Heritage Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
3,361
-328
| -9% | -$72K | 0.13% | 51 |
|
|
2025
Q1 | $702K | Buy |
3,689
+280
| +8% | +$53.3K | 0.13% | 50 |
|
|
2024
Q4 | $748K | Sell |
3,409
-1,162
| -25% | -$255K | 0.14% | 45 |
|
|
2024
Q3 | $852K | Buy |
4,571
+2,185
| +92% | +$407K | 0.16% | 41 |
|
|
2024
Q2 | $461K | Buy |
2,386
+19
| +0.8% | +$3.67K | 0.09% | 54 |
|
|
2024
Q1 | $427K | Buy |
2,367
+47
| +2% | +$8.48K | 0.09% | 57 |
|
|
2023
Q4 | $353K | Sell |
2,320
-8,740
| -79% | -$1.33M | 0.08% | 61 |
|
|
2023
Q3 | $1.41M | Sell |
11,060
-460
| -4% | -$58.5K | 0.38% | 25 |
|
|
2023
Q2 | $1.5M | Buy |
11,520
+840
| +8% | +$110K | 0.42% | 21 |
|
|
2023
Q1 | $1.1M | Buy |
10,680
+460
| +5% | +$47.5K | 0.33% | 23 |
|
|
2022
Q4 | $858K | Sell |
10,220
-880
| -8% | -$73.9K | 0.27% | 26 |
|
|
2022
Q3 | $1.25M | Buy |
11,100
+20
| +0.2% | +$2.26K | 0.77% | 17 |
|
|
2022
Q2 | $1.18M | Sell |
11,080
-240
| -2% | -$25.5K | 0.68% | 17 |
|
|
2022
Q1 | $1.85M | Buy |
11,320
+540
| +5% | +$88K | 1.33% | 12 |
|
|
2021
Q4 | $1.8M | Buy |
+10,780
| New | +$1.8M | 1.42% | 11 |
|