VVP
Vulcan Value Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439M | Buy |
1,939,874
+184,502
| +11% | +$41.8M | 7.74% | 2 |
|
|
2025
Q1 | $334M | Sell |
1,755,372
-181,304
| -9% | -$34.5M | 6.27% | 5 |
|
|
2024
Q4 | $425M | Sell |
1,936,676
-345,708
| -15% | -$75.8M | 7.11% | 3 |
|
|
2024
Q3 | $425M | Sell |
2,282,384
-208,423
| -8% | -$38.8M | 7.12% | 1 |
|
|
2024
Q2 | $482M | Sell |
2,490,807
-418,491
| -14% | -$80.9M | 7.35% | 1 |
|
|
2024
Q1 | $525M | Sell |
2,909,298
-227,714
| -7% | -$41.1M | 7.62% | 2 |
|
|
2023
Q4 | $476M | Sell |
3,137,012
-420,410
| -12% | -$63.9M | 6.99% | 2 |
|
|
2023
Q3 | $452M | Sell |
3,557,422
-821,179
| -19% | -$104M | 6.89% | 1 |
|
|
2023
Q2 | $571M | Sell |
4,378,601
-819,956
| -16% | -$107M | 7.17% | 2 |
|
|
2023
Q1 | $537M | Buy |
5,198,557
+130,833
| +3% | +$13.5M | 6.79% | 2 |
|
|
2022
Q4 | $426M | Sell |
5,067,724
-236,517
| -4% | -$19.9M | 5.72% | 5 |
|
|
2022
Q3 | $599M | Sell |
5,304,241
-1,220,006
| -19% | -$138M | 7.01% | 1 |
|
|
2022
Q2 | $693M | Buy |
6,524,247
+6,163,068
| +1,706% | +$655M | 6.78% | 2 |
|
|
2022
Q1 | $1.18B | Sell |
361,179
-29,362
| -8% | -$95.7M | 7.23% | 2 |
|
|
2021
Q4 | $1.3B | Buy |
390,541
+8,888
| +2% | +$29.6M | 6.66% | 3 |
|
|
2021
Q3 | $1.25B | Buy |
381,653
+15,896
| +4% | +$52.2M | 6.74% | 4 |
|
|
2021
Q2 | $1.26B | Sell |
365,757
-509
| -0.1% | -$1.75M | 6.82% | 4 |
|
|
2021
Q1 | $1.13B | Buy |
366,266
+70,896
| +24% | +$219M | 6.69% | 4 |
|
|
2020
Q4 | $962M | Buy |
295,370
+15,340
| +5% | +$50M | 6.22% | 4 |
|
|
2020
Q3 | $882M | Sell |
280,030
-47,257
| -14% | -$149M | 6.86% | 6 |
|
|
2020
Q2 | $903M | Buy |
327,287
+39,251
| +14% | +$108M | 7.1% | 4 |
|
|
2020
Q1 | $562M | Sell |
288,036
-40,843
| -12% | -$79.6M | 5.82% | 6 |
|
|
2019
Q4 | $608M | Buy |
328,879
+22,654
| +7% | +$41.9M | 4.66% | 9 |
|
|
2019
Q3 | $532M | Buy |
306,225
+32,447
| +12% | +$56.3M | 4.5% | 8 |
|
|
2019
Q2 | $518M | Sell |
273,778
-36,824
| -12% | -$69.7M | 4.61% | 7 |
|
|
2019
Q1 | $553M | Buy |
310,602
+56,574
| +22% | +$101M | 4.77% | 7 |
|
|
2018
Q4 | $382M | Buy |
+254,028
| New | +$382M | 3.52% | 13 |
|