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.