The Family Firm’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,347
| Closed | -$637K | – | 96 |
|
|
2025
Q1 | $637K | Buy |
3,347
+21
| +0.6% | +$4K | 0.14% | 99 |
|
|
2024
Q4 | $730K | Sell |
3,326
-1,116
| -25% | -$245K | 0.16% | 90 |
|
|
2024
Q3 | $828K | Buy |
4,442
+1,017
| +30% | +$189K | 0.18% | 85 |
|
|
2024
Q2 | $662K | Buy |
3,425
+45
| +1% | +$8.7K | 0.15% | 93 |
|
|
2024
Q1 | $610K | Hold |
3,380
| – | – | 0.15% | 99 |
|
|
2023
Q4 | $514K | Hold |
3,380
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $430K | Sell |
3,380
-3,800
| -53% | -$483K | 0.12% | 109 |
|
|
2023
Q2 | $936K | Hold |
7,180
| – | – | 0.25% | 73 |
|
|
2023
Q1 | $742K | Buy |
7,180
+540
| +8% | +$55.8K | 0.21% | 83 |
|
|
2022
Q4 | $558K | Sell |
6,640
-801
| -11% | -$67.3K | 0.16% | 98 |
|
|
2022
Q3 | $841K | Hold |
7,441
| – | – | 0.27% | 72 |
|
|
2022
Q2 | $790K | Buy |
7,441
+261
| +4% | +$27.7K | 0.23% | 78 |
|
|
2022
Q1 | $1.17M | Buy |
7,180
+3,980
| +124% | +$649K | 0.31% | 66 |
|
|
2021
Q4 | $534K | Hold |
3,200
| – | – | 0.14% | 98 |
|
|
2021
Q3 | $547K | Sell |
3,200
-100
| -3% | -$17.1K | 0.14% | 94 |
|
|
2021
Q2 | $568K | Hold |
3,300
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $511K | Buy |
3,300
+560
| +20% | +$86.7K | 0.15% | 94 |
|
|
2020
Q4 | $425K | Hold |
2,740
| – | – | 0.13% | 102 |
|
|
2020
Q3 | $431K | Sell |
2,740
-100
| -4% | -$15.7K | 0.15% | 92 |
|
|
2020
Q2 | $392K | Hold |
2,840
| – | – | 0.15% | 98 |
|
|
2020
Q1 | $277K | Sell |
2,840
-600
| -17% | -$58.5K | 0.12% | 110 |
|
|
2019
Q4 | $318K | Sell |
3,440
-180
| -5% | -$16.6K | 0.11% | 115 |
|
|
2019
Q3 | $314K | Hold |
3,620
| – | – | 0.11% | 114 |
|
|
2019
Q2 | $343K | Buy |
3,620
+200
| +6% | +$19K | 0.12% | 103 |
|
|
2019
Q1 | $305K | Buy |
3,420
+280
| +9% | +$25K | 0.11% | 110 |
|
|
2018
Q4 | $236K | Buy |
3,140
+60
| +2% | +$4.51K | 0.09% | 117 |
|
|
2018
Q3 | $308K | Buy |
3,080
+120
| +4% | +$12K | 0.11% | 109 |
|
|
2018
Q2 | $252K | Sell |
2,960
-960
| -24% | -$81.7K | 0.09% | 116 |
|
|
2018
Q1 | $284K | Buy |
3,920
+300
| +8% | +$21.7K | 0.11% | 107 |
|
|
2017
Q4 | $212K | Buy |
+3,620
| New | +$212K | 0.08% | 122 |
|