HSA
HBK Sorce Advisory’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
81,855
+113
| +0.1% | +$24.8K | 0.49% | 20 |
|
|
2025
Q1 | $15.6M | Buy |
81,742
+2,338
| +3% | +$445K | 0.46% | 21 |
|
|
2024
Q4 | $17.4M | Buy |
79,404
+3,882
| +5% | +$852K | 0.53% | 20 |
|
|
2024
Q3 | $14.1M | Sell |
75,522
-950
| -1% | -$177K | 0.43% | 24 |
|
|
2024
Q2 | $14.8M | Buy |
76,472
+306
| +0.4% | +$59.1K | 0.52% | 21 |
|
|
2024
Q1 | $13.7M | Buy |
76,166
+2,610
| +4% | +$471K | 0.49% | 25 |
|
|
2023
Q4 | $11.2M | Sell |
73,556
-2,177
| -3% | -$331K | 0.43% | 23 |
|
|
2023
Q3 | $9.63M | Buy |
75,733
+332
| +0.4% | +$42.2K | 0.42% | 28 |
|
|
2023
Q2 | $9.83M | Sell |
75,401
-99
| -0.1% | -$12.9K | 0.42% | 27 |
|
|
2023
Q1 | $7.8M | Sell |
75,500
-48,320
| -39% | -$4.99M | 0.35% | 37 |
|
|
2022
Q4 | $10.4M | Buy |
123,820
+53,639
| +76% | +$4.51M | 0.28% | 51 |
|
|
2022
Q3 | $7.93M | Buy |
70,181
+17,110
| +32% | +$1.93M | 0.53% | 27 |
|
|
2022
Q2 | $5.64M | Buy |
53,071
+49,795
| +1,520% | +$5.29M | 0.42% | 33 |
|
|
2022
Q1 | $10.7M | Sell |
3,276
-625
| -16% | -$2.04M | 0.58% | 25 |
|
|
2021
Q4 | $13M | Buy |
3,901
+78
| +2% | +$260K | 0.66% | 22 |
|
|
2021
Q3 | $12.6M | Buy |
3,823
+3
| +0.1% | +$9.86K | 0.69% | 21 |
|
|
2021
Q2 | $13.1M | Buy |
3,820
+320
| +9% | +$1.1M | 0.73% | 19 |
|
|
2021
Q1 | $10.8M | Buy |
3,500
+116
| +3% | +$359K | 0.65% | 22 |
|
|
2020
Q4 | $11M | Sell |
3,384
-129
| -4% | -$420K | 0.68% | 18 |
|
|
2020
Q3 | $11.1M | Sell |
3,513
-428
| -11% | -$1.35M | 0.79% | 18 |
|
|
2020
Q2 | $10.9M | Buy |
3,941
+284
| +8% | +$784K | 0.8% | 17 |
|
|
2020
Q1 | $7.13M | Buy |
3,657
+101
| +3% | +$197K | 0.69% | 21 |
|
|
2019
Q4 | $6.57M | Buy |
3,556
+205
| +6% | +$379K | 0.57% | 26 |
|
|
2019
Q3 | $5.82M | Sell |
3,351
-35
| -1% | -$60.8K | 0.56% | 32 |
|
|
2019
Q2 | $6.41M | Sell |
3,386
-801
| -19% | -$1.52M | 0.62% | 30 |
|
|
2019
Q1 | $7.46M | Buy |
4,187
+133
| +3% | +$237K | 0.74% | 27 |
|
|
2018
Q4 | $6.09M | Buy |
4,054
+481
| +13% | +$722K | 0.7% | 31 |
|
|
2018
Q3 | $7.16M | Buy |
3,573
+226
| +7% | +$453K | 0.81% | 18 |
|
|
2018
Q2 | $5.69M | Buy |
3,347
+299
| +10% | +$508K | 0.66% | 27 |
|
|
2018
Q1 | $4.41M | Buy |
3,048
+82
| +3% | +$119K | 0.55% | 31 |
|
|
2017
Q4 | $3.47M | Buy |
2,966
+434
| +17% | +$508K | 0.41% | 42 |
|
|
2017
Q3 | $2.43M | Buy |
2,532
+34
| +1% | +$32.7K | 0.37% | 43 |
|
|
2017
Q2 | $2.42M | Buy |
2,498
+415
| +20% | +$402K | 0.39% | 41 |
|
|
2017
Q1 | $1.85M | Sell |
2,083
-84
| -4% | -$74.5K | 0.31% | 30 |
|
|
2016
Q4 | $1.63M | Buy |
2,167
+229
| +12% | +$172K | 0.29% | 57 |
|
|
2016
Q3 | $1.62M | Buy |
1,938
+128
| +7% | +$107K | 0.32% | 51 |
|
|
2016
Q2 | $1.3M | Buy |
1,810
+405
| +29% | +$290K | 0.28% | 62 |
|
|
2016
Q1 | $834K | Buy |
1,405
+896
| +176% | +$532K | 0.2% | 78 |
|
|
2015
Q4 | $344K | Buy |
+509
| New | +$344K | 0.09% | 149 |
|