Ulland Investment 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 | $5.01M | Sell |
22,813
-345
| -1% | -$75.7K | 3.82% | 9 |
|
|
2025
Q1 | $4.41M | Sell |
23,158
-8,095
| -26% | -$1.54M | 3.68% | 9 |
|
|
2024
Q4 | $6.86M | Buy |
31,253
+809
| +3% | +$177K | 4.37% | 8 |
|
|
2024
Q3 | $5.67M | Sell |
30,444
-288
| -0.9% | -$53.7K | 4.15% | 9 |
|
|
2024
Q2 | $5.94M | Buy |
30,732
+128
| +0.4% | +$24.7K | 4.13% | 9 |
|
|
2024
Q1 | $5.52M | Buy |
30,604
+630
| +2% | +$114K | 4.41% | 8 |
|
|
2023
Q4 | $4.55M | Buy |
29,974
+1,030
| +4% | +$156K | 4.59% | 8 |
|
|
2023
Q3 | $3.68M | Sell |
28,944
-773
| -3% | -$98.3K | 4.04% | 7 |
|
|
2023
Q2 | $3.87M | Sell |
29,717
-530
| -2% | -$69.1K | 3.98% | 8 |
|
|
2023
Q1 | $3.12M | Sell |
30,247
-473
| -2% | -$48.9K | 3.67% | 8 |
|
|
2022
Q4 | $2.58M | Sell |
30,720
-1,980
| -6% | -$166K | 3.08% | 10 |
|
|
2022
Q3 | $3.7M | Sell |
32,700
-200
| -0.6% | -$22.6K | 4.04% | 5 |
|
|
2022
Q2 | $3.49M | Sell |
32,900
-1,620
| -5% | -$172K | 3.58% | 5 |
|
|
2022
Q1 | $5.63M | Sell |
34,520
-8,980
| -21% | -$1.46M | 4.22% | 6 |
|
|
2021
Q4 | $7.25M | Buy |
+43,500
| New | +$7.25M | 4.63% | 5 |
|