Heron Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.45M | Buy |
11,127
+79
| +0.7% | +$10.3K | 0.78% | 30 |
|
|
2023
Q1 | $1.14M | Buy |
11,048
+390
| +4% | +$40.3K | 0.63% | 37 |
|
|
2022
Q4 | $886K | Buy |
10,658
+845
| +9% | +$70.2K | 0.59% | 37 |
|
|
2022
Q3 | $1.11M | Sell |
9,813
-100
| -1% | -$11.3K | 0.69% | 34 |
|
|
2022
Q2 | $1.05M | Sell |
9,913
-1,207
| -11% | -$128K | 0.64% | 35 |
|
|
2022
Q1 | $1.81M | Buy |
11,120
+2,020
| +22% | +$329K | 0.94% | 22 |
|
|
2021
Q4 | $1.38M | Sell |
9,100
-80
| -0.9% | -$12.1K | 0.74% | 33 |
|
|
2021
Q3 | $1.51M | Hold |
9,180
| – | – | 0.84% | 26 |
|
|
2021
Q2 | $1.58M | Sell |
9,180
-500
| -5% | -$86K | 0.9% | 24 |
|
|
2021
Q1 | $1.53M | Buy |
9,680
+2,060
| +27% | +$326K | 0.93% | 23 |
|
|
2020
Q4 | $1.21M | Sell |
7,620
-220
| -3% | -$34.8K | 0.83% | 26 |
|
|
2020
Q3 | $1.25M | Sell |
7,840
-120
| -2% | -$19.2K | 1% | 23 |
|
|
2020
Q2 | $1.27M | Buy |
7,960
+480
| +6% | +$76.8K | 1.14% | 21 |
|
|
2020
Q1 | $854K | Hold |
7,480
| – | – | 0.88% | 30 |
|
|
2019
Q4 | $804K | Buy |
+7,480
| New | +$804K | 0.67% | 38 |
|