Heritage Wealth Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.86M | Sell |
9,781
-3,279
| -25% | -$624K | 2.84% | 10 |
|
|
2024
Q4 | $2.87M | Buy |
13,060
+494
| +4% | +$108K | 3.59% | 8 |
|
|
2024
Q3 | $2.34M | Sell |
12,566
-1,321
| -10% | -$246K | 2.75% | 14 |
|
|
2024
Q2 | $2.68M | Buy |
13,887
+1,916
| +16% | +$370K | 3.89% | 7 |
|
|
2024
Q1 | $1.82M | Hold |
11,971
| – | – | 3.71% | 9 |
|
|
2023
Q4 | $1.82M | Sell |
11,971
-205
| -2% | -$31.1K | 3.71% | 9 |
|
|
2023
Q3 | $1.55M | Buy |
12,176
+2,394
| +24% | +$304K | 3.3% | 11 |
|
|
2023
Q2 | $1.28M | Buy |
+9,782
| New | +$1.28M | 0.75% | 33 |
|
|
2023
Q1 | – | Sell |
-10,479
| Closed | -$1.01M | – | 32 |
|
|
2022
Q4 | $1.01M | Buy |
+10,479
| New | +$1.01M | 0.93% | 21 |
|