Summit Financial Group’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$1.79M	Hold	9,915	–	–	0.64%	46
2023 Q4	$1.51M	Buy	9,915 +260	+3%	+$39.5K	0.58%	51
2023 Q3	$1.23M	Sell	9,655 -1,630	-14%	-$207K	0.52%	58
2023 Q2	$1.47M	Hold	11,285	–	–	0.57%	50
2023 Q1	$1.17M	Sell	11,285 -160	-1%	-$16.5K	0.44%	68
2022 Q4	$961K	Buy	11,445 +330	+3%	+$27.7K	0.38%	78
2022 Q3	$1.26M	Hold	11,115	–	–	0.52%	51
2022 Q2	$1.18M	Buy	11,115 +655	+6%	+$69.6K	0.46%	61
2022 Q1	$1.71M	Buy	10,460 +700	+7%	+$114K	0.58%	47
2021 Q4	$1.63M	Buy	9,760 +900	+10%	+$150K	0.53%	56
2021 Q3	$1.46M	Buy	8,860 +2,000	+29%	+$328K	0.53%	56
2021 Q2	$1.18M	Buy	6,860 +880	+15%	+$151K	0.44%	67
2021 Q1	$925K	Hold	5,980	–	–	0.38%	72
2020 Q4	$974K	Hold	5,980	–	–	0.43%	64
2020 Q3	$941K	Hold	5,980	–	–	0.47%	63
2020 Q2	$825K	Buy	5,980 +400	+7%	+$55.2K	0.43%	63
2020 Q1	$544K	Hold	5,580	–	–	0.32%	74
2019 Q4	$516K	Sell	5,580 -300	-5%	-$27.7K	0.25%	92
2019 Q3	$510K	Sell	5,880 -500	-8%	-$43.4K	0.26%	92
2019 Q2	$604K	Hold	6,380	–	–	0.27%	88
2019 Q1	$568K	Hold	6,380	–	–	0.44%	67
2018 Q4	$479K	Hold	6,380	–	–	0.41%	69
2018 Q3	$639K	Hold	6,380	–	–	0.48%	62
2018 Q2	$542K	Hold	6,380	–	–	0.42%	67
2018 Q1	$462K	Hold	6,380	–	–	0.36%	75
2017 Q4	$373K	Sell	6,380 -220	-3%	-$12.9K	0.31%	81
2017 Q3	$317K	Hold	6,600	–	–	0.26%	87
2017 Q2	$319K	Buy	+6,600	New	+$319K	0.28%	85