BFA
Beaumont Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7M | Sell |
162,704
-408
| -0.3% | -$89.5K | 2.58% | 8 |
|
|
2025
Q1 | $31M | Buy |
163,112
+824
| +0.5% | +$157K | 2.43% | 9 |
|
|
2024
Q4 | $35.6M | Sell |
162,288
-1,643
| -1% | -$360K | 2.67% | 8 |
|
|
2024
Q3 | $30.5M | Sell |
163,931
-4,183
| -2% | -$779K | 2.39% | 7 |
|
|
2024
Q2 | $32.5M | Sell |
168,114
-1,302
| -0.8% | -$252K | 2.6% | 6 |
|
|
2024
Q1 | $30.6M | Buy |
169,416
+1,481
| +0.9% | +$267K | 2.52% | 7 |
|
|
2023
Q4 | $25.5M | Buy |
167,935
+228
| +0.1% | +$34.6K | 2.33% | 9 |
|
|
2023
Q3 | $21.3M | Buy |
167,707
+9
| +0% | +$1.14K | 2.13% | 9 |
|
|
2023
Q2 | $21.9M | Buy |
167,698
+4,631
| +3% | +$604K | 2.02% | 14 |
|
|
2023
Q1 | $16.8M | Buy |
163,067
+15,955
| +11% | +$1.65M | 1.71% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
147,112
-36,845
| -20% | -$3.09M | 1.24% | 22 |
|
|
2022
Q3 | $20.8M | Buy |
183,957
+1,884
| +1% | +$213K | 1.99% | 13 |
|
|
2022
Q2 | $19.3M | Buy |
182,073
+173,201
| +1,952% | +$18.4M | 1.74% | 12 |
|
|
2022
Q1 | $28.9M | Buy |
8,872
+70
| +0.8% | +$228K | 2.2% | 7 |
|
|
2021
Q4 | $29.3M | Sell |
8,802
-120
| -1% | -$400K | 2.13% | 9 |
|
|
2021
Q3 | $29.3M | Buy |
8,922
+80
| +0.9% | +$263K | 2.26% | 8 |
|
|
2021
Q2 | $30.4M | Buy |
8,842
+612
| +7% | +$2.11M | 2.32% | 7 |
|
|
2021
Q1 | $25.5M | Buy |
8,230
+285
| +4% | +$882K | 2.16% | 7 |
|
|
2020
Q4 | $25.9M | Sell |
7,945
-1,341
| -14% | -$4.37M | 2.3% | 8 |
|
|
2020
Q3 | $29.2M | Buy |
9,286
+122
| +1% | +$384K | 2.79% | 4 |
|
|
2020
Q2 | $25.3M | Buy |
9,164
+77
| +0.8% | +$212K | 2.64% | 4 |
|
|
2020
Q1 | $17.7M | Buy |
9,087
+84
| +0.9% | +$164K | 2.24% | 10 |
|
|
2019
Q4 | $16.6M | Buy |
9,003
+4,229
| +89% | +$7.81M | 1.64% | 23 |
|
|
2019
Q3 | $8.29M | Buy |
4,774
+260
| +6% | +$451K | 0.83% | 38 |
|
|
2019
Q2 | $8.55M | Buy |
4,514
+287
| +7% | +$543K | 0.88% | 37 |
|
|
2019
Q1 | $7.53M | Buy |
4,227
+165
| +4% | +$294K | 0.81% | 39 |
|
|
2018
Q4 | $6.1M | Sell |
4,062
-29
| -0.7% | -$43.6K | 1% | 29 |
|
|
2018
Q3 | $8.19M | Buy |
4,091
+130
| +3% | +$260K | 0.82% | 38 |
|
|
2018
Q2 | $6.73M | Buy |
3,961
+2,610
| +193% | +$4.44M | 0.71% | 39 |
|
|
2018
Q1 | $1.96M | Buy |
1,351
+337
| +33% | +$488K | 0.22% | 77 |
|
|
2017
Q4 | $1.19M | Buy |
1,014
+228
| +29% | +$267K | 0.14% | 93 |
|
|
2017
Q3 | $756K | Buy |
786
+7
| +0.9% | +$6.73K | 0.09% | 98 |
|
|
2017
Q2 | $754K | Buy |
779
+234
| +43% | +$226K | 0.1% | 100 |
|
|
2017
Q1 | $483K | Buy |
545
+3
| +0.6% | +$2.66K | 0.07% | 120 |
|
|
2016
Q4 | $406K | Buy |
542
+78
| +17% | +$58.4K | 0.06% | 101 |
|
|
2016
Q3 | $388K | Hold |
464
| – | – | 0.06% | 110 |
|
|
2016
Q2 | $332K | Buy |
+464
| New | +$332K | 0.05% | 110 |
|
|
2016
Q1 | – | Sell |
-425
| Closed | -$287K | – | 131 |
|
|
2015
Q4 | $287K | Buy |
+425
| New | +$287K | 0.05% | 98 |
|
|
2014
Q1 | – | Sell |
-762
| Closed | -$304K | – | 130 |
|
|
2013
Q4 | $304K | Buy |
+762
| New | +$304K | 0.03% | 123 |
|