Highland Financial 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 | $985K | Hold |
4,491
| – | – | 0.32% | 30 |
|
|
2025
Q1 | $854K | Sell |
4,491
-1,480
| -25% | -$282K | 0.31% | 31 |
|
|
2024
Q4 | $1.31M | Buy |
5,971
+1,480
| +33% | +$325K | 0.45% | 26 |
|
|
2024
Q3 | $837K | Sell |
4,491
-400
| -8% | -$74.5K | 0.3% | 27 |
|
|
2024
Q2 | $945K | Buy |
4,891
+189
| +4% | +$36.5K | 0.35% | 27 |
|
|
2024
Q1 | $848K | Buy |
4,702
+300
| +7% | +$54.1K | 0.34% | 28 |
|
|
2023
Q4 | $669K | Sell |
4,402
-463
| -10% | -$70.4K | 0.29% | 32 |
|
|
2023
Q3 | $618K | Buy |
4,865
+3
| +0.1% | +$381 | 0.32% | 30 |
|
|
2023
Q2 | $634K | Hold |
4,862
| – | – | 0.33% | 30 |
|
|
2023
Q1 | $502K | Sell |
4,862
-160
| -3% | -$16.5K | 0.27% | 32 |
|
|
2022
Q4 | $422K | Buy |
5,022
+22
| +0.4% | +$1.85K | 0.25% | 32 |
|
|
2022
Q3 | $565K | Hold |
5,000
| – | – | 0.39% | 31 |
|
|
2022
Q2 | $531K | Buy |
+5,000
| New | +$531K | 0.36% | 31 |
|