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AMZN icon

Bard Financial Services’s Amazon AMZN Stock Holding History

Bard Financial Services’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.3M Sell
51,615
-475
-0.9% -$108K 1.24% 17
2025
Q2 		$11.4M Sell
52,090
-325
-0.6% -$64.3K 1.36% 16
2025
Q1 		$9.97M Sell
52,415
-3,275
-6% -$711K 1.22% 19
2024
Q4 		$12.2M Buy
55,690
+475
+0.9% +$97.2K 1.47% 12
2024
Q3 		$10.3M Sell
55,215
-3,180
-5% -$580K 1.21% 19
2024
Q2 		$11.3M Sell
58,395
-1,025
-2% -$188K 1.17% 26
2024
Q1 		$10.7M Sell
59,420
-1,575
-3% -$263K 1.14% 26
2023
Q4 		$9.27M Sell
60,995
-1,300
-2% -$182K 1.04% 28
2023
Q3 		$7.92M Buy
62,295
+750
+1% +$100K 0.98% 28
2023
Q2 		$8.02M Sell
61,545
-5,675
-8% -$648K 0.61% 42
2023
Q1 		$6.94M Buy
67,220
+3,620
+6% +$350K 0.56% 50
2022
Q4 		$5.34M Buy
63,600
+1,175
+2% +$116K 0.45% 55
2022
Q3 		$7.05M Buy
62,425
+2,250
+4% +$284K 0.66% 37
2022
Q2 		$6.39M Buy
60,175
+7,775
+15% +$973K 0.58% 46
2022
Q1 		$8.54M Buy
52,400
+3,300
+7% +$510K 0.7% 36
2021
Q4 		$8.19M Buy
49,100
+3,000
+7% +$513K 0.66% 41
2021
Q3 		$7.57M Buy
46,100
+1,100
+2% +$190K 0.67% 43
2021
Q2 		$7.74M Buy
45,000
+1,300
+3% +$216K 0.69% 40
2021
Q1 		$6.76M Buy
43,700
+900
+2% +$143K 0.66% 44
2020
Q4 		$6.97M Buy
+42,800
New +$6.83M 0.7% 39

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return