SFS
Summit Financial Strategies’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
7,750
-80
| -1% | -$17.6K | 0.16% | 47 |
|
|
2025
Q1 | $1.49M | Sell |
7,830
-905
| -10% | -$172K | 0.15% | 48 |
|
|
2024
Q4 | $1.92M | Sell |
8,735
-86
| -1% | -$18.9K | 0.21% | 39 |
|
|
2024
Q3 | $1.64M | Buy |
8,821
+1,078
| +14% | +$201K | 0.19% | 42 |
|
|
2024
Q2 | $1.5M | Sell |
7,743
-430
| -5% | -$83.1K | 0.19% | 42 |
|
|
2024
Q1 | $1.47M | Buy |
8,173
+272
| +3% | +$49.1K | 0.21% | 39 |
|
|
2023
Q4 | $1.2M | Sell |
7,901
-129
| -2% | -$19.6K | 0.18% | 42 |
|
|
2023
Q3 | $1.02M | Hold |
8,030
| – | – | 0.19% | 38 |
|
|
2023
Q2 | $1.05M | Sell |
8,030
-123
| -2% | -$16K | 0.2% | 38 |
|
|
2023
Q1 | $842K | Sell |
8,153
-202
| -2% | -$20.9K | 0.17% | 48 |
|
|
2022
Q4 | $702K | Buy |
8,355
+210
| +3% | +$17.6K | 0.15% | 48 |
|
|
2022
Q3 | $920K | Buy |
8,145
+117
| +1% | +$13.2K | 0.22% | 38 |
|
|
2022
Q2 | $853K | Buy |
8,028
+7,672
| +2,155% | +$815K | 0.2% | 39 |
|
|
2022
Q1 | $1.16M | Buy |
356
+62
| +21% | +$202K | 0.23% | 32 |
|
|
2021
Q4 | $979K | Sell |
294
-6
| -2% | -$20K | 0.19% | 39 |
|
|
2021
Q3 | $984K | Sell |
300
-3
| -1% | -$9.84K | 0.19% | 37 |
|
|
2021
Q2 | $1.04M | Sell |
303
-2
| -0.7% | -$6.87K | 0.21% | 37 |
|
|
2021
Q1 | $943K | Buy |
305
+15
| +5% | +$46.4K | 0.34% | 20 |
|
|
2020
Q4 | $944K | Buy |
290
+1
| +0.3% | +$3.26K | 0.32% | 27 |
|
|
2020
Q3 | $909K | Sell |
289
-2
| -0.7% | -$6.29K | 0.37% | 25 |
|
|
2020
Q2 | $802K | Sell |
291
-34
| -10% | -$93.7K | 0.36% | 25 |
|
|
2020
Q1 | $633K | Buy |
325
+3
| +0.9% | +$5.84K | 0.34% | 24 |
|
|
2019
Q4 | $594K | Hold |
322
| – | – | 0.29% | 25 |
|
|
2019
Q3 | $558K | Sell |
322
-3
| -0.9% | -$5.2K | 0.27% | 25 |
|
|
2019
Q2 | $615K | Buy |
325
+2
| +0.6% | +$3.79K | 0.3% | 24 |
|
|
2019
Q1 | $575K | Sell |
323
-42
| -12% | -$74.8K | 0.29% | 24 |
|
|
2018
Q4 | $549K | Buy |
365
+27
| +8% | +$40.6K | 0.31% | 28 |
|
|
2018
Q3 | $676K | Buy |
338
+51
| +18% | +$102K | 0.31% | 22 |
|
|
2018
Q2 | $487K | Buy |
287
+6
| +2% | +$10.2K | 0.24% | 23 |
|
|
2018
Q1 | $406K | Sell |
281
-66
| -19% | -$95.4K | 0.21% | 27 |
|
|
2017
Q4 | $405K | Buy |
347
+54
| +18% | +$63K | 0.21% | 27 |
|
|
2017
Q3 | $282K | Buy |
293
+4
| +1% | +$3.85K | 0.16% | 34 |
|
|
2017
Q2 | $280K | Sell |
289
-4
| -1% | -$3.88K | 0.17% | 37 |
|
|
2017
Q1 | $260K | Buy |
+293
| New | +$260K | 0.19% | 29 |
|