Univest Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.1M | Buy |
241,808
+36,293
| +18% | +$7.96M | 3.18% | 6 |
|
|
2025
Q1 | $39.1M | Buy |
205,515
+12,545
| +7% | +$2.39M | 2.55% | 6 |
|
|
2024
Q4 | $42.3M | Sell |
192,970
-1,175
| -0.6% | -$258K | 2.67% | 7 |
|
|
2024
Q3 | $36.2M | Buy |
194,145
+142,233
| +274% | +$26.5M | 2.38% | 8 |
|
|
2024
Q2 | $10M | Sell |
51,912
-589
| -1% | -$114K | 2.79% | 6 |
|
|
2024
Q1 | $9.47M | Sell |
52,501
-5,718
| -10% | -$1.03M | 2.67% | 5 |
|
|
2023
Q4 | $8.85M | Sell |
58,219
-1,107
| -2% | -$168K | 2.62% | 6 |
|
|
2023
Q3 | $7.54M | Sell |
59,326
-15,219
| -20% | -$1.93M | 2.52% | 10 |
|
|
2023
Q2 | $9.72M | Sell |
74,545
-5,166
| -6% | -$673K | 2.94% | 5 |
|
|
2023
Q1 | $8.23M | Buy |
79,711
+32,515
| +69% | +$3.36M | 2.57% | 9 |
|
|
2022
Q4 | $3.96M | Sell |
47,196
-15,247
| -24% | -$1.28M | 1.25% | 29 |
|
|
2022
Q3 | $7.06M | Sell |
62,443
-7,315
| -10% | -$827K | 2.31% | 9 |
|
|
2022
Q2 | $7.41M | Buy |
69,758
+3,118
| +5% | +$331K | 2.42% | 9 |
|
|
2022
Q1 | $10.9M | Buy |
66,640
+3,920
| +6% | +$639K | 3.06% | 6 |
|
|
2021
Q4 | $10.5M | Sell |
62,720
-280
| -0.4% | -$46.7K | 2.66% | 8 |
|
|
2021
Q3 | $10.3M | Buy |
63,000
+240
| +0.4% | +$39.4K | 2.89% | 7 |
|
|
2021
Q2 | $10.8M | Sell |
62,760
-60
| -0.1% | -$10.3K | 2.96% | 7 |
|
|
2021
Q1 | $9.72M | Buy |
62,820
+34,180
| +119% | +$5.29M | 2.74% | 7 |
|
|
2020
Q4 | $4.66M | Sell |
28,640
-1,480
| -5% | -$241K | 1.35% | 25 |
|
|
2020
Q3 | $4.74M | Sell |
30,120
-1,580
| -5% | -$249K | 1.5% | 23 |
|
|
2020
Q2 | $4.37M | Sell |
31,700
-2,500
| -7% | -$345K | 1.44% | 23 |
|
|
2020
Q1 | $3.33M | Buy |
+34,200
| New | +$3.33M | 1.32% | 30 |
|
|
2018
Q4 | – | Sell |
-2,060
| Closed | -$206K | – | 115 |
|
|
2018
Q3 | $206K | Buy |
+2,060
| New | +$206K | 0.06% | 105 |
|