Valley Forge Investment Consultants’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
4,373
+1,272
| +41% | +$279K | 0.31% | 34 |
|
|
2025
Q1 | $590K | Sell |
3,101
-777
| -20% | -$148K | 0.21% | 41 |
|
|
2024
Q4 | $851K | Buy |
3,878
+800
| +26% | +$176K | 0.29% | 35 |
|
|
2024
Q3 | $574K | Buy |
3,078
+90
| +3% | +$16.8K | 0.2% | 44 |
|
|
2024
Q2 | $577K | Buy |
2,988
+920
| +44% | +$178K | 0.22% | 38 |
|
|
2024
Q1 | $373K | Sell |
2,068
-320
| -13% | -$57.7K | 0.15% | 48 |
|
|
2023
Q4 | $363K | Hold |
2,388
| – | – | 0.16% | 50 |
|
|
2023
Q3 | $304K | Buy |
2,388
+728
| +44% | +$92.5K | 0.14% | 53 |
|
|
2023
Q2 | $216K | Buy |
1,660
+100
| +6% | +$13K | 0.11% | 56 |
|
|
2023
Q1 | $161K | Buy |
+1,560
| New | +$161K | 0.08% | 61 |
|
|
2022
Q4 | – | Sell |
-2,021
| Closed | -$228K | – | 77 |
|
|
2022
Q3 | $228K | Hold |
2,021
| – | – | 0.13% | 61 |
|
|
2022
Q2 | $215K | Buy |
2,021
+41
| +2% | +$4.36K | 0.11% | 67 |
|
|
2022
Q1 | $323K | Buy |
1,980
+40
| +2% | +$6.53K | 0.13% | 58 |
|
|
2021
Q4 | $323K | Buy |
1,940
+280
| +17% | +$46.6K | 0.14% | 52 |
|
|
2021
Q3 | $273K | Sell |
1,660
-240
| -13% | -$39.5K | 0.15% | 55 |
|
|
2021
Q2 | $327K | Buy |
1,900
+680
| +56% | +$117K | 0.18% | 52 |
|
|
2021
Q1 | $189K | Sell |
1,220
-380
| -24% | -$58.9K | 0.13% | 60 |
|
|
2020
Q4 | $261K | Buy |
+1,600
| New | +$261K | 0.23% | 53 |
|