Tobias 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 | $2.52M | Sell |
11,502
-224
| -2% | -$49.1K | 0.43% | 44 |
|
|
2025
Q1 | $2.23M | Buy |
11,726
+421
| +4% | +$80.1K | 0.43% | 37 |
|
|
2024
Q4 | $2.48M | Buy |
11,305
+245
| +2% | +$53.8K | 0.5% | 36 |
|
|
2024
Q3 | $2.06M | Sell |
11,060
-574
| -5% | -$107K | 0.41% | 36 |
|
|
2024
Q2 | $2.25M | Buy |
11,634
+254
| +2% | +$49.1K | 0.48% | 33 |
|
|
2024
Q1 | $2.05M | Buy |
11,380
+1,382
| +14% | +$249K | 0.47% | 35 |
|
|
2023
Q4 | $1.52M | Buy |
9,998
+538
| +6% | +$81.7K | 0.37% | 41 |
|
|
2023
Q3 | $1.2M | Hold |
9,460
| – | – | 0.32% | 50 |
|
|
2023
Q2 | $1.23M | Buy |
9,460
+310
| +3% | +$40.4K | 0.33% | 48 |
|
|
2023
Q1 | $945K | Buy |
9,150
+1,100
| +14% | +$114K | 0.28% | 49 |
|
|
2022
Q4 | $676K | Buy |
8,050
+235
| +3% | +$19.7K | 0.22% | 57 |
|
|
2022
Q3 | $883K | Sell |
7,815
-8,298
| -51% | -$938K | 0.31% | 51 |
|
|
2022
Q2 | $1.71M | Buy |
16,113
+5,013
| +45% | +$532K | 0.57% | 40 |
|
|
2022
Q1 | $1.81M | Sell |
11,100
-48,340
| -81% | -$7.88M | 0.62% | 32 |
|
|
2021
Q4 | $9.91M | Buy |
59,440
+44,980
| +311% | +$7.5M | 0.78% | 44 |
|
|
2021
Q3 | $2.38M | Buy |
14,460
+200
| +1% | +$32.8K | 0.89% | 22 |
|
|
2021
Q2 | $2.45M | Buy |
14,260
+240
| +2% | +$41.3K | 0.97% | 21 |
|
|
2021
Q1 | $2.17M | Buy |
14,020
+3,820
| +37% | +$591K | 0.92% | 22 |
|
|
2020
Q4 | $1.66M | Sell |
10,200
-2,780
| -21% | -$453K | 0.76% | 30 |
|
|
2020
Q3 | $2.04M | Buy |
12,980
+300
| +2% | +$47.2K | 1.12% | 22 |
|
|
2020
Q2 | $1.75M | Buy |
12,680
+4,460
| +54% | +$615K | 1.03% | 23 |
|
|
2020
Q1 | $801K | Buy |
8,220
+1,540
| +23% | +$150K | 0.58% | 30 |
|
|
2019
Q4 | $617K | Buy |
+6,680
| New | +$617K | 0.39% | 36 |
|