V Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.64M | Sell |
44,390
-73,027
| -62% | -$9.79M | 4.52% | 4 |
|
|
2023
Q2 | $15.3M | Buy |
117,417
+1,209
| +1% | +$138K | 2.55% | 5 |
|
|
2023
Q1 | $12M | Sell |
116,208
-1,738
| -1% | -$168K | 2.25% | 6 |
|
|
2022
Q4 | $9.91M | Buy |
117,946
+1,349
| +1% | +$133K | 2.05% | 7 |
|
|
2022
Q3 | $13.2M | Sell |
116,597
-4,916
| -4% | -$621K | 2.64% | 6 |
|
|
2022
Q2 | $12.9M | Buy |
121,513
+7,033
| +6% | +$880K | 2.43% | 6 |
|
|
2022
Q1 | $18.7M | Sell |
114,480
-2,980
| -3% | -$460K | 2.99% | 5 |
|
|
2021
Q4 | $19.6M | Buy |
117,460
+500
| +0.4% | +$85.6K | 2.87% | 5 |
|
|
2021
Q3 | $19.2M | Sell |
116,960
-700
| -0.6% | -$121K | 2.97% | 5 |
|
|
2021
Q2 | $20.2M | Buy |
117,660
+6,200
| +6% | +$1.03M | 3.22% | 4 |
|
|
2021
Q1 | $17.2M | Buy |
111,460
+6,580
| +6% | +$1.04M | 3.17% | 4 |
|
|
2020
Q4 | $17.1M | Buy |
104,880
+54,180
| +107% | +$8.65M | 3.53% | 4 |
|
|
2020
Q3 | $7.98M | Sell |
50,700
-54,020
| -52% | -$8.52M | 5.53% | 2 |
|
|
2020
Q2 | $14.4M | Buy |
104,720
+9,320
| +10% | +$1.13M | 3.75% | 5 |
|
|
2020
Q1 | $9.3M | Buy |
95,400
+42,320
| +80% | +$4.1M | 2.91% | 5 |
|
|
2019
Q4 | $4.61M | Hold |
53,080
| – | – | 1.65% | 8 |
|
|
2019
Q3 | $4.61M | Buy |
53,080
+1,540
| +3% | +$143K | 1.65% | 8 |
|
|
2019
Q2 | $4.92M | Buy |
51,540
+3,180
| +7% | +$296K | 1.87% | 8 |
|
|
2019
Q1 | $4.63M | Buy |
+48,360
| New | +$4.02M | 1.87% | 10 |
|
|
2018
Q4 | – | Sell |
-27,700
| Closed | -$2.77M | – | 216 |
|
|
2018
Q3 | $2.77M | Buy |
+27,700
| New | +$2.6M | 1.28% | 10 |
|
|
2018
Q2 | – | Sell |
-24,420
| Closed | -$1.68M | – | 207 |
|
|
2018
Q1 | $1.68M | Buy |
24,420
+3,780
| +18% | +$270K | 0.89% | 34 |
|
|
2017
Q4 | $1.35M | Buy |
20,640
+4,100
| +25% | +$226K | 0.68% | 43 |
|
|
2017
Q3 | $795K | Sell |
16,540
-3,700
| -18% | -$182K | 0.4% | 61 |
|
|
2017
Q2 | $981K | Buy |
20,240
+2,140
| +12% | +$102K | 0.46% | 57 |
|
|
2017
Q1 | $801K | Buy |
18,100
+4,660
| +35% | +$194K | 0.49% | 59 |
|
|
2016
Q4 | $499K | Buy |
13,440
+260
| +2% | +$10.2K | 0.37% | 80 |
|
|
2016
Q3 | $552K | Sell |
13,180
-540
| -4% | -$20.7K | 0.45% | 70 |
|
|
2016
Q2 | $491K | Buy |
13,720
+1,400
| +11% | +$47.4K | 0.4% | 79 |
|
|
2016
Q1 | $370K | Buy |
+12,320
| New | +$350K | 0.3% | 87 |
|
Other funds holding AMZN
V Wealth Advisors's AMZN Position: Q3 2023 in Review
V Wealth Advisors reduced its Amazon (AMZN) stake by 62% in Q3 2023, selling an estimated $9.79M and leaving 44,390 shares worth $5.64M. The position accounts for 4.52% of the portfolio, ranked #4.
V Wealth Advisors first reported a position in AMZN in Q1 2016 and has held it in 29 quarters since. The position peaked at $20.2M in Q2 2021. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.
- V Wealth Advisors held 44,390 shares of Amazon worth $5.64M as of Q3 2023.
- V Wealth Advisors sold 73,027 Amazon shares in Q3 2023, an estimated $9.79M.
- Amazon made up 4.52% of V Wealth Advisors's portfolio in Q3 2023, its #4 holding.
- V Wealth Advisors first reported a position in Amazon in Q1 2016 and has held it in 29 quarters since.
- V Wealth Advisors's Amazon position peaked at $20.2M in Q2 2021.
- 4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.