Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$390K Sell
1,779
-54
-3% -$11K 0.08% 122
2024
Q3
$342K Sell
1,833
-155
-8% -$28.3K 0.07% 131
2024
Q2
$384K Buy
1,988
+502
+34% +$92.2K 0.08% 128
2024
Q1
$268K Sell
1,486
-134
-8% -$22.4K 0.06% 137
2023
Q4
$246K Sell
1,620
-105
-6% -$14.7K 0.06% 118
2023
Q3
$219K Sell
1,725
-91
-5% -$12.2K 0.06% 126
2023
Q2
$237K Sell
1,816
-363
-17% -$41.5K 0.06% 131
2023
Q1
$225K Buy
+2,179
New +$211K 0.06% 126
2022
Q4
Sell
-3,097
Closed -$350K 125
2022
Q3
$350K Sell
3,097
-519
-14% -$65.6K 0.09% 105
2022
Q2
$384K Buy
3,616
+116
+3% +$14.5K 0.11% 96
2022
Q1
$570K Buy
3,500
+300
+9% +$46.4K 0.15% 90
2021
Q4
$533K Sell
3,200
-40
-1% -$6.85K 0.12% 99
2021
Q3
$532K Sell
3,240
-180
-5% -$31K 0.14% 97
2021
Q2
$588K Hold
3,420
0.17% 94
2021
Q1
$529K Buy
3,420
+200
+6% +$31.7K 0.16% 92
2020
Q4
$524K Sell
3,220
-860
-21% -$137K 0.19% 92
2020
Q3
$642K Buy
4,080
+100
+3% +$15.8K 0.25% 76
2020
Q2
$549K Buy
3,980
+60
+2% +$7.25K 0.27% 74
2020
Q1
$382K Buy
3,920
+1,080
+38% +$105K 0.26% 79
2019
Q4
$262K Buy
2,840
+20
+0.7% +$1.77K 0.15% 95
2019
Q3
$245K Buy
+2,820
New +$261K 0.14% 94
2019
Q1
$244K Buy
+2,740
New +$228K 0.18% 85

Other funds holding AMZN