HAFS
Hapanowicz & Associates Financial Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
1,946
-355
| -15% | -$77.9K | 0.22% | 22 |
|
|
2025
Q1 | $438K | Buy |
2,301
+576
| +33% | +$110K | 0.24% | 20 |
|
|
2024
Q4 | $378K | Hold |
1,725
| – | – | 0.19% | 22 |
|
|
2024
Q3 | $321K | Sell |
1,725
-1,735
| -50% | -$323K | 0.16% | 21 |
|
|
2024
Q2 | $669K | Hold |
3,460
| – | – | 0.38% | 15 |
|
|
2024
Q1 | $624K | Buy |
3,460
+576
| +20% | +$104K | 0.36% | 17 |
|
|
2023
Q4 | $438K | Sell |
2,884
-364
| -11% | -$55.3K | 0.27% | 21 |
|
|
2023
Q3 | $413K | Hold |
3,248
| – | – | 0.29% | 20 |
|
|
2023
Q2 | $423K | Hold |
3,248
| – | – | 0.28% | 22 |
|
|
2023
Q1 | $335K | Buy |
3,248
+408
| +14% | +$42.1K | 0.23% | 21 |
|
|
2022
Q4 | $239K | Buy |
2,840
+190
| +7% | +$16K | 0.17% | 23 |
|
|
2022
Q3 | $299K | Buy |
2,650
+210
| +9% | +$23.7K | 0.28% | 19 |
|
|
2022
Q2 | $259K | Buy |
2,440
+2,318
| +1,900% | +$246K | 0.2% | 21 |
|
|
2022
Q1 | $398K | Hold |
122
| – | – | 0.18% | 17 |
|
|
2021
Q4 | $406K | Buy |
122
+12
| +11% | +$39.9K | 0.18% | 19 |
|
|
2021
Q3 | $361K | Buy |
110
+7
| +7% | +$23K | 0.16% | 22 |
|
|
2021
Q2 | $354K | Hold |
103
| – | – | 0.16% | 22 |
|
|
2021
Q1 | $319K | Hold |
103
| – | – | 0.15% | 21 |
|
|
2020
Q4 | $335K | Hold |
103
| – | – | 0.17% | 23 |
|
|
2020
Q3 | $324K | Buy |
+103
| New | +$324K | 0.19% | 21 |
|