HPIA
Hamilton Point Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
4,397
+19
| +0.4% | +$4.17K | 0.16% | 73 |
|
|
2025
Q1 | $833K | Hold |
4,378
| – | – | 0.15% | 75 |
|
|
2024
Q4 | $960K | Buy |
4,378
+243
| +6% | +$53.3K | 0.17% | 71 |
|
|
2024
Q3 | $770K | Sell |
4,135
-6
| -0.1% | -$1.12K | 0.14% | 76 |
|
|
2024
Q2 | $800K | Buy |
4,141
+218
| +6% | +$42.1K | 0.15% | 74 |
|
|
2024
Q1 | $708K | Buy |
3,923
+30
| +0.8% | +$5.41K | 0.14% | 76 |
|
|
2023
Q4 | $592K | Buy |
3,893
+282
| +8% | +$42.8K | 0.12% | 81 |
|
|
2023
Q3 | $459K | Hold |
3,611
| – | – | 0.11% | 85 |
|
|
2023
Q2 | $471K | Hold |
3,611
| – | – | 0.11% | 84 |
|
|
2023
Q1 | $373K | Buy |
+3,611
| New | +$373K | 0.09% | 89 |
|
|
2022
Q4 | – | Sell |
-2,560
| Closed | -$289K | – | 78 |
|
|
2022
Q3 | $289K | Hold |
2,560
| – | – | 0.09% | 74 |
|
|
2022
Q2 | $272K | Buy |
2,560
+2,454
| +2,315% | +$261K | 0.08% | 69 |
|
|
2022
Q1 | $346K | Sell |
106
-3
| -3% | -$9.79K | 0.09% | 66 |
|
|
2021
Q4 | $363K | Buy |
109
+15
| +16% | +$50K | 0.09% | 70 |
|
|
2021
Q3 | $309K | Buy |
94
+18
| +24% | +$59.2K | 0.08% | 68 |
|
|
2021
Q2 | $261K | Sell |
76
-2
| -3% | -$6.87K | 0.07% | 71 |
|
|
2021
Q1 | $241K | Hold |
78
| – | – | 0.07% | 71 |
|
|
2020
Q4 | $254K | Hold |
78
| – | – | 0.08% | 66 |
|
|
2020
Q3 | $246K | Buy |
78
+3
| +4% | +$9.46K | 0.09% | 64 |
|
|
2020
Q2 | $207K | Buy |
+75
| New | +$207K | 0.08% | 65 |
|