HIC

Harvey Investment Company’s Amazon AMZN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Hold	1,569	–	–	0.04%	89
2025 Q1	$299K	Hold	1,569	–	–	0.03%	92
2024 Q4	$344K	Hold	1,569	–	–	0.04%	90
2024 Q3	$292K	Hold	1,569	–	–	0.03%	88
2024 Q2	$303K	Hold	1,569	–	–	0.04%	86
2024 Q1	$283K	Hold	1,569	–	–	0.03%	86
2023 Q4	$238K	Buy	+1,569	New	+$238K	0.03%	87
2023 Q3	–	Sell	-1,569	Closed	-$205K	–	89
2023 Q2	$205K	Buy	+1,569	New	+$205K	0.03%	89
2022 Q2	–	Sell	-80	Closed	-$261K	–	90
2022 Q1	$261K	Hold	80	–	–	0.03%	89
2021 Q4	$267K	Hold	80	–	–	0.03%	90
2021 Q3	$263K	Hold	80	–	–	0.03%	87
2021 Q2	$275K	Hold	80	–	–	0.04%	83
2021 Q1	$248K	Hold	80	–	–	0.04%	87
2020 Q4	$261K	Hold	80	–	–	0.04%	83
2020 Q3	$252K	Hold	80	–	–	0.04%	83
2020 Q2	$221K	Buy	+80	New	+$221K	0.04%	84
2019 Q4	–	Sell	-120	Closed	-$208K	–	88
2019 Q3	$208K	Buy	+120	New	+$208K	0.03%	86