Heritage Family Offices’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Hold	1,644	–	–	0.16%	120
2025 Q1	$313K	Buy	1,644 +30	+2%	+$5.71K	0.16%	119
2024 Q4	$354K	Buy	+1,614	New	+$354K	0.18%	110
2024 Q3	–	Sell	-1,067	Closed	-$206K	–	181
2024 Q2	$206K	Buy	+1,067	New	+$206K	0.11%	160