Summit Asset Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.69M | Buy |
41,740
+5,143
| +14% | +$1.13M | 1.21% | 21 |
|
|
2025
Q4 | $8.45M | Buy |
36,597
+302
| +0.8% | +$69.1K | 1.2% | 22 |
|
|
2025
Q3 | $7.97M | Buy |
36,295
+350
| +1% | +$79.2K | 1.23% | 23 |
|
|
2025
Q2 | $7.89M | Sell |
35,945
-102
| -0.3% | -$20.2K | 1.28% | 21 |
|
|
2025
Q1 | $6.86M | Sell |
36,047
-1,130
| -3% | -$245K | 1.19% | 20 |
|
|
2024
Q4 | $8.16M | Buy |
37,177
+17,400
| +88% | +$3.56M | 1.43% | 18 |
|
|
2024
Q3 | $3.69M | Buy |
19,777
+225
| +1% | +$41.1K | 0.69% | 24 |
|
|
2024
Q2 | $3.78M | Buy |
19,552
+1,435
| +8% | +$264K | 0.78% | 23 |
|
|
2024
Q1 | $3.27M | Buy |
18,117
+185
| +1% | +$30.9K | 0.7% | 26 |
|
|
2023
Q4 | $2.72M | Buy |
17,932
+40
| +0.2% | +$5.61K | 0.65% | 26 |
|
|
2023
Q3 | $2.27M | Hold |
17,892
| – | – | 0.62% | 26 |
|
|
2023
Q2 | $2.33M | Hold |
17,892
| – | – | 0.61% | 27 |
|
|
2023
Q1 | $1.85M | Buy |
17,892
+253
| +1% | +$24.4K | 0.51% | 28 |
|
|
2022
Q4 | $1.48M | Sell |
17,639
-3,411
| -16% | -$337K | 0.43% | 32 |
|
|
2022
Q3 | $2.38M | Buy |
21,050
+130
| +0.6% | +$16.4K | 0.77% | 25 |
|
|
2022
Q2 | $2.22M | Buy |
20,920
+40
| +0.2% | +$5K | 0.69% | 27 |
|
|
2022
Q1 | $3.4M | Buy |
20,880
+1,120
| +6% | +$173K | 0.98% | 20 |
|
|
2021
Q4 | $3.29M | Buy |
19,760
+1,180
| +6% | +$202K | 0.93% | 18 |
|
|
2021
Q3 | $3.05M | Buy |
18,580
+3,020
| +19% | +$521K | 0.96% | 18 |
|
|
2021
Q2 | $2.68M | Buy |
15,560
+200
| +1% | +$33.2K | 0.84% | 21 |
|
|
2021
Q1 | $2.38M | Buy |
15,360
+920
| +6% | +$146K | 0.81% | 21 |
|
|
2020
Q4 | $2.35M | Buy |
14,440
+60
| +0.4% | +$9.57K | 0.86% | 20 |
|
|
2020
Q3 | $2.26M | Sell |
14,380
-140
| -1% | -$22.1K | 0.94% | 17 |
|
|
2020
Q2 | $2M | Sell |
14,520
-1,260
| -8% | -$152K | 0.91% | 17 |
|
|
2020
Q1 | $1.54M | Buy |
15,780
+1,620
| +11% | +$157K | 0.83% | 19 |
|
|
2019
Q4 | $1.31M | Buy |
14,160
+1,000
| +8% | +$88.5K | 0.56% | 26 |
|
|
2019
Q3 | $1.14M | Hold |
13,160
| – | – | 0.53% | 27 |
|
|
2019
Q2 | $1.25M | Buy |
13,160
+460
| +4% | +$42.8K | 0.59% | 24 |
|
|
2019
Q1 | $1.13M | Buy |
12,700
+3,880
| +44% | +$323K | 0.56% | 26 |
|
|
2018
Q4 | $662K | Hold |
8,820
| – | – | 0.37% | 40 |
|
|
2018
Q3 | $883K | Buy |
8,820
+40
| +0.5% | +$3.76K | 0.41% | 36 |
|
|
2018
Q2 | $746K | Buy |
8,780
+2,780
| +46% | +$221K | 0.36% | 40 |
|
|
2018
Q1 | $434K | Buy |
6,000
+400
| +7% | +$28.6K | 0.21% | 63 |
|
|
2017
Q4 | $327K | Buy |
+5,600
| New | +$308K | 0.16% | 80 |
|
|
2017
Q1 | – | Sell |
-7,880
| Closed | -$295K | – | 103 |
|
|
2016
Q4 | $295K | Buy |
+7,880
| New | +$309K | 0.18% | 80 |
|
|
2016
Q3 | – | Sell |
-6,740
| Closed | -$241K | – | 98 |
|
|
2016
Q2 | $241K | Buy |
+6,740
| New | +$228K | 0.15% | 84 |
|
Other funds holding AMZN
VCM
VPM
