Heritage Wealth Management (Ohio)’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.13M	Buy	9,729 +975	+11%	+$214K	0.69%	35
2025 Q1	$1.67M	Buy	8,754 +1,547	+21%	+$294K	0.57%	42
2024 Q4	$1.58M	Buy	7,207 +110	+2%	+$24.1K	0.53%	46
2024 Q3	$1.32M	Sell	7,097 -330	-4%	-$61.5K	0.43%	62
2024 Q2	$1.49M	Buy	+7,427	New	+$1.49M	0.5%	50