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Heritage Wealth Partners’s Amazon AMZN Stock Holding History

Heritage Wealth Partners’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.86M Sell
9,781
-3,279
-25% -$712K 2.84% 10
2024
Q4 		$2.87M Buy
13,060
+494
+4% +$101K 3.59% 8
2024
Q3 		$2.34M Sell
12,566
-1,321
-10% -$241K 2.75% 14
2024
Q2 		$2.68M Buy
13,887
+1,916
+16% +$352K 3.89% 7
2024
Q1 		$1.82M Hold
11,971
– – 3.71% 9
2023
Q4 		$1.82M Sell
11,971
-205
-2% -$28.7K 3.71% 9
2023
Q3 		$1.55M Buy
12,176
+2,394
+24% +$321K 3.3% 11
2023
Q2 		$1.28M Buy
+9,782
New +$1.12M 0.75% 33
2023
Q1 		– Sell
-10,479
Closed -$1.01M – 32
2022
Q4 		$1.01M Buy
+10,479
New +$1.04M 0.93% 21

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return