EFS
Essex Financial Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Buy |
123,212
+5,871
| +5% | +$1.29M | 1.77% | 8 |
|
|
2025
Q1 | $22.3M | Sell |
117,341
-2,219
| -2% | -$422K | 1.61% | 8 |
|
|
2024
Q4 | $26.2M | Buy |
119,560
+2,926
| +3% | +$642K | 1.85% | 8 |
|
|
2024
Q3 | $22.1M | Sell |
116,634
-8,234
| -7% | -$1.56M | 1.59% | 11 |
|
|
2024
Q2 | $20.7M | Buy |
124,868
+7,309
| +6% | +$1.21M | 1.54% | 10 |
|
|
2024
Q1 | $21.2M | Buy |
117,559
+6,365
| +6% | +$1.15M | 1.96% | 6 |
|
|
2023
Q4 | $16.9M | Buy |
111,194
+774
| +0.7% | +$118K | 1.75% | 7 |
|
|
2023
Q3 | $14M | Sell |
110,420
-554
| -0.5% | -$70.4K | 1.63% | 9 |
|
|
2023
Q2 | $14.5M | Sell |
110,974
-3,214
| -3% | -$419K | 1.64% | 8 |
|
|
2023
Q1 | $11.8M | Sell |
114,188
-4,276
| -4% | -$442K | 1.24% | 14 |
|
|
2022
Q4 | $9.95M | Sell |
118,464
-4,553
| -4% | -$382K | 1.05% | 16 |
|
|
2022
Q3 | $13.9M | Buy |
123,017
+964
| +0.8% | +$109K | 1.66% | 9 |
|
|
2022
Q2 | $13M | Buy |
122,053
+115,971
| +1,907% | +$12.3M | 1.44% | 14 |
|
|
2022
Q1 | $19.8M | Buy |
6,082
+87
| +1% | +$284K | 1.9% | 6 |
|
|
2021
Q4 | $20M | Sell |
5,995
-92
| -2% | -$307K | 1.98% | 7 |
|
|
2021
Q3 | $20M | Buy |
6,087
+757
| +14% | +$2.49M | 2.29% | 7 |
|
|
2021
Q2 | $16.5M | Hold |
5,330
| – | – | 2.39% | 6 |
|
|
2021
Q1 | $16.5M | Buy |
5,330
+81
| +2% | +$251K | 2.96% | 5 |
|
|
2020
Q4 | $17.1M | Buy |
5,249
+186
| +4% | +$606K | 3.38% | 3 |
|
|
2020
Q3 | $15.9M | Buy |
5,063
+599
| +13% | +$1.89M | 3.91% | 3 |
|
|
2020
Q2 | $12.3M | Sell |
4,464
-727
| -14% | -$2.01M | 3.8% | 3 |
|
|
2020
Q1 | $10.1M | Buy |
5,191
+274
| +6% | +$534K | 3.61% | 3 |
|
|
2019
Q4 | $9.09M | Buy |
4,917
+777
| +19% | +$1.44M | 2.51% | 4 |
|
|
2019
Q3 | $7.19M | Buy |
4,140
+371
| +10% | +$644K | 2.32% | 5 |
|
|
2019
Q2 | $7.14M | Sell |
3,769
-515
| -12% | -$975K | 2.11% | 10 |
|
|
2019
Q1 | $7.63M | Sell |
4,284
-396
| -8% | -$705K | 2.31% | 9 |
|
|
2018
Q4 | $7.03M | Sell |
4,680
-177
| -4% | -$266K | 2.15% | 10 |
|
|
2018
Q3 | $9.73M | Sell |
4,857
-25
| -0.5% | -$50.1K | 2.14% | 8 |
|
|
2018
Q2 | $8.3M | Buy |
4,882
+237
| +5% | +$403K | 2% | 9 |
|
|
2018
Q1 | $6.72M | Sell |
4,645
-69
| -1% | -$99.9K | 1.32% | 14 |
|
|
2017
Q4 | $5.51M | Buy |
4,714
+386
| +9% | +$451K | 1.31% | 21 |
|
|
2017
Q3 | $4.16M | Buy |
4,328
+1,081
| +33% | +$1.04M | 1.02% | 24 |
|
|
2017
Q2 | $3.14M | Buy |
3,247
+771
| +31% | +$746K | 0.66% | 42 |
|
|
2017
Q1 | $2.2M | Buy |
2,476
+122
| +5% | +$108K | 0.5% | 51 |
|
|
2016
Q4 | $1.77M | Buy |
2,354
+906
| +63% | +$679K | 0.38% | 69 |
|
|
2016
Q3 | $1.21M | Buy |
1,448
+231
| +19% | +$193K | 0.29% | 92 |
|
|
2016
Q2 | $871K | Sell |
1,217
-245
| -17% | -$175K | 0.21% | 109 |
|
|
2016
Q1 | $868K | Buy |
1,462
+384
| +36% | +$228K | 0.22% | 111 |
|
|
2015
Q4 | $729K | Sell |
1,078
-35
| -3% | -$23.7K | 0.18% | 132 |
|
|
2015
Q3 | $570K | Buy |
1,113
+100
| +10% | +$51.2K | 0.15% | 152 |
|
|
2015
Q2 | $440K | Buy |
1,013
+45
| +5% | +$19.5K | 0.11% | 193 |
|
|
2015
Q1 | $360K | Buy |
968
+13
| +1% | +$4.84K | 0.09% | 214 |
|
|
2014
Q4 | $296K | Buy |
955
+146
| +18% | +$45.3K | 0.08% | 238 |
|
|
2014
Q3 | $261K | Sell |
809
-16
| -2% | -$5.16K | 0.08% | 239 |
|
|
2014
Q2 | $268K | Buy |
825
+94
| +13% | +$30.5K | 0.08% | 240 |
|
|
2014
Q1 | $246K | Buy |
731
+43
| +6% | +$14.5K | 0.08% | 242 |
|
|
2013
Q4 | $274K | Sell |
688
-235
| -25% | -$93.6K | 0.09% | 219 |
|
|
2013
Q3 | $289 | Sell |
923
-25
| -3% | -$8 | 0.09% | 195 |
|
|
2013
Q2 | $263K | Buy |
+948
| New | +$263K | 0.09% | 207 |
|