Valeo Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.9M | Sell |
251,509
-2,477
| -1% | -$622K | 1.27% | 19 |
|
|
2026
Q1 | $52.9M | Sell |
253,986
-36,296
| -13% | -$7.99M | 1.26% | 20 |
|
|
2025
Q4 | $67M | Sell |
290,282
-2,835
| -1% | -$649K | 1.49% | 18 |
|
|
2025
Q3 | $64.4M | Sell |
293,117
-2,578
| -0.9% | -$584K | 1.47% | 17 |
|
|
2025
Q2 | $64.9M | Sell |
295,695
-42,724
| -13% | -$8.45M | 1.59% | 15 |
|
|
2025
Q1 | $54.2M | Buy |
338,419
+36,756
| +12% | +$7.98M | 1.51% | 17 |
|
|
2024
Q4 | $62.8M | Sell |
301,663
-543
| -0.2% | -$111K | 1.75% | 15 |
|
|
2024
Q3 | $53.4M | Buy |
302,206
+2,731
| +0.9% | +$498K | 1.52% | 16 |
|
|
2024
Q2 | $54.9M | Buy |
299,475
+573
| +0.2% | +$105K | 1.72% | 14 |
|
|
2024
Q1 | $50.1M | Buy |
298,902
+18,049
| +6% | +$3.01M | 1.79% | 12 |
|
|
2023
Q4 | $40.7M | Sell |
280,853
-13,390
| -5% | -$1.88M | 1.64% | 12 |
|
|
2023
Q3 | $35.8M | Buy |
294,243
+18,977
| +7% | +$2.54M | 1.63% | 12 |
|
|
2023
Q2 | $35.9M | Sell |
275,266
-26,620
| -9% | -$3.04M | 1.64% | 12 |
|
|
2023
Q1 | $31.2M | Buy |
301,886
+59,411
| +25% | +$5.74M | 1.5% | 11 |
|
|
2022
Q4 | $20.4M | Buy |
242,475
+22,665
| +10% | +$2.24M | 1.12% | 14 |
|
|
2022
Q3 | $24.8M | Buy |
219,810
+9,982
| +5% | +$1.26M | 1.58% | 11 |
|
|
2022
Q2 | $22.3M | Sell |
209,828
-15,752
| -7% | -$1.97M | 1.4% | 13 |
|
|
2022
Q1 | $36.8M | Buy |
225,580
+63,100
| +39% | +$9.75M | 1.87% | 9 |
|
|
2021
Q4 | $27.1M | Buy |
162,480
+5,000
| +3% | +$856K | 1.47% | 13 |
|
|
2021
Q3 | $25.9M | Buy |
157,480
+26,520
| +20% | +$4.57M | 1.48% | 12 |
|
|
2021
Q2 | $22.5M | Sell |
130,960
-839,480
| -87% | -$140M | 1.37% | 12 |
|
|
2021
Q1 | $150M | Sell |
970,440
-2,255,820
| -70% | -$358M | 6.94% | 3 |
|
|
2020
Q4 | $157M | Buy |
3,226,260
+3,107,540
| +2,618% | +$496M | 8.06% | 3 |
|
|
2020
Q3 | $18.7M | Sell |
118,720
-7,440
| -6% | -$1.17M | 1.63% | 10 |
|
|
2020
Q2 | $17.4M | Buy |
126,160
+3,680
| +3% | +$444K | 1.58% | 9 |
|
|
2020
Q1 | $12.5M | Buy |
122,480
+7,880
| +7% | +$763K | 1.33% | 11 |
|
|
2019
Q4 | $10.6M | Buy |
114,600
+17,940
| +19% | +$1.59M | 1.03% | 14 |
|
|
2019
Q3 | $8.39M | Buy |
96,660
+4,460
| +5% | +$414K | 0.93% | 16 |
|
|
2019
Q2 | $8.73M | Sell |
92,200
-2,220
| -2% | -$207K | 1% | 16 |
|
|
2019
Q1 | $8.41M | Buy |
94,420
+1,820
| +2% | +$151K | 1.02% | 16 |
|
|
2018
Q4 | $6.95M | Buy |
92,600
+4,600
| +5% | +$382K | 0.98% | 16 |
|
|
2018
Q3 | $7M | Buy |
88,000
+16,840
| +24% | +$1.58M | 0.94% | 16 |
|
|
2018
Q2 | $6.74M | Buy |
71,160
+6,160
| +9% | +$489K | 0.94% | 14 |
|
|
2018
Q1 | $4.7M | Sell |
65,000
-4,360
| -6% | -$312K | 0.75% | 23 |
|
|
2017
Q4 | $4.06M | Buy |
69,360
+26,140
| +60% | +$1.44M | 0.67% | 31 |
|
|
2017
Q3 | $2.08M | Buy |
+43,220
| New | +$2.12M | 0.47% | 48 |
|
Other funds holding AMZN
SCI
RG
ATO
Valeo Financial Advisors's AMZN Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Amazon (AMZN) stake by 0.98% in Q2 2026, selling an estimated $622K and leaving 251,509 shares worth $59.9M. The position accounts for 1.27% of the portfolio, ranked #19.
Valeo Financial Advisors first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $157M in Q4 2020. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Valeo Financial Advisors held 251,509 shares of Amazon worth $59.9M as of Q2 2026.
- Valeo Financial Advisors sold 2,477 Amazon shares in Q2 2026, an estimated $622K.
- Amazon made up 1.27% of Valeo Financial Advisors's portfolio in Q2 2026, its #19 holding.
- Valeo Financial Advisors first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Amazon position peaked at $157M in Q4 2020.
- 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.