Heritage Financial Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,307
+42
| +0.7% | +$9.21K | 0.13% | 37 |
|
|
2025
Q1 | $1.19M | Buy |
6,265
+1,122
| +22% | +$213K | 0.12% | 41 |
|
|
2024
Q4 | $1.13M | Buy |
5,143
+108
| +2% | +$23.7K | 0.15% | 40 |
|
|
2024
Q3 | $938K | Buy |
5,035
+129
| +3% | +$24K | 0.12% | 41 |
|
|
2024
Q2 | $948K | Sell |
4,906
-326
| -6% | -$63K | 0.14% | 39 |
|
|
2024
Q1 | $944K | Buy |
5,232
+349
| +7% | +$63K | 0.14% | 40 |
|
|
2023
Q4 | $742K | Sell |
4,883
-12
| -0.2% | -$1.82K | 0.13% | 47 |
|
|
2023
Q3 | $622K | Buy |
4,895
+269
| +6% | +$34.2K | 0.12% | 38 |
|
|
2023
Q2 | $603K | Buy |
4,626
+248
| +6% | +$32.3K | 0.12% | 43 |
|
|
2023
Q1 | $452K | Sell |
4,378
-162
| -4% | -$16.7K | 0.1% | 48 |
|
|
2022
Q4 | $381K | Buy |
4,540
+5
| +0.1% | +$420 | 0.1% | 57 |
|
|
2022
Q3 | $512K | Buy |
4,535
+292
| +7% | +$33K | 0.31% | 34 |
|
|
2022
Q2 | $450K | Sell |
4,243
-2,437
| -36% | -$258K | 0.25% | 38 |
|
|
2022
Q1 | $1.09M | Buy |
6,680
+680
| +11% | +$111K | 0.71% | 18 |
|
|
2021
Q4 | $1M | Buy |
+6,000
| New | +$1M | 0.78% | 21 |
|