VA
Valmark Advisers’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
61,617
+2,329
| +4% | +$511K | 0.19% | 65 |
|
|
2025
Q1 | $11.3M | Sell |
59,288
-2,134
| -3% | -$406K | 0.17% | 71 |
|
|
2024
Q4 | $13.5M | Sell |
61,422
-253
| -0.4% | -$55.5K | 0.21% | 61 |
|
|
2024
Q3 | $11.5M | Buy |
61,675
+1,240
| +2% | +$231K | 0.18% | 64 |
|
|
2024
Q2 | $11.7M | Sell |
60,435
-58
| -0.1% | -$11.2K | 0.2% | 58 |
|
|
2024
Q1 | $10.9M | Buy |
60,493
+9,678
| +19% | +$1.75M | 0.19% | 57 |
|
|
2023
Q4 | $7.72M | Sell |
50,815
-1,918
| -4% | -$291K | 0.14% | 63 |
|
|
2023
Q3 | $6.7M | Buy |
52,733
+60
| +0.1% | +$7.63K | 0.14% | 62 |
|
|
2023
Q2 | $6.87M | Sell |
52,673
-6,234
| -11% | -$813K | 0.14% | 63 |
|
|
2023
Q1 | $6.08M | Buy |
58,907
+8,609
| +17% | +$889K | 0.13% | 64 |
|
|
2022
Q4 | $4.23M | Buy |
50,298
+1,960
| +4% | +$165K | 0.1% | 79 |
|
|
2022
Q3 | $5.46M | Buy |
48,338
+3,051
| +7% | +$345K | 0.11% | 61 |
|
|
2022
Q2 | $4.81M | Buy |
45,287
+43,124
| +1,994% | +$4.58M | 0.09% | 64 |
|
|
2022
Q1 | $7.05M | Buy |
2,163
+129
| +6% | +$421K | 0.12% | 59 |
|
|
2021
Q4 | $6.78M | Sell |
2,034
-62
| -3% | -$207K | 0.12% | 60 |
|
|
2021
Q3 | $6.89M | Buy |
2,096
+180
| +9% | +$591K | 0.13% | 53 |
|
|
2021
Q2 | $6.59M | Buy |
1,916
+221
| +13% | +$760K | 0.12% | 52 |
|
|
2021
Q1 | $5.24M | Buy |
1,695
+63
| +4% | +$195K | 0.1% | 56 |
|
|
2020
Q4 | $5.32M | Buy |
1,632
+458
| +39% | +$1.49M | 0.11% | 54 |
|
|
2020
Q3 | $3.7M | Buy |
1,174
+107
| +10% | +$337K | 0.08% | 62 |
|
|
2020
Q2 | $2.94M | Buy |
1,067
+217
| +26% | +$599K | 0.07% | 61 |
|
|
2020
Q1 | $1.66M | Buy |
850
+74
| +10% | +$144K | 0.04% | 73 |
|
|
2019
Q4 | $1.43M | Sell |
776
-553
| -42% | -$1.02M | 0.03% | 81 |
|
|
2019
Q3 | $2.31M | Buy |
1,329
+448
| +51% | +$778K | 0.05% | 60 |
|
|
2019
Q2 | $1.67M | Hold |
881
| – | – | 0.04% | 71 |
|
|
2019
Q1 | $1.57M | Hold |
881
| – | – | 0.03% | 67 |
|
|
2018
Q4 | $1.32M | Buy |
881
+377
| +75% | +$566K | 0.03% | 70 |
|
|
2018
Q3 | $1.01M | Hold |
504
| – | – | 0.02% | 86 |
|
|
2018
Q2 | $857K | Sell |
504
-5
| -1% | -$8.5K | 0.02% | 88 |
|
|
2018
Q1 | $737K | Sell |
509
-61
| -11% | -$88.3K | 0.02% | 94 |
|
|
2017
Q4 | $667K | Buy |
+570
| New | +$667K | 0.01% | 104 |
|