Zimmermann Investment Management & Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,737
| Closed | -$5.73M | – | 9 |
|
|
2024
Q3 | $5.73M | Buy |
30,737
+342
| +1% | +$63.7K | 1.76% | 17 |
|
|
2024
Q2 | $5.87M | Buy |
30,395
+190
| +0.6% | +$36.7K | 1.96% | 16 |
|
|
2024
Q1 | $5.45M | Buy |
30,205
+476
| +2% | +$85.9K | 1.96% | 14 |
|
|
2023
Q4 | $4.52M | Buy |
29,729
+1,226
| +4% | +$186K | 1.85% | 20 |
|
|
2023
Q3 | $3.62M | Buy |
28,503
+2,520
| +10% | +$320K | 1.74% | 23 |
|
|
2023
Q2 | $3.39M | Buy |
25,983
+259
| +1% | +$33.8K | 1.57% | 26 |
|
|
2023
Q1 | $2.66M | Sell |
25,724
-1,015
| -4% | -$105K | 1.39% | 23 |
|
|
2022
Q4 | $2.25M | Sell |
26,739
-187
| -0.7% | -$15.7K | 1.3% | 24 |
|
|
2022
Q3 | $3.04M | Buy |
26,926
+960
| +4% | +$108K | 1.89% | 19 |
|
|
2022
Q2 | $2.76M | Buy |
25,966
+2,786
| +12% | +$296K | 1.89% | 19 |
|
|
2022
Q1 | $3.78M | Buy |
23,180
+980
| +4% | +$160K | 2.24% | 16 |
|
|
2021
Q4 | $3.7M | Buy |
+22,200
| New | +$3.7M | 2.08% | 19 |
|