Valtinson Bruner Financial Planning’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 | $1.61M | Buy |
6,741
+74
| +1% | +$18.6K | 0.4% | 45 |
|
|
2026
Q1 | $1.39M | Buy |
6,667
+177
| +3% | +$39K | 0.38% | 47 |
|
|
2025
Q4 | $1.5M | Sell |
6,490
-91
| -1% | -$20.8K | 0.43% | 45 |
|
|
2025
Q3 | $1.44M | Buy |
6,581
+1,091
| +20% | +$247K | 0.43% | 44 |
|
|
2025
Q2 | $1.2M | Buy |
5,490
+167
| +3% | +$33K | 0.38% | 49 |
|
|
2025
Q1 | $1.01M | Sell |
5,323
-145
| -3% | -$31.5K | 0.34% | 49 |
|
|
2024
Q4 | $1.2M | Sell |
5,468
-31
| -0.6% | -$6.34K | 0.42% | 54 |
|
|
2024
Q3 | $1.02M | Buy |
5,499
+157
| +3% | +$28.6K | 0.36% | 58 |
|
|
2024
Q2 | $1.03M | Buy |
5,342
+1,014
| +23% | +$186K | 0.41% | 54 |
|
|
2024
Q1 | $781K | Sell |
4,328
-190
| -4% | -$31.7K | 0.33% | 62 |
|
|
2023
Q4 | $686K | Buy |
4,518
+120
| +3% | +$16.8K | 0.35% | 64 |
|
|
2023
Q3 | $559K | Buy |
4,398
+11
| +0.3% | +$1.47K | 0.31% | 68 |
|
|
2023
Q2 | $572K | Buy |
4,387
+1,100
| +33% | +$126K | 0.31% | 67 |
|
|
2023
Q1 | $340K | Buy |
3,287
+111
| +3% | +$10.7K | 0.19% | 90 |
|
|
2022
Q4 | $303K | Buy |
3,176
+77
| +2% | +$7.61K | 0.18% | 93 |
|
|
2022
Q3 | $350K | Sell |
3,099
-27
| -0.9% | -$3.41K | 0.22% | 74 |
|
|
2022
Q2 | $332K | Buy |
3,126
+26
| +0.8% | +$3.25K | 0.2% | 71 |
|
|
2022
Q1 | $470K | Buy |
3,100
+280
| +10% | +$43.3K | 0.27% | 62 |
|
|
2021
Q4 | $470K | Sell |
2,820
-80
| -3% | -$13.7K | 0.26% | 66 |
|
|
2021
Q3 | $495K | Sell |
2,900
-60
| -2% | -$10.3K | 0.27% | 57 |
|
|
2021
Q2 | $537K | Hold |
2,960
| – | – | 0.31% | 55 |
|
|
2021
Q1 | $500K | Sell |
2,960
-40
| -1% | -$6.34K | 0.29% | 50 |
|
|
2020
Q4 | $474K | Buy |
3,000
+20
| +0.7% | +$3.19K | 0.3% | 53 |
|
|
2020
Q3 | $448K | Sell |
2,980
-1,160
| -28% | -$183K | 0.31% | 50 |
|
|
2020
Q2 | $656K | Hold |
4,140
| – | – | 0.47% | 42 |
|
|
2020
Q1 | $479K | Buy |
4,140
+20
| +0.5% | +$1.94K | 0.39% | 42 |
|
|
2019
Q4 | $392K | Hold |
4,120
| – | – | 0.28% | 49 |
|
|
2019
Q3 | $357K | Sell |
4,120
-140
| -3% | -$13K | 0.29% | 47 |
|
|
2019
Q2 | $403K | Sell |
4,260
-480
| -10% | -$44.7K | 0.34% | 29 |
|
|
2019
Q1 | $422K | Hold |
4,740
| – | – | 0.37% | 26 |
|
|
2018
Q4 | $356K | Buy |
+4,740
| New | +$394K | 0.37% | 23 |
|
Other funds holding AMZN
Valtinson Bruner Financial Planning's AMZN Position: Q2 2026 in Review
Valtinson Bruner Financial Planning increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $18.6K and bringing the position to 6,741 shares worth $1.61M. The position accounts for 0.4% of the portfolio, ranked #45.
Valtinson Bruner Financial Planning first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Valtinson Bruner Financial Planning held 6,741 shares of Amazon worth $1.61M as of Q2 2026.
- Valtinson Bruner Financial Planning bought 74 Amazon shares in Q2 2026, an estimated $18.6K.
- Amazon made up 0.4% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #45 holding.
- Valtinson Bruner Financial Planning first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.