BFA
Beacon Financial Advisory’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
22,489
+1,012
| +5% | +$222K | 1.28% | 12 |
|
|
2025
Q1 | $4.09M | Buy |
21,477
+2,521
| +13% | +$480K | 1.24% | 11 |
|
|
2024
Q4 | $4.16M | Buy |
18,956
+386
| +2% | +$84.7K | 1.35% | 12 |
|
|
2024
Q3 | $3.46M | Buy |
18,570
+200
| +1% | +$37.3K | 1.18% | 15 |
|
|
2024
Q2 | $3.55M | Buy |
18,370
+4,650
| +34% | +$899K | 1.33% | 13 |
|
|
2024
Q1 | $2.47M | Hold |
13,720
| – | – | 1.2% | 13 |
|
|
2023
Q4 | $2.08M | Buy |
13,720
+532
| +4% | +$80.8K | 1.01% | 17 |
|
|
2023
Q3 | $1.68M | Buy |
13,188
+3,081
| +30% | +$392K | 0.93% | 23 |
|
|
2023
Q2 | $1.32M | Buy |
10,107
+235
| +2% | +$30.6K | 0.76% | 31 |
|
|
2023
Q1 | $1.02M | Buy |
9,872
+790
| +9% | +$81.6K | 0.65% | 44 |
|
|
2022
Q4 | $763K | Buy |
9,082
+541
| +6% | +$45.4K | 0.55% | 57 |
|
|
2022
Q3 | $965K | Sell |
8,541
-632
| -7% | -$71.4K | 0.69% | 42 |
|
|
2022
Q2 | $974K | Buy |
9,173
+8,703
| +1,852% | +$924K | 0.55% | 51 |
|
|
2022
Q1 | $1.53M | Buy |
470
+35
| +8% | +$114K | 0.73% | 39 |
|
|
2021
Q4 | $1.45M | Buy |
435
+45
| +12% | +$150K | 0.67% | 37 |
|
|
2021
Q3 | $1.28M | Buy |
390
+3
| +0.8% | +$9.85K | 0.67% | 40 |
|
|
2021
Q2 | $1.33M | Buy |
387
+1
| +0.3% | +$3.44K | 0.72% | 31 |
|
|
2021
Q1 | $1.19M | Buy |
386
+35
| +10% | +$108K | 0.68% | 35 |
|
|
2020
Q4 | $1.14M | Hold |
351
| – | – | 0.74% | 36 |
|
|
2020
Q3 | $1.11M | Buy |
351
+5
| +1% | +$15.7K | 0.96% | 29 |
|
|
2020
Q2 | $954K | Buy |
346
+27
| +8% | +$74.4K | 1.04% | 29 |
|
|
2020
Q1 | $621K | Sell |
319
-101
| -24% | -$197K | 0.79% | 36 |
|
|
2019
Q4 | $776K | Buy |
+420
| New | +$776K | 0.66% | 44 |
|