Everhart Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
57,576
+706
| +1% | +$155K | 1.46% | 12 |
|
|
2025
Q1 | $10.8M | Buy |
56,870
+3,813
| +7% | +$725K | 1.48% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
53,057
+6,250
| +13% | +$1.37M | 2.4% | 7 |
|
|
2024
Q3 | $8.7M | Buy |
46,807
+3,866
| +9% | +$719K | 1.93% | 9 |
|
|
2024
Q2 | $8.28M | Buy |
42,941
+5,430
| +14% | +$1.05M | 2.15% | 9 |
|
|
2024
Q1 | $6.77M | Buy |
37,511
+4,784
| +15% | +$863K | 1.97% | 9 |
|
|
2023
Q4 | $4.97M | Buy |
32,727
+2,587
| +9% | +$393K | 1.76% | 9 |
|
|
2023
Q3 | $3.83M | Buy |
30,140
+1,830
| +6% | +$233K | 1.63% | 9 |
|
|
2023
Q2 | $3.65M | Buy |
28,310
+5,995
| +27% | +$773K | 1.51% | 13 |
|
|
2023
Q1 | $2.3M | Buy |
22,315
+8,705
| +64% | +$899K | 1.03% | 21 |
|
|
2022
Q4 | $1.14M | Sell |
13,610
-10,728
| -44% | -$901K | 0.57% | 37 |
|
|
2022
Q3 | $2.75M | Buy |
24,338
+1,938
| +9% | +$219K | 1.52% | 15 |
|
|
2022
Q2 | $2.38M | Buy |
22,400
+3,760
| +20% | +$399K | 1.45% | 16 |
|
|
2022
Q1 | $3.04M | Buy |
18,640
+4,140
| +29% | +$675K | 1.76% | 14 |
|
|
2021
Q4 | $2.42M | Buy |
14,500
+2,580
| +22% | +$430K | 1.46% | 19 |
|
|
2021
Q3 | $1.96M | Buy |
11,920
+1,400
| +13% | +$230K | 1.34% | 20 |
|
|
2021
Q2 | $1.81M | Buy |
10,520
+6,560
| +166% | +$1.13M | 1.25% | 22 |
|
|
2021
Q1 | $612K | Buy |
3,960
+200
| +5% | +$30.9K | 0.54% | 39 |
|
|
2020
Q4 | $611K | Buy |
+3,760
| New | +$611K | 0.56% | 38 |
|