Halpern Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.04M | Hold |
16,470
| – | – | 0.78% | 24 |
|
|
2024
Q2 | $3.18M | Sell |
16,470
-340
| -2% | -$65.7K | 0.87% | 25 |
|
|
2024
Q1 | $3.07M | Buy |
16,810
+840
| +5% | +$153K | 0.89% | 23 |
|
|
2023
Q4 | $2.37M | Sell |
15,970
-180
| -1% | -$26.7K | 0.74% | 24 |
|
|
2023
Q3 | $2.05M | Sell |
16,150
-1,629
| -9% | -$207K | 0.71% | 22 |
|
|
2023
Q2 | $2.32M | Buy |
17,779
+14,237
| +402% | +$1.86M | 0.79% | 19 |
|
|
2023
Q1 | $366K | Sell |
3,542
-500
| -12% | -$51.6K | 0.13% | 33 |
|
|
2022
Q4 | $340K | Hold |
4,042
| – | – | 0.12% | 36 |
|
|
2022
Q3 | $457K | Buy |
4,042
+462
| +13% | +$52.2K | 0.18% | 32 |
|
|
2022
Q2 | $380K | Buy |
3,580
+140
| +4% | +$14.9K | 0.15% | 35 |
|
|
2022
Q1 | $561K | Sell |
3,440
-400
| -10% | -$65.2K | 0.21% | 38 |
|
|
2021
Q4 | $640K | Buy |
3,840
+1,360
| +55% | +$227K | 0.27% | 24 |
|
|
2021
Q3 | $407K | Buy |
2,480
+120
| +5% | +$19.7K | 0.19% | 26 |
|
|
2021
Q2 | $406K | Hold |
2,360
| – | – | 0.19% | 25 |
|
|
2021
Q1 | $365K | Sell |
2,360
-100
| -4% | -$15.5K | 0.18% | 24 |
|
|
2020
Q4 | $401K | Buy |
2,460
+100
| +4% | +$16.3K | 0.21% | 24 |
|
|
2020
Q3 | $372K | Sell |
2,360
-40
| -2% | -$6.3K | 0.22% | 24 |
|
|
2020
Q2 | $331K | Buy |
2,400
+40
| +2% | +$5.52K | 0.22% | 22 |
|
|
2020
Q1 | $230K | Hold |
2,360
| – | – | 0.22% | 22 |
|
|
2019
Q4 | $218K | Buy |
+2,360
| New | +$218K | 0.17% | 29 |
|