SDAM
Shulman DeMeo Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
4,395
-35
| -0.8% | -$7.68K | 0.24% | 33 |
|
|
2025
Q1 | $843K | Buy |
4,430
+235
| +6% | +$44.7K | 0.24% | 35 |
|
|
2024
Q4 | $920K | Sell |
4,195
-107
| -2% | -$23.5K | 0.25% | 33 |
|
|
2024
Q3 | $802K | Sell |
4,302
-5
| -0.1% | -$932 | 0.2% | 41 |
|
|
2024
Q2 | $832K | Buy |
4,307
+59
| +1% | +$11.4K | 0.22% | 37 |
|
|
2024
Q1 | $766K | Sell |
4,248
-10
| -0.2% | -$1.8K | 0.2% | 39 |
|
|
2023
Q4 | $647K | Buy |
4,258
+706
| +20% | +$107K | 0.18% | 45 |
|
|
2023
Q3 | $452K | Sell |
3,552
-18
| -0.5% | -$2.29K | 0.15% | 64 |
|
|
2023
Q2 | $465K | Buy |
3,570
+27
| +0.8% | +$3.52K | 0.14% | 61 |
|
|
2023
Q1 | $366K | Sell |
3,543
-8
| -0.2% | -$826 | 0.11% | 85 |
|
|
2022
Q4 | $298K | Buy |
3,551
+131
| +4% | +$11K | 0.1% | 98 |
|
|
2022
Q3 | $386K | Sell |
3,420
-23
| -0.7% | -$2.6K | 0.14% | 75 |
|
|
2022
Q2 | $366K | Buy |
3,443
+3,317
| +2,633% | +$353K | 0.12% | 86 |
|
|
2022
Q1 | $411K | Buy |
126
+12
| +11% | +$39.1K | 0.11% | 88 |
|
|
2021
Q4 | $380K | Buy |
114
+9
| +9% | +$30K | 0.1% | 100 |
|
|
2021
Q3 | $345K | Buy |
+105
| New | +$345K | 0.3% | 56 |
|
|
2021
Q2 | – | Sell |
-115
| Closed | -$356K | – | 68 |
|
|
2021
Q1 | $356K | Sell |
115
-90
| -44% | -$279K | 0.1% | 97 |
|
|
2020
Q4 | $668K | Hold |
205
| – | – | 0.19% | 55 |
|
|
2020
Q3 | $645K | Hold |
205
| – | – | 0.22% | 51 |
|
|
2020
Q2 | $566K | Hold |
205
| – | – | 0.22% | 49 |
|
|
2020
Q1 | $400K | Buy |
205
+55
| +37% | +$107K | 0.19% | 53 |
|
|
2019
Q4 | $277K | Sell |
150
-65
| -30% | -$120K | 0.1% | 101 |
|
|
2019
Q3 | $373K | Hold |
215
| – | – | 0.13% | 83 |
|
|
2019
Q2 | $407K | Hold |
215
| – | – | 0.15% | 73 |
|
|
2019
Q1 | $383K | Buy |
215
+20
| +10% | +$35.6K | 0.15% | 71 |
|
|
2018
Q4 | $293K | Buy |
+195
| New | +$293K | 0.16% | 48 |
|