CBFP
Cedar Brook Financial Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,256
| Closed | -$1.02M | – | 7 |
|
|
2024
Q2 | $1.02M | Sell |
5,256
-26,605
| -84% | -$5.14M | 7.64% | 4 |
|
|
2024
Q1 | $5.75M | Buy |
31,861
+193
| +0.6% | +$34.8K | 1.14% | 14 |
|
|
2023
Q4 | $4.91M | Buy |
31,668
+1,766
| +6% | +$274K | 1.09% | 15 |
|
|
2023
Q3 | $3.8M | Sell |
29,902
-1,340
| -4% | -$170K | 0.99% | 20 |
|
|
2023
Q2 | $4.07M | Buy |
31,242
+436
| +1% | +$56.8K | 0.97% | 17 |
|
|
2023
Q1 | $3.18M | Sell |
30,806
-1,762
| -5% | -$182K | 0.82% | 22 |
|
|
2022
Q4 | $2.74M | Buy |
32,568
+1,292
| +4% | +$109K | 0.77% | 24 |
|
|
2022
Q3 | $3.53M | Buy |
31,276
+732
| +2% | +$82.7K | 1.14% | 14 |
|
|
2022
Q2 | $3.24M | Buy |
30,544
+28,994
| +1,871% | +$3.08M | 1.02% | 20 |
|
|
2022
Q1 | $5.05M | Buy |
1,550
+28
| +2% | +$91.3K | 1.31% | 12 |
|
|
2021
Q4 | $5.08M | Buy |
1,522
+38
| +3% | +$127K | 1.3% | 12 |
|
|
2021
Q3 | $4.88M | Sell |
1,484
-23
| -2% | -$75.6K | 1.46% | 8 |
|
|
2021
Q2 | $5.18M | Sell |
1,507
-7
| -0.5% | -$24.1K | 1.5% | 8 |
|
|
2021
Q1 | $4.68M | Sell |
1,514
-142
| -9% | -$439K | 1.62% | 8 |
|
|
2020
Q4 | $5.39M | Sell |
1,656
-190
| -10% | -$619K | 1.91% | 7 |
|
|
2020
Q3 | $5.81M | Buy |
1,846
+82
| +5% | +$258K | 2.28% | 4 |
|
|
2020
Q2 | $4.87M | Buy |
1,764
+34
| +2% | +$93.8K | 2.17% | 5 |
|
|
2020
Q1 | $3.37M | Buy |
1,730
+117
| +7% | +$228K | 1.87% | 7 |
|
|
2019
Q4 | $2.98M | Sell |
1,613
-128
| -7% | -$237K | 1.27% | 9 |
|
|
2019
Q3 | $3.02M | Sell |
1,741
-92
| -5% | -$160K | 1.33% | 8 |
|
|
2019
Q2 | $3.47M | Sell |
1,833
-65
| -3% | -$123K | 1.6% | 5 |
|
|
2019
Q1 | $3.38M | Buy |
1,898
+497
| +35% | +$885K | 1.64% | 5 |
|
|
2018
Q4 | $2.1M | Buy |
+1,401
| New | +$2.1M | 1.28% | 11 |
|