Strategic Investment Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.07M Sell
32,399
-10,063
-24% -$2.2M 0.69% 34
2025
Q1
$8.08M Sell
42,462
-780
-2% -$148K 0.86% 31
2024
Q4
$9.49M Sell
43,242
-1,748
-4% -$383K 1.01% 30
2024
Q3
$8.38M Buy
44,990
+356
+0.8% +$66.3K 0.92% 30
2024
Q2
$8.63M Buy
44,634
+1,254
+3% +$242K 1.05% 27
2024
Q1
$7.82M Buy
43,380
+17,962
+71% +$3.24M 1% 27
2023
Q4
$3.86M Buy
25,418
+861
+4% +$131K 0.56% 40
2023
Q3
$3.12M Buy
24,557
+434
+2% +$55.2K 0.51% 37
2023
Q2
$3.14M Buy
24,123
+696
+3% +$90.7K 0.44% 31
2023
Q1
$2.42M Sell
23,427
-1,089
-4% -$112K 0.44% 37
2022
Q4
$2.06M Buy
24,516
+1,933
+9% +$162K 0.43% 41
2022
Q3
$2.55M Buy
22,583
+687
+3% +$77.6K 0.58% 33
2022
Q2
$2.33M Buy
21,896
+4,236
+24% +$450K 0.46% 36
2022
Q1
$2.88M Buy
17,660
+2,920
+20% +$476K 0.54% 33
2021
Q4
$2.46M Buy
14,740
+1,540
+12% +$257K 0.47% 41
2021
Q3
$2.17M Sell
13,200
-6,860
-34% -$1.13M 0.48% 41
2021
Q2
$3.45M Buy
20,060
+2,680
+15% +$461K 0.79% 31
2021
Q1
$2.69M Buy
17,380
+2,500
+17% +$387K 0.7% 34
2020
Q4
$2.42M Buy
14,880
+4,860
+49% +$791K 0.7% 37
2020
Q3
$1.6M Buy
10,020
+1,220
+14% +$195K 0.54% 47
2020
Q2
$1.21M Buy
8,800
+4,180
+90% +$577K 0.46% 52
2020
Q1
$450K Buy
4,620
+940
+26% +$91.6K 0.21% 86
2019
Q4
$340K Buy
3,680
+20
+0.5% +$1.85K 0.14% 117
2019
Q3
$318K Buy
3,660
+1,160
+46% +$101K 0.15% 107
2019
Q2
$237K Sell
2,500
-80
-3% -$7.58K 0.13% 123
2019
Q1
$230K Sell
2,580
-6,460
-71% -$576K 0.16% 114
2018
Q4
$679K Buy
+9,040
New +$679K 0.61% 41