Herold Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Buy |
26,843
+564
| +2% | +$124K | 1.23% | 17 |
|
|
2025
Q1 | $5M | Sell |
26,279
-1,474
| -5% | -$280K | 1.1% | 20 |
|
|
2024
Q4 | $6.09M | Sell |
27,753
-584
| -2% | -$128K | 1.33% | 14 |
|
|
2024
Q3 | $5.28M | Sell |
28,337
-226
| -0.8% | -$42.1K | 1.15% | 18 |
|
|
2024
Q2 | $5.52M | Buy |
28,563
+401
| +1% | +$77.5K | 1.28% | 16 |
|
|
2024
Q1 | $5.08M | Buy |
28,162
+9,790
| +53% | +$1.77M | 1.23% | 13 |
|
|
2023
Q4 | $2.79M | Buy |
18,372
+701
| +4% | +$107K | 0.77% | 37 |
|
|
2023
Q3 | $2.25M | Sell |
17,671
-115
| -0.6% | -$14.6K | 0.68% | 40 |
|
|
2023
Q2 | $2.32M | Sell |
17,786
-1,324
| -7% | -$173K | 0.71% | 33 |
|
|
2023
Q1 | $1.97M | Buy |
19,110
+4,494
| +31% | +$464K | 0.68% | 40 |
|
|
2022
Q4 | $1.23M | Buy |
14,616
+836
| +6% | +$70.2K | 0.52% | 66 |
|
|
2022
Q3 | $1.56M | Buy |
13,780
+260
| +2% | +$29.4K | 0.75% | 41 |
|
|
2022
Q2 | $1.44M | Buy |
13,520
+1,540
| +13% | +$163K | 0.64% | 49 |
|
|
2022
Q1 | $1.95M | Buy |
11,980
+6,320
| +112% | +$1.03M | 0.69% | 42 |
|
|
2021
Q4 | $943K | Hold |
5,660
| – | – | 0.37% | 87 |
|
|
2021
Q3 | $929K | Buy |
+5,660
| New | +$929K | 0.36% | 82 |
|