Summit Financial Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $996K | Buy |
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|
2023
Q2 | $815K | Buy |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $779K | Buy |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $670K | Sell |
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|
2019
Q1 | $730K | Buy |
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|
2018
Q4 | $571K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $485K | Sell |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | $209K | Buy |
|