CCFP
Charles Carroll Financial Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.82M | Buy |
11,990
+650
| +6% | +$98.8K | 1.96% | 17 |
|
|
2023
Q3 | $1.44M | Buy |
11,340
+1,400
| +14% | +$178K | 1.79% | 18 |
|
|
2023
Q2 | $1.3M | Buy |
9,940
+900
| +10% | +$117K | 1.65% | 17 |
|
|
2023
Q1 | $934K | Buy |
9,040
+300
| +3% | +$31K | 1.43% | 19 |
|
|
2022
Q4 | $734K | Hold |
8,740
| – | – | 1.13% | 22 |
|
|
2022
Q3 | $988K | Buy |
8,740
+3,970
| +83% | +$449K | 1.59% | 16 |
|
|
2022
Q2 | $507K | Buy |
4,770
+2,626
| +122% | +$279K | 0.66% | 30 |
|
|
2022
Q1 | $6.99M | Sell |
2,144
-120
| -5% | -$391K | 7.24% | 5 |
|
|
2021
Q4 | $7.55M | Buy |
+2,264
| New | +$7.55M | 7.5% | 4 |
|