Syverson Strege & Co’s Amazon AMZN Stock Holding History

Syverson Strege & Co’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	9,187 +552	+6%	+$122K	0.46%	25
2025 Q4	$1.99M	Buy	8,635 +364	+4%	+$83.3K	0.47%	24
2025 Q3	$1.82M	Sell	8,271 -343	-4%	-$77.6K	0.44%	27
2025 Q2	$1.89M	Buy	8,614 +6,116	+245%	+$1.21M	0.45%	25
2025 Q1	$475K	Buy	2,498 +9	+0.4%	+$1.95K	0.15%	45
2024 Q4	$546K	Buy	2,489 +786	+46%	+$161K	0.18%	39
2024 Q3	$317K	Sell	1,703 -2,279	-57%	-$416K	0.11%	52
2024 Q2	$769K	Buy	3,982 +1,619	+69%	+$297K	0.26%	33
2024 Q1	$426K	Buy	2,363 +522	+28%	+$87.1K	0.15%	40
2023 Q4	$280K	Buy	+1,841	New	+$258K	0.11%	56
2023 Q2	–	Sell	-843	Closed	-$87.1K	–	89
2023 Q1	$87.1K	Hold	843	–	–	0.04%	99
2022 Q4	$70.8K	Buy	843 +23	+3%	+$2.27K	0.03%	110
2022 Q3	$93K	Hold	820	–	–	0.05%	94
2022 Q2	$87K	Hold	820	–	–	0.03%	106
2022 Q1	$134K	Hold	820	–	–	0.15%	78
2021 Q4	$137K	Buy	820 +20	+3%	+$3.42K	0.1%	83
2021 Q3	$131K	Hold	800	–	–	0.1%	85
2021 Q2	$138K	Hold	800	–	–	0.12%	79
2021 Q1	$124K	Hold	800	–	–	0.13%	78
2020 Q4	$130K	Buy	+800	New	+$128K	0.12%	74

Other funds holding AMZN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return