Beacon Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Hold |
2,459
| – | – | 0.24% | 94 |
|
|
2025
Q1 | $468K | Buy |
2,459
+89
| +4% | +$16.9K | 0.22% | 104 |
|
|
2024
Q4 | $520K | Buy |
2,370
+180
| +8% | +$39.5K | 0.24% | 97 |
|
|
2024
Q3 | $408K | Hold |
2,190
| – | – | 0.19% | 116 |
|
|
2024
Q2 | $423K | Hold |
2,190
| – | – | 0.22% | 106 |
|
|
2024
Q1 | $395K | Buy |
2,190
+114
| +5% | +$20.6K | 0.23% | 97 |
|
|
2023
Q4 | $315K | Buy |
2,076
+160
| +8% | +$24.3K | 0.2% | 103 |
|
|
2023
Q3 | $244K | Hold |
1,916
| – | – | 0.17% | 108 |
|
|
2023
Q2 | $250K | Buy |
+1,916
| New | +$250K | 0.17% | 108 |
|