Valtinson Bruner Financial Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
5,490
+167
| +3% | +$36.6K | 0.38% | 49 |
|
|
2025
Q1 | $1.01M | Sell |
5,323
-145
| -3% | -$27.6K | 0.34% | 49 |
|
|
2024
Q4 | $1.2M | Sell |
5,468
-31
| -0.6% | -$6.8K | 0.42% | 54 |
|
|
2024
Q3 | $1.02M | Buy |
5,499
+157
| +3% | +$29.3K | 0.36% | 58 |
|
|
2024
Q2 | $1.03M | Buy |
5,342
+1,014
| +23% | +$196K | 0.41% | 54 |
|
|
2024
Q1 | $781K | Sell |
4,328
-190
| -4% | -$34.3K | 0.33% | 62 |
|
|
2023
Q4 | $686K | Buy |
4,518
+120
| +3% | +$18.2K | 0.35% | 64 |
|
|
2023
Q3 | $559K | Buy |
4,398
+11
| +0.3% | +$1.4K | 0.31% | 68 |
|
|
2023
Q2 | $572K | Buy |
4,387
+1,100
| +33% | +$143K | 0.31% | 67 |
|
|
2023
Q1 | $340K | Buy |
3,287
+111
| +3% | +$11.5K | 0.19% | 90 |
|
|
2022
Q4 | $303K | Buy |
3,176
+77
| +2% | +$7.35K | 0.18% | 93 |
|
|
2022
Q3 | $350K | Sell |
3,099
-27
| -0.9% | -$3.05K | 0.22% | 74 |
|
|
2022
Q2 | $332K | Buy |
3,126
+26
| +0.8% | +$2.76K | 0.2% | 71 |
|
|
2022
Q1 | $470K | Buy |
3,100
+280
| +10% | +$42.5K | 0.27% | 62 |
|
|
2021
Q4 | $470K | Sell |
2,820
-80
| -3% | -$13.3K | 0.26% | 66 |
|
|
2021
Q3 | $495K | Sell |
2,900
-60
| -2% | -$10.2K | 0.27% | 57 |
|
|
2021
Q2 | $537K | Hold |
2,960
| – | – | 0.31% | 55 |
|
|
2021
Q1 | $500K | Sell |
2,960
-40
| -1% | -$6.76K | 0.29% | 50 |
|
|
2020
Q4 | $474K | Buy |
3,000
+20
| +0.7% | +$3.16K | 0.3% | 53 |
|
|
2020
Q3 | $448K | Sell |
2,980
-1,160
| -28% | -$174K | 0.31% | 50 |
|
|
2020
Q2 | $656K | Hold |
4,140
| – | – | 0.47% | 42 |
|
|
2020
Q1 | $479K | Buy |
4,140
+20
| +0.5% | +$2.31K | 0.39% | 42 |
|
|
2019
Q4 | $392K | Hold |
4,120
| – | – | 0.28% | 49 |
|
|
2019
Q3 | $357K | Sell |
4,120
-140
| -3% | -$12.1K | 0.29% | 47 |
|
|
2019
Q2 | $403K | Sell |
4,260
-480
| -10% | -$45.4K | 0.34% | 29 |
|
|
2019
Q1 | $422K | Hold |
4,740
| – | – | 0.37% | 26 |
|
|
2018
Q4 | $356K | Buy |
+4,740
| New | +$356K | 0.37% | 23 |
|