US Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $354K | Buy |
+1,860
| New | +$354K | 0.1% | 67 |
|
2022
Q1 | – | Sell |
-1,220
| Closed | -$203K | – | 73 |
|
2021
Q4 | $203K | Buy |
+1,220
| New | +$203K | 0.09% | 78 |
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$526K | – | 78 |
|
2021
Q1 | $526K | Sell |
3,400
-260
| -7% | -$40.2K | 0.15% | 76 |
|
2020
Q4 | $596K | Buy |
+3,660
| New | +$596K | 0.18% | 62 |
|
2016
Q2 | – | Sell |
-1,140
| Closed | -$34K | – | 66 |
|
2016
Q1 | $34K | Buy |
1,140
+320
| +39% | +$9.54K | 0.06% | 109 |
|
2015
Q4 | $28K | Hold |
820
| – | – | 0.03% | 198 |
|
2015
Q3 | $21K | Hold |
820
| – | – | 0.03% | 198 |
|
2015
Q2 | $18K | Buy |
+820
| New | +$18K | 0.02% | 191 |
|