VHAM
Van Hulzen Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
83,734
+17,094
| +26% | +$3.75M | 1.53% | 19 |
|
|
2025
Q1 | $12.7M | Sell |
66,640
-22,738
| -25% | -$4.33M | 1.16% | 26 |
|
|
2024
Q4 | $19.6M | Buy |
89,378
+880
| +1% | +$193K | 1.43% | 19 |
|
|
2024
Q3 | $16.5M | Sell |
88,498
-33,721
| -28% | -$6.28M | 1.19% | 23 |
|
|
2024
Q2 | $23.6M | Sell |
122,219
-26,014
| -18% | -$5.03M | 1.58% | 14 |
|
|
2024
Q1 | $26.7M | Sell |
148,233
-809
| -0.5% | -$146K | 1.77% | 12 |
|
|
2023
Q4 | $22.6M | Buy |
149,042
+13,114
| +10% | +$1.99M | 1.59% | 12 |
|
|
2023
Q3 | $17.3M | Buy |
135,928
+102,460
| +306% | +$13M | 1.33% | 21 |
|
|
2023
Q2 | $4.36M | Buy |
33,468
+1,688
| +5% | +$220K | 0.37% | 61 |
|
|
2023
Q1 | $3.28M | Buy |
31,780
+3,143
| +11% | +$325K | 0.31% | 69 |
|
|
2022
Q4 | $2.41M | Buy |
28,637
+4,166
| +17% | +$350K | 0.28% | 79 |
|
|
2022
Q3 | $2.77M | Sell |
24,471
-12,744
| -34% | -$1.44M | 0.34% | 69 |
|
|
2022
Q2 | $3.95M | Buy |
37,215
+33,222
| +832% | +$3.53M | 0.47% | 58 |
|
|
2022
Q1 | $13M | Buy |
3,993
+82
| +2% | +$267K | 1.38% | 22 |
|
|
2021
Q4 | $13.1M | Buy |
3,911
+1,328
| +51% | +$4.44M | 1.43% | 19 |
|
|
2021
Q3 | $8.49M | Buy |
2,583
+28
| +1% | +$92K | 1.26% | 25 |
|
|
2021
Q2 | $8.79M | Sell |
2,555
-173
| -6% | -$595K | 1.32% | 26 |
|
|
2021
Q1 | $8.44M | Sell |
2,728
-854
| -24% | -$2.64M | 1.35% | 24 |
|
|
2020
Q4 | $11.7M | Sell |
3,582
-1,854
| -34% | -$6.04M | 1.77% | 14 |
|
|
2020
Q3 | $17.1M | Buy |
5,436
+1,681
| +45% | +$5.29M | 2.58% | 4 |
|
|
2020
Q2 | $10.4M | Sell |
3,755
-168
| -4% | -$463K | 1.56% | 18 |
|
|
2020
Q1 | $7.65M | Buy |
3,923
+248
| +7% | +$484K | 1.65% | 18 |
|
|
2019
Q4 | $6.79M | Buy |
3,675
+454
| +14% | +$839K | 1.32% | 24 |
|
|
2019
Q3 | $5.59M | Sell |
3,221
-82
| -2% | -$142K | 1.18% | 30 |
|
|
2019
Q2 | $6.26M | Buy |
3,303
+486
| +17% | +$920K | 1.37% | 27 |
|
|
2019
Q1 | $5.02M | Buy |
2,817
+377
| +15% | +$671K | 1.35% | 26 |
|
|
2018
Q4 | $3.67M | Buy |
2,440
+170
| +7% | +$255K | 1.06% | 30 |
|
|
2018
Q3 | $4.55M | Buy |
2,270
+386
| +20% | +$773K | 1.21% | 28 |
|
|
2018
Q2 | $3.2M | Buy |
1,884
+139
| +8% | +$236K | 0.95% | 40 |
|
|
2018
Q1 | $2.53M | Buy |
1,745
+10
| +0.6% | +$14.5K | 0.77% | 48 |
|
|
2017
Q4 | $2.03M | Buy |
1,735
+32
| +2% | +$37.4K | 0.62% | 54 |
|
|
2017
Q3 | $1.64M | Buy |
1,703
+119
| +8% | +$114K | 0.55% | 56 |
|
|
2017
Q2 | $1.53M | Buy |
1,584
+694
| +78% | +$672K | 0.61% | 53 |
|
|
2017
Q1 | $789K | Sell |
890
-55
| -6% | -$48.8K | 0.36% | 66 |
|
|
2016
Q4 | $709K | Buy |
945
+728
| +335% | +$546K | 0.33% | 74 |
|
|
2016
Q3 | $182K | Hold |
217
| – | – | 0.1% | 113 |
|
|
2016
Q2 | $155K | Hold |
217
| – | – | 0.09% | 115 |
|
|
2016
Q1 | $129K | Sell |
217
-11
| -5% | -$6.54K | 0.07% | 123 |
|
|
2015
Q4 | $154K | Sell |
228
-11
| -5% | -$7.43K | 0.1% | 108 |
|
|
2015
Q3 | $122K | Buy |
+239
| New | +$122K | 0.08% | 127 |
|