HFA
Harbert Fund Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,507
-36,993
| -96% | -$8.12M | 0.99% | 15 |
|
|
2025
Q1 | $7.33M | Hold |
38,500
| – | – | 8.3% | 1 |
|
|
2024
Q4 | $8.45M | Sell |
38,500
-1,500
| -4% | -$329K | 4.39% | 2 |
|
|
2024
Q3 | $7.45M | Sell |
40,000
-3,000
| -7% | -$559K | 4.41% | 3 |
|
|
2024
Q2 | $8.31M | Hold |
43,000
| – | – | 5.9% | 2 |
|
|
2024
Q1 | $7.76M | Buy |
43,000
+250
| +0.6% | +$45.1K | 5.34% | 2 |
|
|
2023
Q4 | $6.5M | Sell |
42,750
-250
| -0.6% | -$38K | 4.45% | 3 |
|
|
2023
Q3 | $5.47M | Buy |
43,000
+3,000
| +8% | +$381K | 3.9% | 9 |
|
|
2023
Q2 | $5.21M | Buy |
40,000
+13,000
| +48% | +$1.69M | 2.92% | 11 |
|
|
2023
Q1 | $2.79M | Sell |
27,000
-3,000
| -10% | -$310K | 1.84% | 16 |
|
|
2022
Q4 | $2.52M | Buy |
30,000
+6,000
| +25% | +$504K | 2.02% | 15 |
|
|
2022
Q3 | $2.71M | Buy |
+24,000
| New | +$2.71M | 1.44% | 15 |
|