Summit Place Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
18,111
+1,395
| +8% | +$306K | 2% | 13 |
|
|
2025
Q1 | $3.18M | Buy |
16,716
+200
| +1% | +$38.1K | 1.8% | 20 |
|
|
2024
Q4 | $3.62M | Buy |
16,516
+320
| +2% | +$70.2K | 2.06% | 14 |
|
|
2024
Q3 | $3.02M | Buy |
16,196
+89
| +0.6% | +$16.6K | 1.68% | 27 |
|
|
2024
Q2 | $3.11M | Sell |
16,107
-365
| -2% | -$70.5K | 1.84% | 18 |
|
|
2024
Q1 | $2.97M | Buy |
16,472
+465
| +3% | +$83.9K | 1.74% | 25 |
|
|
2023
Q4 | $2.43M | Buy |
16,007
+12
| +0.1% | +$1.82K | 1.59% | 32 |
|
|
2023
Q3 | $2.03M | Sell |
15,995
-2,915
| -15% | -$371K | 1.45% | 35 |
|
|
2023
Q2 | $2.47M | Sell |
18,910
-2,415
| -11% | -$315K | 1.6% | 30 |
|
|
2023
Q1 | $2.2M | Sell |
21,325
-6,510
| -23% | -$672K | 1.56% | 29 |
|
|
2022
Q4 | $2.34M | Buy |
27,835
+10,305
| +59% | +$866K | 1.93% | 20 |
|
|
2022
Q3 | $1.98M | Buy |
17,530
+1,760
| +11% | +$199K | 1.84% | 18 |
|
|
2022
Q2 | $1.68M | Buy |
15,770
+1,010
| +7% | +$107K | 1.41% | 25 |
|
|
2022
Q1 | $2.41M | Buy |
14,760
+1,000
| +7% | +$163K | 1.61% | 14 |
|
|
2021
Q4 | $2.29M | Sell |
13,760
-40
| -0.3% | -$6.67K | 1.59% | 25 |
|
|
2021
Q3 | $2.27M | Buy |
13,800
+860
| +7% | +$141K | 1.65% | 21 |
|
|
2021
Q2 | $2.23M | Buy |
12,940
+500
| +4% | +$86K | 1.64% | 18 |
|
|
2021
Q1 | $1.93M | Buy |
12,440
+380
| +3% | +$58.8K | 1.55% | 24 |
|
|
2020
Q4 | $1.96M | Buy |
12,060
+540
| +5% | +$87.9K | 1.7% | 26 |
|
|
2020
Q3 | $1.81M | Buy |
+11,520
| New | +$1.81M | 1.82% | 18 |
|