Heritage 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 | $7.44M | Sell |
33,915
-154
| -0.5% | -$33.8K | 0.35% | 35 |
|
|
2025
Q1 | $6.48M | Buy |
34,069
+3,616
| +12% | +$688K | 0.33% | 36 |
|
|
2024
Q4 | $6.68M | Sell |
30,453
-250
| -0.8% | -$54.8K | 0.33% | 35 |
|
|
2024
Q3 | $5.72M | Buy |
30,703
+742
| +2% | +$138K | 0.27% | 38 |
|
|
2024
Q2 | $5.79M | Buy |
29,961
+1,230
| +4% | +$238K | 0.26% | 40 |
|
|
2024
Q1 | $5.18M | Buy |
28,731
+154
| +0.5% | +$27.8K | 0.24% | 43 |
|
|
2023
Q4 | $4.34M | Sell |
28,577
-2,862
| -9% | -$435K | 0.22% | 44 |
|
|
2023
Q3 | $4M | Sell |
31,439
-1,717
| -5% | -$218K | 0.22% | 42 |
|
|
2023
Q2 | $4.32M | Sell |
33,156
-121
| -0.4% | -$15.8K | 0.23% | 39 |
|
|
2023
Q1 | $3.44M | Sell |
33,277
-709
| -2% | -$73.2K | 0.19% | 41 |
|
|
2022
Q4 | $2.85M | Sell |
33,986
-2,526
| -7% | -$212K | 0.17% | 46 |
|
|
2022
Q3 | $4.13M | Buy |
36,512
+3,612
| +11% | +$408K | 0.3% | 37 |
|
|
2022
Q2 | $3.49M | Buy |
32,900
+3,280
| +11% | +$348K | 0.24% | 39 |
|
|
2022
Q1 | $4.83M | Sell |
29,620
-35,740
| -55% | -$5.83M | 0.27% | 40 |
|
|
2021
Q4 | $10.9M | Buy |
65,360
+440
| +0.7% | +$73.4K | 0.6% | 32 |
|
|
2021
Q3 | $10.7M | Buy |
64,920
+1,420
| +2% | +$233K | 0.65% | 32 |
|
|
2021
Q2 | $10.9M | Sell |
63,500
-16,420
| -21% | -$2.82M | 0.67% | 31 |
|
|
2021
Q1 | $12.4M | Buy |
79,920
+1,360
| +2% | +$210K | 0.75% | 26 |
|
|
2020
Q4 | $12.8M | Buy |
78,560
+63,780
| +432% | +$10.4M | 0.8% | 21 |
|
|
2020
Q3 | $2.33M | Buy |
14,780
+640
| +5% | +$101K | 0.3% | 40 |
|
|
2020
Q2 | $1.95M | Buy |
14,140
+1,660
| +13% | +$229K | 0.27% | 39 |
|
|
2020
Q1 | $1.22M | Buy |
12,480
+300
| +2% | +$29.2K | 0.22% | 49 |
|
|
2019
Q4 | $1.13M | Buy |
12,180
+220
| +2% | +$20.3K | 0.15% | 61 |
|
|
2019
Q3 | $1.04M | Sell |
11,960
-2,320
| -16% | -$201K | 0.15% | 63 |
|
|
2019
Q2 | $1.35M | Buy |
14,280
+3,860
| +37% | +$365K | 0.21% | 48 |
|
|
2019
Q1 | $928K | Hold |
10,420
| – | – | 0.15% | 58 |
|
|
2018
Q4 | $782K | Sell |
10,420
-120
| -1% | -$9.01K | 0.15% | 61 |
|
|
2018
Q3 | $1.06M | Hold |
10,540
| – | – | 0.21% | 50 |
|
|
2018
Q2 | $894K | Hold |
10,540
| – | – | 0.33% | 52 |
|
|
2018
Q1 | $761K | Buy |
10,540
+100
| +1% | +$7.22K | 0.32% | 51 |
|
|
2017
Q4 | $609K | Buy |
10,440
+860
| +9% | +$50.2K | 0.26% | 60 |
|
|
2017
Q3 | $461K | Buy |
9,580
+1,740
| +22% | +$83.7K | 0.23% | 61 |
|
|
2017
Q2 | $379K | Buy |
7,840
+940
| +14% | +$45.4K | 0.2% | 70 |
|
|
2017
Q1 | $305K | Buy |
6,900
+740
| +12% | +$32.7K | 0.16% | 76 |
|
|
2016
Q4 | $230K | Buy |
6,160
+1,180
| +24% | +$44.1K | 0.15% | 75 |
|
|
2016
Q3 | $207K | Buy |
+4,980
| New | +$207K | 0.14% | 83 |
|