Heritage Wealth Management (Arizona)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $206K | Buy |
+1,067
| New | +$206K | 0.11% | 160 |
|
|
2022
Q4 | $1.63M | Buy |
19,426
+9,995
| +106% | +$840K | 0.23% | 72 |
|
|
2022
Q3 | $1.07M | Sell |
9,431
-839
| -8% | -$94.8K | 0.34% | 53 |
|
|
2022
Q2 | $1.09M | Buy |
10,270
+110
| +1% | +$11.7K | 0.36% | 52 |
|
|
2022
Q1 | $1.66M | Buy |
+10,160
| New | +$1.66M | 0.45% | 43 |
|
|
2021
Q3 | $1.47M | Sell |
8,940
-20
| -0.2% | -$3.28K | 0.52% | 39 |
|
|
2021
Q2 | $1.54M | Buy |
8,960
+340
| +4% | +$58.5K | 0.58% | 32 |
|
|
2021
Q1 | $1.33M | Buy |
+8,620
| New | +$1.33M | 0.75% | 29 |
|