2014
Q4 | $348K | Buy |
1,121
+247
| +28% | +$76.7K | 0.24% | 92 |
|
|
2014
Q3 | $282K | Hold |
874
| – | – | 0.2% | 117 |
|
|
2014
Q2 | $284K | Buy |
874
+5
| +0.6% | +$1.63K | 0.22% | 105 |
|
|
2014
Q1 | $292K | Buy |
869
+100
| +13% | +$33.6K | 0.24% | 108 |
|
|
2013
Q4 | $307K | Buy |
+769
| New | +$307K | 0.25% | 99 |
|