UCFA
United Capital Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Sell |
554,450
-436
| -0.1% | -$95.7K | 0.98% | 17 |
|
|
2025
Q1 | $106M | Buy |
554,886
+8,552
| +2% | +$1.63M | 0.9% | 24 |
|
|
2024
Q4 | $120M | Buy |
546,334
+6,721
| +1% | +$1.47M | 1.01% | 19 |
|
|
2024
Q3 | $101M | Buy |
539,613
+11,835
| +2% | +$2.21M | 0.83% | 25 |
|
|
2024
Q2 | $102M | Sell |
527,778
-17,071
| -3% | -$3.3M | 0.88% | 22 |
|
|
2024
Q1 | $98.3M | Sell |
544,849
-25,381
| -4% | -$4.58M | 0.81% | 24 |
|
|
2023
Q4 | $86.6M | Sell |
570,230
-99,525
| -15% | -$15.1M | 0.72% | 27 |
|
|
2023
Q3 | $85.1M | Sell |
669,755
-55,010
| -8% | -$6.99M | 0.56% | 35 |
|
|
2023
Q2 | $94.5M | Sell |
724,765
-42,106
| -5% | -$5.49M | 0.52% | 33 |
|
|
2023
Q1 | $79.2M | Sell |
766,871
-19,853
| -3% | -$2.05M | 0.44% | 42 |
|
|
2022
Q4 | $66.1M | Sell |
786,724
-56,625
| -7% | -$4.76M | 0.37% | 54 |
|
|
2022
Q3 | $95.3M | Sell |
843,349
-33,086
| -4% | -$3.74M | 0.56% | 36 |
|
|
2022
Q2 | $93.1M | Buy |
876,435
+836,142
| +2,075% | +$88.8M | 0.51% | 36 |
|
|
2022
Q1 | $131M | Buy |
40,293
+505
| +1% | +$1.65M | 0.64% | 31 |
|
|
2021
Q4 | $133M | Buy |
39,788
+683
| +2% | +$2.28M | 0.61% | 29 |
|
|
2021
Q3 | $128M | Buy |
39,105
+807
| +2% | +$2.65M | 0.64% | 28 |
|
|
2021
Q2 | $132M | Buy |
38,298
+1,350
| +4% | +$4.64M | 0.66% | 28 |
|
|
2021
Q1 | $114M | Buy |
36,948
+3,365
| +10% | +$10.4M | 0.63% | 26 |
|
|
2020
Q4 | $109M | Buy |
33,583
+4,394
| +15% | +$14.3M | 0.66% | 23 |
|
|
2020
Q3 | $91.9M | Sell |
29,189
-867
| -3% | -$2.73M | 0.6% | 24 |
|
|
2020
Q2 | $82.9M | Sell |
30,056
-95
| -0.3% | -$262K | 0.6% | 25 |
|
|
2020
Q1 | $56.9M | Buy |
30,151
+1,603
| +6% | +$3.02M | 0.47% | 46 |
|
|
2019
Q4 | $52.8M | Buy |
28,548
+5,262
| +23% | +$9.72M | 0.34% | 63 |
|
|
2019
Q3 | $40.4M | Sell |
23,286
-2,860
| -11% | -$4.96M | 0.28% | 80 |
|
|
2019
Q2 | $49.5M | Buy |
26,146
+1,635
| +7% | +$3.1M | 0.32% | 65 |
|
|
2019
Q1 | $43.6M | Buy |
24,511
+2,445
| +11% | +$4.35M | 0.31% | 76 |
|
|
2018
Q4 | $33.1M | Buy |
22,066
+4,622
| +26% | +$6.94M | 0.26% | 84 |
|
|
2018
Q3 | $34.9M | Buy |
17,444
+598
| +4% | +$1.2M | 0.25% | 92 |
|
|
2018
Q2 | $28.6M | Buy |
16,846
+715
| +4% | +$1.22M | 0.21% | 112 |
|
|
2018
Q1 | $23.3M | Buy |
16,131
+609
| +4% | +$881K | 0.18% | 131 |
|
|
2017
Q4 | $18.4M | Buy |
15,522
+788
| +5% | +$935K | 0.15% | 163 |
|
|
2017
Q3 | $14.2M | Sell |
14,734
-16
| -0.1% | -$15.4K | 0.12% | 201 |
|
|
2017
Q2 | $14.3M | Buy |
14,750
+1,026
| +7% | +$993K | 0.13% | 184 |
|
|
2017
Q1 | $12.2M | Sell |
13,724
-617
| -4% | -$547K | 0.11% | 212 |
|
|
2016
Q4 | $10.8M | Sell |
14,341
-141
| -1% | -$106K | 0.1% | 236 |
|
|
2016
Q3 | $12.1M | Buy |
14,482
+632
| +5% | +$529K | 0.12% | 204 |
|
|
2016
Q2 | $9.92M | Buy |
13,850
+1,795
| +15% | +$1.29M | 0.1% | 240 |
|
|
2016
Q1 | $7.16M | Buy |
12,055
+1,205
| +11% | +$715K | 0.08% | 269 |
|
|
2015
Q4 | $7.33M | Buy |
10,850
+133
| +1% | +$89.9K | 0.08% | 262 |
|
|
2015
Q3 | $5.49M | Buy |
10,717
+801
| +8% | +$410K | 0.07% | 301 |
|
|
2015
Q2 | $4.3M | Buy |
9,916
+296
| +3% | +$128K | 0.05% | 373 |
|
|
2015
Q1 | $4.06M | Buy |
9,620
+1,076
| +13% | +$454K | 0.05% | 378 |
|
|
2014
Q4 | $2.65M | Buy |
8,544
+1,767
| +26% | +$548K | 0.04% | 398 |
|
|
2014
Q3 | $2.19M | Buy |
+6,777
| New | +$2.19M | 0.04% | 422 |
|
|
2014
Q2 | – | Sell |
-1,472
| Closed | -$495K | – | 785 |
|
|
2014
Q1 | $495K | Buy |
+1,472
| New | +$495K | 0.01% | 637 |
|
|
2013
Q4 | – | Sell |
-1,461
| Closed | -$457K | – | 640 |
|
|
2013
Q3 | $457K | Sell |
1,461
-617
| -30% | -$193K | 0.01% | 460 |
|
|
2013
Q2 | $577K | Buy |
+2,078
| New | +$577K | 0.02% | 486 |
|