Surevest’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.55M | Buy |
40,226
+1,555
| +4% | +$176K | 1.24% | 20 |
|
|
2022
Q2 | $4.11M | Sell |
38,671
-9
| -0% | -$956 | 1.08% | 25 |
|
|
2022
Q1 | $6.31M | Sell |
38,680
-8,560
| -18% | -$1.4M | 1.52% | 11 |
|
|
2021
Q4 | $7.87M | Sell |
47,240
-1,240
| -3% | -$207K | 1.87% | 7 |
|
|
2021
Q3 | $7.96M | Buy |
48,480
+1,360
| +3% | +$223K | 2.01% | 7 |
|
|
2021
Q2 | $8.1M | Buy |
47,120
+5,340
| +13% | +$918K | 2.11% | 6 |
|
|
2021
Q1 | $6.46M | Sell |
41,780
-5,580
| -12% | -$863K | 1.95% | 5 |
|
|
2020
Q4 | $7.71M | Sell |
47,360
-640
| -1% | -$104K | 2.57% | 4 |
|
|
2020
Q3 | $7.56M | Sell |
48,000
-5,480
| -10% | -$863K | 2.97% | 3 |
|
|
2020
Q2 | $7.38M | Buy |
53,480
+5,760
| +12% | +$795K | 3.26% | 3 |
|
|
2020
Q1 | $4.65M | Buy |
47,720
+15,700
| +49% | +$1.53M | 2.53% | 2 |
|
|
2019
Q4 | $2.96M | Hold |
32,020
| – | – | 1.26% | 13 |
|
|
2019
Q3 | $2.78M | Sell |
32,020
-80
| -0.2% | -$6.94K | 1.37% | 14 |
|
|
2019
Q2 | $3.04M | Sell |
32,100
-2,860
| -8% | -$271K | 1.58% | 13 |
|
|
2019
Q1 | $3.11M | Buy |
34,960
+10,680
| +44% | +$951K | 1.92% | 12 |
|
|
2018
Q4 | $1.82M | Buy |
+24,280
| New | +$1.82M | 1.44% | 24 |
|