First Personal Financial Services’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$699K Buy
3,749
+194
+5% +$35.4K 0.15% 80
2024
Q2
$687K Sell
3,555
-40
-1% -$7.35K 0.16% 79
2024
Q1
$648K Sell
3,595
-520
-13% -$86.8K 0.15% 77
2023
Q4
$625K Buy
4,115
+22
+0.5% +$3.08K 0.15% 76
2023
Q3
$520K Sell
4,093
-109
-3% -$14.6K 0.14% 75
2023
Q2
$548K Sell
4,202
-2
-0% -$228 0.14% 76
2023
Q1
$434K Buy
4,204
+349
+9% +$33.7K 0.11% 80
2022
Q4
$324K Buy
3,855
+189
+5% +$18.7K 0.09% 91
2022
Q3
$414K Buy
3,666
+1,226
+50% +$155K 0.12% 84
2022
Q2
$259K Hold
2,440
0.07% 97
2022
Q1
$398K Buy
2,440
+20
+0.8% +$3.09K 0.09% 86
2021
Q4
$403K Hold
2,420
0.09% 89
2021
Q3
$397K Buy
2,420
+40
+2% +$6.9K 0.1% 89
2021
Q2
$409K Buy
2,380
+20
+0.8% +$3.32K 0.1% 90
2021
Q1
$365K Sell
2,360
-420
-15% -$66.6K 0.1% 90
2020
Q4
$453K Buy
2,780
+380
+16% +$60.6K 0.13% 79
2020
Q3
$378K Hold
2,400
0.12% 84
2020
Q2
$331K Buy
2,400
+140
+6% +$16.9K 0.11% 90
2020
Q1
$220K Sell
2,260
-320
-12% -$31K 0.09% 100
2019
Q4
$238K Sell
2,580
-2,920
-53% -$258K 0.08% 113
2019
Q3
$477K Sell
5,500
-2,580
-32% -$239K 0.15% 93
2019
Q2
$765K Sell
8,080
-3,780
-32% -$352K 0.22% 90
2019
Q1
$1.06M Hold
11,860
0.32% 69
2018
Q4
$891K Buy
11,860
+4,100
+53% +$341K 0.31% 75
2018
Q3
$777K Buy
7,760
+680
+10% +$63.9K 0.25% 86
2018
Q2
$602K Sell
7,080
-8,900
-56% -$706K 0.2% 104
2018
Q1
$1.16M Sell
15,980
-10,000
-38% -$715K 0.25% 92
2017
Q4
$1.52M Buy
25,980
+6,000
+30% +$330K 0.3% 84
2017
Q3
$960K Sell
19,980
-4,380
-18% -$215K 0.2% 101
2017
Q2
$1.18M Buy
24,360
+1,020
+4% +$48.7K 0.26% 92
2017
Q1
$1.03M Buy
23,340
+100
+0.4% +$4.17K 0.25% 90
2016
Q4
$871K Buy
23,240
+10,980
+90% +$430K 0.23% 92
2016
Q3
$513K Sell
12,260
-220
-2% -$8.42K 0.15% 111
2016
Q2
$447K Buy
12,480
+10,200
+447% +$345K 0.15% 113
2016
Q1
$68K Hold
2,280
0.03% 162
2015
Q4
$77K Hold
2,280
0.04% 155
2015
Q3
$59K Hold
2,280
0.04% 162
2015
Q2
$50K Sell
2,280
-420
-16% -$8.78K 0.03% 170
2015
Q1
$51K Hold
2,700
0.03% 168
2014
Q4
$41K Buy
+2,700
New +$42.1K 0.02% 167

Other funds holding AMZN

First Personal Financial Services's AMZN Position: Q3 2024 in Review

First Personal Financial Services increased its Amazon (AMZN) stake by 5.5% in Q3 2024, buying an estimated $35.4K and bringing the position to 3,749 shares worth $699K. The position accounts for 0.15% of the portfolio, ranked #80.

First Personal Financial Services first reported a position in AMZN in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.52M in Q4 2017. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • First Personal Financial Services held 3,749 shares of Amazon worth $699K as of Q3 2024.
  • First Personal Financial Services bought 194 Amazon shares in Q3 2024, an estimated $35.4K.
  • Amazon made up 0.15% of First Personal Financial Services's portfolio in Q3 2024, its #80 holding.
  • First Personal Financial Services first reported a position in Amazon in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Amazon position peaked at $1.52M in Q4 2017.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.