Homrich & Berg’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$15.3M	Buy	93,100 +3,140	+3%	+$516K	0.34%	24
2021 Q2	$15.5M	Buy	89,960 +8,200	+10%	+$1.41M	0.36%	22
2021 Q1	$12.6M	Sell	81,760 -660	-0.8%	-$102K	0.33%	26
2020 Q4	$13.4M	Buy	82,420 +10,120	+14%	+$1.65M	0.38%	23
2020 Q3	$11.4M	Buy	72,300 +3,960	+6%	+$623K	0.39%	23
2020 Q2	$9.43M	Buy	68,340 +5,360	+9%	+$739K	0.38%	24
2020 Q1	$6.14M	Buy	62,980 +3,300	+6%	+$322K	0.35%	29
2019 Q4	$5.51M	Sell	59,680 -380	-0.6%	-$35.1K	0.26%	34
2019 Q3	$5.21M	Buy	60,060 +340	+0.6%	+$29.5K	0.27%	32
2019 Q2	$5.65M	Buy	59,720 +4,220	+8%	+$399K	0.3%	31
2019 Q1	$4.94M	Buy	55,500 +680	+1%	+$60.5K	0.26%	31
2018 Q4	$4.12M	Buy	54,820 +6,680	+14%	+$502K	0.24%	32
2018 Q3	$4.82M	Buy	48,140 +3,620	+8%	+$363K	0.29%	27
2018 Q2	$3.78M	Buy	44,520 +2,060	+5%	+$175K	0.27%	30
2018 Q1	$3.07M	Buy	42,460 +5,320	+14%	+$385K	0.21%	51
2017 Q4	$2.17M	Buy	37,140 +6,780	+22%	+$397K	0.15%	73
2017 Q3	$1.46M	Sell	30,360 -20	-0.1%	-$961	0.12%	81
2017 Q2	$1.47M	Sell	30,380 -2,080	-6%	-$101K	0.13%	71
2017 Q1	$1.44M	Buy	32,460 +12,120	+60%	+$537K	0.12%	70
2016 Q4	$763K	Sell	20,340 -7,340	-27%	-$275K	0.07%	112
2016 Q3	$1.16M	Buy	27,680 +10,460	+61%	+$438K	0.11%	73
2016 Q2	$616K	Buy	17,220 +4,400	+34%	+$157K	0.06%	120
2016 Q1	$381K	Buy	12,820 +980	+8%	+$29.1K	0.04%	163
2015 Q4	$400K	Buy	11,840 +1,540	+15%	+$52K	0.04%	169
2015 Q3	$264K	Buy	+10,300	New	+$264K	0.03%	206