United Advisor Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7M Buy
48,565
+1,700
+4% +$373K 1.84% 8
2025
Q1
$8.92M Sell
46,865
-12,532
-21% -$2.38M 1.83% 7
2024
Q4
$13M Sell
59,397
-1,641
-3% -$360K 2.58% 3
2024
Q3
$11.4M Buy
61,038
+20,947
+52% +$3.9M 2.57% 3
2024
Q2
$7.75M Sell
40,091
-3,141
-7% -$607K 2.41% 6
2024
Q1
$7.8M Buy
43,232
+23,964
+124% +$4.32M 2.93% 4
2023
Q4
$2.94M Buy
+19,268
New +$2.94M 3.53% 7