HIM
Herald Investment Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Hold |
46,400
| – | – | 1.51% | 17 |
|
|
2025
Q1 | $8.83M | Buy |
46,400
+2,700
| +6% | +$514K | 1.66% | 18 |
|
|
2024
Q4 | $9.59M | Hold |
43,700
| – | – | 1.57% | 20 |
|
|
2024
Q3 | $8.14M | Hold |
43,700
| – | – | 1.4% | 21 |
|
|
2024
Q2 | $8.45M | Hold |
43,700
| – | – | 1.38% | 19 |
|
|
2024
Q1 | $7.88M | Buy |
43,700
+3,000
| +7% | +$541K | 1.28% | 19 |
|
|
2023
Q4 | $6.18M | Hold |
40,700
| – | – | 1.18% | 23 |
|
|
2023
Q3 | $5.17M | Hold |
40,700
| – | – | 1.1% | 23 |
|
|
2023
Q2 | $5.31M | Hold |
40,700
| – | – | 1.03% | 26 |
|
|
2023
Q1 | $4.2M | Hold |
40,700
| – | – | 0.93% | 30 |
|
|
2022
Q4 | $3.42M | Buy |
40,700
+8,700
| +27% | +$730K | 0.84% | 34 |
|
|
2022
Q3 | $3.62M | Hold |
32,000
| – | – | 0.89% | 33 |
|
|
2022
Q2 | $3.4M | Buy |
32,000
+30,400
| +1,900% | +$3.23M | 0.79% | 36 |
|
|
2022
Q1 | $5.22M | Hold |
1,600
| – | – | 0.95% | 29 |
|
|
2021
Q4 | $5.33M | Buy |
1,600
+300
| +23% | +$1M | 0.87% | 34 |
|
|
2021
Q3 | $4.27M | Hold |
1,300
| – | – | 0.7% | 39 |
|
|
2021
Q2 | $4.47M | Hold |
1,300
| – | – | 0.73% | 43 |
|
|
2021
Q1 | $4.02M | Hold |
1,300
| – | – | 0.7% | 42 |
|
|
2020
Q4 | $4.27M | Hold |
1,300
| – | – | 0.76% | 35 |
|
|
2020
Q3 | $4.09M | Hold |
1,300
| – | – | 0.88% | 35 |
|
|
2020
Q2 | $3.58M | Hold |
1,300
| – | – | 0.84% | 38 |
|
|
2020
Q1 | $2.53M | Buy |
1,300
+135
| +12% | +$263K | 0.77% | 35 |
|
|
2019
Q4 | $2.15M | Hold |
1,165
| – | – | 0.55% | 47 |
|
|
2019
Q3 | $2.02M | Hold |
1,165
| – | – | 0.6% | 45 |
|
|
2019
Q2 | $2.2M | Hold |
1,165
| – | – | 0.61% | 45 |
|
|
2019
Q1 | $2.07M | Buy |
1,165
+165
| +17% | +$294K | 0.53% | 48 |
|
|
2018
Q4 | $1.5M | Sell |
1,000
-1,000
| -50% | -$1.5M | 0.48% | 52 |
|
|
2018
Q3 | $4.01M | Hold |
2,000
| – | – | 1.02% | 28 |
|
|
2018
Q2 | $3.4M | Hold |
2,000
| – | – | 0.95% | 34 |
|
|
2018
Q1 | $2.89M | Hold |
2,000
| – | – | 0.86% | 36 |
|
|
2017
Q4 | $2.34M | Hold |
2,000
| – | – | 0.73% | 39 |
|
|
2017
Q3 | $1.92M | Hold |
2,000
| – | – | 0.62% | 45 |
|
|
2017
Q2 | $1.94M | Hold |
2,000
| – | – | 0.66% | 48 |
|
|
2017
Q1 | $1.77M | Hold |
2,000
| – | – | 0.65% | 47 |
|
|
2016
Q4 | $1.5M | Hold |
2,000
| – | – | 0.65% | 43 |
|
|
2016
Q3 | $1.67M | Hold |
2,000
| – | – | 0.62% | 48 |
|
|
2016
Q2 | $1.43M | Hold |
2,000
| – | – | 0.6% | 49 |
|
|
2016
Q1 | $1.19M | Hold |
2,000
| – | – | 0.5% | 55 |
|
|
2015
Q4 | $1.35M | Hold |
2,000
| – | – | 0.57% | 50 |
|
|
2015
Q3 | $1.02M | Buy |
+2,000
| New | +$1.02M | 0.45% | 57 |
|
|
2015
Q1 | $749K | Hold |
2,000
| – | – | 0.27% | 69 |
|
|
2014
Q4 | $621K | Hold |
2,000
| – | – | 0.24% | 68 |
|
|
2014
Q3 | $611K | Hold |
2,000
| – | – | 0.24% | 72 |
|
|
2014
Q2 | $650K | Hold |
2,000
| – | – | 0.26% | 67 |
|
|
2014
Q1 | $677K | Hold |
2,000
| – | – | 0.27% | 65 |
|
|
2013
Q4 | $798K | Hold |
2,000
| – | – | 0.32% | 58 |
|
|
2013
Q3 | $625K | Hold |
2,000
| – | – | 0.27% | 62 |
|
|
2013
Q2 | $555K | Buy |
+2,000
| New | +$555K | 0.26% | 60 |
|