Heritage Wealth Management (California)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,188
+10
| +0.2% | +$2.19K | 0.76% | 34 |
|
|
2025
Q1 | $985K | Buy |
5,178
+169
| +3% | +$32.2K | 0.74% | 34 |
|
|
2024
Q4 | $1.1M | Sell |
5,009
-181
| -3% | -$39.7K | 0.79% | 34 |
|
|
2024
Q3 | $967K | Buy |
5,190
+1,046
| +25% | +$195K | 0.69% | 34 |
|
|
2024
Q2 | $801K | Sell |
4,144
-27
| -0.6% | -$5.22K | 0.59% | 37 |
|
|
2024
Q1 | $752K | Sell |
4,171
-74
| -2% | -$13.3K | 0.57% | 38 |
|
|
2023
Q4 | $645K | Buy |
+4,245
| New | +$645K | 0.52% | 36 |
|