SF
Summit Financial’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7M | Buy |
308,445
+9,886
| +3% | +$2.17M | 1.53% | 12 |
|
|
2025
Q1 | $56.8M | Buy |
298,559
+74,622
| +33% | +$14.2M | 1.59% | 10 |
|
|
2024
Q4 | $49.1M | Buy |
223,937
+5,245
| +2% | +$1.15M | 1.72% | 9 |
|
|
2024
Q3 | $40.7M | Buy |
218,692
+3,735
| +2% | +$696K | 1.6% | 10 |
|
|
2024
Q2 | $41.5M | Buy |
214,957
+50,014
| +30% | +$9.67M | 1.9% | 8 |
|
|
2024
Q1 | $29.8M | Buy |
164,943
+1,610
| +1% | +$290K | 1.76% | 9 |
|
|
2023
Q4 | $24.8M | Buy |
163,333
+12,183
| +8% | +$1.85M | 1.62% | 10 |
|
|
2023
Q3 | $19.2M | Buy |
151,150
+7,986
| +6% | +$1.02M | 1.42% | 11 |
|
|
2023
Q2 | $18.7M | Sell |
143,164
-6,106
| -4% | -$796K | 1.36% | 11 |
|
|
2023
Q1 | $15.4M | Buy |
149,270
+4,319
| +3% | +$446K | 1.35% | 12 |
|
|
2022
Q4 | $12.2M | Sell |
144,951
-15,562
| -10% | -$1.31M | 1.14% | 13 |
|
|
2022
Q3 | $18.1M | Buy |
160,513
+12,697
| +9% | +$1.43M | 1.72% | 11 |
|
|
2022
Q2 | $15.7M | Buy |
147,816
+141,163
| +2,122% | +$15M | 1.47% | 12 |
|
|
2022
Q1 | $21.7M | Buy |
6,653
+523
| +9% | +$1.7M | 1.69% | 11 |
|
|
2021
Q4 | $20.4M | Buy |
6,130
+524
| +9% | +$1.75M | 1.56% | 10 |
|
|
2021
Q3 | $18.4M | Buy |
5,606
+4,605
| +460% | +$15.1M | 1.58% | 11 |
|
|
2021
Q2 | $3.44M | Buy |
1,001
+920
| +1,136% | +$3.16M | 0.34% | 28 |
|
|
2021
Q1 | $251K | Hold |
81
| – | – | 0.03% | 52 |
|
|
2020
Q4 | $264K | Buy |
+81
| New | +$264K | 0.04% | 47 |
|