UAS
United Asset Strategies’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Buy |
221,057
+20,355
| +10% | +$4.47M | 4.14% | 3 |
|
|
2025
Q1 | $38.2M | Buy |
200,702
+2,487
| +1% | +$473K | 3.55% | 5 |
|
|
2024
Q4 | $43.5M | Buy |
198,215
+2,599
| +1% | +$570K | 3.99% | 3 |
|
|
2024
Q3 | $36.4M | Buy |
195,616
+20,260
| +12% | +$3.78M | 3.39% | 4 |
|
|
2024
Q2 | $33.9M | Buy |
175,356
+13,059
| +8% | +$2.52M | 3.34% | 4 |
|
|
2024
Q1 | $29.3M | Sell |
162,297
-2,828
| -2% | -$510K | 2.92% | 4 |
|
|
2023
Q4 | $25.1M | Sell |
165,125
-4,336
| -3% | -$659K | 2.82% | 4 |
|
|
2023
Q3 | $21.5M | Sell |
169,461
-5,897
| -3% | -$750K | 2.78% | 4 |
|
|
2023
Q2 | $22.9M | Sell |
175,358
-1,253
| -0.7% | -$163K | 2.85% | 4 |
|
|
2023
Q1 | $18.2M | Buy |
176,611
+59,812
| +51% | +$6.18M | 2.41% | 4 |
|
|
2022
Q4 | $9.81M | Sell |
116,799
-74,472
| -39% | -$6.26M | 1.37% | 20 |
|
|
2022
Q3 | $21.6M | Sell |
191,271
-500
| -0.3% | -$56.5K | 3.32% | 2 |
|
|
2022
Q2 | $20.4M | Buy |
191,771
+184,054
| +2,385% | +$19.5M | 2.97% | 3 |
|
|
2022
Q1 | $25.2M | Buy |
7,717
+415
| +6% | +$1.35M | 3.2% | 3 |
|
|
2021
Q4 | $24.3M | Buy |
7,302
+86
| +1% | +$287K | 2.9% | 3 |
|
|
2021
Q3 | $23.7M | Buy |
7,216
+247
| +4% | +$811K | 3.06% | 3 |
|
|
2021
Q2 | $24M | Buy |
6,969
+285
| +4% | +$980K | 3.2% | 3 |
|
|
2021
Q1 | $20.7M | Buy |
6,684
+2,002
| +43% | +$6.19M | 3% | 3 |
|
|
2020
Q4 | $15.2M | Buy |
4,682
+542
| +13% | +$1.77M | 2.4% | 6 |
|
|
2020
Q3 | $13M | Sell |
4,140
-872
| -17% | -$2.75M | 2.4% | 5 |
|
|
2020
Q2 | $13.8M | Sell |
5,012
-32
| -0.6% | -$88.3K | 2.72% | 5 |
|
|
2020
Q1 | $9.83M | Buy |
5,044
+58
| +1% | +$113K | 2.44% | 6 |
|
|
2019
Q4 | $9.21M | Buy |
4,986
+427
| +9% | +$789K | 1.79% | 10 |
|
|
2019
Q3 | $7.91M | Buy |
4,559
+64
| +1% | +$111K | 1.73% | 10 |
|
|
2019
Q2 | $8.51M | Sell |
4,495
-40
| -0.9% | -$75.7K | 1.96% | 11 |
|
|
2019
Q1 | $8.08M | Buy |
4,535
+539
| +13% | +$960K | 1.9% | 10 |
|
|
2018
Q4 | $6M | Buy |
3,996
+226
| +6% | +$339K | 1.64% | 13 |
|
|
2018
Q3 | $7.55M | Buy |
3,770
+485
| +15% | +$971K | 1.78% | 12 |
|
|
2018
Q2 | $5.58M | Buy |
3,285
+8
| +0.2% | +$13.6K | 1.48% | 17 |
|
|
2018
Q1 | $4.74M | Sell |
3,277
-111
| -3% | -$161K | 1.4% | 22 |
|
|
2017
Q4 | $3.96M | Buy |
3,388
+276
| +9% | +$323K | 1.06% | 28 |
|
|
2017
Q3 | $2.99M | Buy |
3,112
+169
| +6% | +$162K | 1.7% | 19 |
|
|
2017
Q2 | $2.85M | Buy |
2,943
+79
| +3% | +$76.5K | 0.85% | 40 |
|
|
2017
Q1 | $2.54M | Buy |
2,864
+58
| +2% | +$51.4K | 0.77% | 43 |
|
|
2016
Q4 | $2.1M | Sell |
2,806
-84
| -3% | -$63K | 0.69% | 45 |
|
|
2016
Q3 | $2.42M | Buy |
2,890
+17
| +0.6% | +$14.2K | 0.85% | 41 |
|
|
2016
Q2 | $2.06M | Sell |
2,873
-2,948
| -51% | -$2.11M | 0.77% | 44 |
|
|
2016
Q1 | $3.46M | Buy |
5,821
+5,325
| +1,074% | +$3.16M | 1.54% | 24 |
|
|
2015
Q4 | $335K | Buy |
+496
| New | +$335K | 0.15% | 105 |
|
|
2015
Q3 | – | Sell |
-5,161
| Closed | -$2.24M | – | 128 |
|
|
2015
Q2 | $2.24M | Sell |
5,161
-115
| -2% | -$49.9K | 1% | 40 |
|
|
2015
Q1 | $2.23M | Sell |
5,276
-4,869
| -48% | -$2.05M | 1.03% | 38 |
|
|
2014
Q4 | $3.15M | Sell |
10,145
-341
| -3% | -$106K | 1.35% | 27 |
|
|
2014
Q3 | $3.38M | Buy |
+10,486
| New | +$3.38M | 1.52% | 23 |
|
|
2014
Q2 | – | Sell |
-1,368
| Closed | -$460K | – | 120 |
|
|
2014
Q1 | $460K | Buy |
1,368
+175
| +15% | +$58.8K | 0.26% | 72 |
|
|
2013
Q4 | $476K | Buy |
1,193
+15
| +1% | +$5.99K | 0.33% | 64 |
|
|
2013
Q3 | $368K | Sell |
1,178
-4,644
| -80% | -$1.45M | 0.23% | 74 |
|
|
2013
Q2 | $1.62M | Buy |
+5,822
| New | +$1.62M | 1.07% | 36 |
|