Heartwood Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
10,900
-202
| -2% | -$44.3K | 0.25% | 44 |
|
|
2025
Q1 | $2.11M | Sell |
11,102
-56
| -0.5% | -$10.7K | 0.24% | 46 |
|
|
2024
Q4 | $2.45M | Buy |
11,158
+523
| +5% | +$115K | 0.28% | 41 |
|
|
2024
Q3 | $1.98M | Buy |
10,635
+190
| +2% | +$35.4K | 0.22% | 42 |
|
|
2024
Q2 | $2.02M | Buy |
10,445
+5,463
| +110% | +$1.06M | 0.24% | 42 |
|
|
2024
Q1 | $899K | Sell |
4,982
-282
| -5% | -$50.9K | 0.11% | 67 |
|
|
2023
Q4 | $800K | Hold |
5,264
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $669K | Buy |
5,264
+177
| +3% | +$22.5K | 0.1% | 70 |
|
|
2023
Q2 | $663K | Sell |
5,087
-76
| -1% | -$9.91K | 0.09% | 71 |
|
|
2023
Q1 | $533K | Buy |
5,163
+952
| +23% | +$98.3K | 0.08% | 78 |
|
|
2022
Q4 | $354K | Buy |
4,211
+811
| +24% | +$68.1K | 0.06% | 99 |
|
|
2022
Q3 | $384K | Sell |
3,400
-760
| -18% | -$85.8K | 0.07% | 79 |
|
|
2022
Q2 | $442K | Sell |
4,160
-100
| -2% | -$10.6K | 0.07% | 75 |
|
|
2022
Q1 | $694K | Sell |
4,260
-160
| -4% | -$26.1K | 0.1% | 55 |
|
|
2021
Q4 | $737K | Buy |
4,420
+740
| +20% | +$123K | 0.11% | 47 |
|
|
2021
Q3 | $604K | Buy |
3,680
+160
| +5% | +$26.3K | 0.09% | 56 |
|
|
2021
Q2 | $605K | Hold |
3,520
| – | – | 0.09% | 56 |
|
|
2021
Q1 | $545K | Sell |
3,520
-60
| -2% | -$9.29K | 0.09% | 57 |
|
|
2020
Q4 | $583K | Sell |
3,580
-40
| -1% | -$6.51K | 0.09% | 48 |
|
|
2020
Q3 | $570K | Hold |
3,620
| – | – | 0.11% | 41 |
|
|
2020
Q2 | $499K | Hold |
3,620
| – | – | 0.1% | 44 |
|
|
2020
Q1 | $353K | Sell |
3,620
-1,240
| -26% | -$121K | 0.08% | 47 |
|
|
2019
Q4 | $449K | Buy |
+4,860
| New | +$449K | 0.09% | 51 |
|