Stamos Capital Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.2M | Buy |
37,393
+14,056
| +60% | +$3.08M | 1.47% | 15 |
|
2025
Q1 | $4.44M | Buy |
23,337
+3,977
| +21% | +$757K | 1.16% | 21 |
|
2024
Q4 | $4.25M | Sell |
19,360
-1,750
| -8% | -$384K | 1% | 29 |
|
2024
Q3 | $3.93M | Buy |
21,110
+4,180
| +25% | +$779K | 0.93% | 30 |
|
2024
Q2 | $3.27M | Buy |
16,930
+1,640
| +11% | +$317K | 0.69% | 32 |
|
2024
Q1 | $2.76M | Sell |
15,290
-4,380
| -22% | -$790K | 0.63% | 38 |
|
2023
Q4 | $2.99M | Sell |
19,670
-1,410
| -7% | -$214K | 0.81% | 32 |
|
2023
Q3 | $2.68M | Sell |
21,080
-9,860
| -32% | -$1.25M | 0.6% | 53 |
|
2023
Q2 | $4.03M | Sell |
30,940
-13,090
| -30% | -$1.71M | 0.94% | 26 |
|
2023
Q1 | $4.55M | Buy |
44,030
+8,170
| +23% | +$844K | 1.17% | 22 |
|
2022
Q4 | $3.01M | Sell |
35,860
-24,400
| -40% | -$2.05M | 0.95% | 29 |
|
2022
Q3 | $6.81M | Sell |
60,260
-17,440
| -22% | -$1.97M | 1.73% | 19 |
|
2022
Q2 | $8.25M | Buy |
77,700
+32,700
| +73% | +$3.47M | 2.5% | 17 |
|
2022
Q1 | $7.34M | Buy |
45,000
+27,000
| +150% | +$4.4M | 2.45% | 18 |
|
2021
Q4 | $3M | Buy |
18,000
+8,000
| +80% | +$1.33M | 1.39% | 26 |
|
2021
Q3 | $1.64M | Hold |
10,000
| – | – | 0.92% | 35 |
|
2021
Q2 | $1.72M | Hold |
10,000
| – | – | 0.91% | 36 |
|
2021
Q1 | $1.55M | Hold |
10,000
| – | – | 0.78% | 35 |
|
2020
Q4 | $1.63M | Hold |
10,000
| – | – | 0.69% | 35 |
|
2020
Q3 | $1.57M | Buy |
+10,000
| New | +$1.57M | 0.58% | 32 |
|
2020
Q2 | – | Sell |
-30,840
| Closed | -$3.01M | – | 57 |
|
2020
Q1 | $3.01M | Buy |
30,840
+9,160
| +42% | +$893K | 1.58% | 21 |
|
2019
Q4 | $2M | Buy |
21,680
+1,680
| +8% | +$155K | 1.62% | 18 |
|
2019
Q3 | $1.74M | Hold |
20,000
| – | – | 1.54% | 21 |
|
2019
Q2 | $1.92M | Sell |
20,000
-9,600
| -32% | -$923K | 1.92% | 18 |
|
2019
Q1 | $2.47M | Sell |
29,600
-26,400
| -47% | -$2.21M | 3.17% | 7 |
|
2018
Q4 | $4.21M | Buy |
+56,000
| New | +$4.21M | 3.17% | 5 |
|