Seven Post Investment Office’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,200
| – | – | 0.1% | 31 |
|
|
2025
Q1 | $228K | Hold |
1,200
| – | – | 0.09% | 32 |
|
|
2024
Q4 | $263K | Sell |
1,200
-220
| -15% | -$48.3K | 0.1% | 32 |
|
|
2024
Q3 | $265K | Sell |
1,420
-1,500
| -51% | -$279K | 0.04% | 51 |
|
|
2024
Q2 | $564K | Sell |
2,920
-1,500
| -34% | -$290K | 0.1% | 38 |
|
|
2024
Q1 | $797K | Buy |
4,420
+200
| +5% | +$36.1K | 0.19% | 32 |
|
|
2023
Q4 | $641K | Sell |
4,220
-80
| -2% | -$12.2K | 0.16% | 34 |
|
|
2023
Q3 | $547K | Buy |
4,300
+80
| +2% | +$10.2K | 0.15% | 36 |
|
|
2023
Q2 | $550K | Hold |
4,220
| – | – | 0.17% | 35 |
|
|
2023
Q1 | $436K | Hold |
4,220
| – | – | 0.16% | 36 |
|
|
2022
Q4 | $354K | Hold |
4,220
| – | – | 0.12% | 41 |
|
|
2022
Q3 | $477K | Hold |
4,220
| – | – | 0.19% | 29 |
|
|
2022
Q2 | $448K | Hold |
4,220
| – | – | 0.17% | 33 |
|
|
2022
Q1 | $688K | Hold |
4,220
| – | – | 0.21% | 27 |
|
|
2021
Q4 | $703K | Buy |
4,220
+1,200
| +40% | +$200K | 0.19% | 28 |
|
|
2021
Q3 | $496K | Hold |
3,020
| – | – | 0.15% | 30 |
|
|
2021
Q2 | $519K | Hold |
3,020
| – | – | 0.16% | 30 |
|
|
2021
Q1 | $467K | Sell |
3,020
-120
| -4% | -$18.6K | 0.16% | 27 |
|
|
2020
Q4 | $512K | Sell |
3,140
-620
| -16% | -$101K | 0.21% | 25 |
|
|
2020
Q3 | $592K | Hold |
3,760
| – | – | 0.23% | 21 |
|
|
2020
Q2 | $519K | Sell |
3,760
-3,000
| -44% | -$414K | 0.22% | 25 |
|
|
2020
Q1 | $659K | Buy |
6,760
+1,000
| +17% | +$97.5K | 0.35% | 19 |
|
|
2019
Q4 | $532K | Buy |
+5,760
| New | +$532K | 0.39% | 18 |
|