VFA
Valeo Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1M | Buy |
734,537
+396,118
| +117% | +$34.6M | 1.54% | 15 |
|
|
2025
Q1 | $54.2M | Buy |
338,419
+36,756
| +12% | +$5.89M | 1.51% | 17 |
|
|
2024
Q4 | $62.8M | Sell |
301,663
-543
| -0.2% | -$113K | 1.75% | 15 |
|
|
2024
Q3 | $53.4M | Buy |
302,206
+2,731
| +0.9% | +$483K | 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% | +$3.02M | 1.79% | 12 |
|
|
2023
Q4 | $40.7M | Sell |
280,853
-13,390
| -5% | -$1.94M | 1.64% | 12 |
|
|
2023
Q3 | $35.8M | Buy |
294,243
+18,977
| +7% | +$2.31M | 1.63% | 12 |
|
|
2023
Q2 | $35.9M | Sell |
275,266
-26,620
| -9% | -$3.47M | 1.64% | 12 |
|
|
2023
Q1 | $31.2M | Buy |
301,886
+59,411
| +25% | +$6.14M | 1.5% | 11 |
|
|
2022
Q4 | $20.4M | Buy |
242,475
+22,665
| +10% | +$1.9M | 1.12% | 14 |
|
|
2022
Q3 | $24.8M | Buy |
219,810
+9,982
| +5% | +$1.13M | 1.58% | 11 |
|
|
2022
Q2 | $22.3M | Buy |
209,828
+198,549
| +1,760% | +$21.1M | 1.4% | 13 |
|
|
2022
Q1 | $36.8M | Buy |
11,279
+3,155
| +39% | +$10.3M | 1.87% | 9 |
|
|
2021
Q4 | $27.1M | Buy |
8,124
+250
| +3% | +$834K | 1.47% | 13 |
|
|
2021
Q3 | $25.9M | Buy |
7,874
+1,326
| +20% | +$4.36M | 1.48% | 12 |
|
|
2021
Q2 | $22.5M | Sell |
6,548
-41,974
| -87% | -$144M | 1.37% | 12 |
|
|
2021
Q1 | $150M | Sell |
48,522
-112,791
| -70% | -$349M | 6.94% | 3 |
|
|
2020
Q4 | $157M | Buy |
161,313
+155,377
| +2,618% | +$151M | 8.06% | 3 |
|
|
2020
Q3 | $18.7M | Sell |
5,936
-372
| -6% | -$1.17M | 1.63% | 10 |
|
|
2020
Q2 | $17.4M | Buy |
6,308
+184
| +3% | +$508K | 1.58% | 9 |
|
|
2020
Q1 | $12.5M | Buy |
6,124
+394
| +7% | +$805K | 1.33% | 11 |
|
|
2019
Q4 | $10.6M | Buy |
5,730
+897
| +19% | +$1.66M | 1.03% | 14 |
|
|
2019
Q3 | $8.39M | Buy |
4,833
+223
| +5% | +$387K | 0.93% | 16 |
|
|
2019
Q2 | $8.73M | Sell |
4,610
-111
| -2% | -$210K | 1% | 16 |
|
|
2019
Q1 | $8.41M | Buy |
4,721
+91
| +2% | +$162K | 1.02% | 16 |
|
|
2018
Q4 | $6.95M | Buy |
4,630
+230
| +5% | +$345K | 0.98% | 16 |
|
|
2018
Q3 | $7M | Buy |
4,400
+842
| +24% | +$1.34M | 0.94% | 16 |
|
|
2018
Q2 | $6.74M | Buy |
3,558
+308
| +9% | +$584K | 0.94% | 14 |
|
|
2018
Q1 | $4.7M | Sell |
3,250
-218
| -6% | -$316K | 0.75% | 23 |
|
|
2017
Q4 | $4.06M | Buy |
3,468
+1,307
| +60% | +$1.53M | 0.67% | 31 |
|
|
2017
Q3 | $2.08M | Buy |
+2,161
| New | +$2.08M | 0.47% | 47 |
|