KFA
Kelleher Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
53,861
+987
| +2% | +$217K | 4.1% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
52,874
-812
| -2% | -$154K | 4.01% | 6 |
|
|
2024
Q4 | $11.8M | Buy |
53,686
+1,060
| +2% | +$233K | 4.45% | 6 |
|
|
2024
Q3 | $9.81M | Sell |
52,626
-200
| -0.4% | -$37.3K | 3.74% | 7 |
|
|
2024
Q2 | $10.2M | Sell |
52,826
-105
| -0.2% | -$20.3K | 4.19% | 7 |
|
|
2024
Q1 | $9.55M | Sell |
52,931
-7
| -0% | -$1.26K | 3.96% | 7 |
|
|
2023
Q4 | $8.04M | Sell |
52,938
-55
| -0.1% | -$8.36K | 3.78% | 7 |
|
|
2023
Q3 | $6.74M | Buy |
52,993
+1,134
| +2% | +$144K | 3.45% | 7 |
|
|
2023
Q2 | $6.76M | Buy |
51,859
+8,815
| +20% | +$1.15M | 3.9% | 5 |
|
|
2023
Q1 | $4.45M | Buy |
43,044
+60
| +0.1% | +$6.2K | 2.94% | 6 |
|
|
2022
Q4 | $3.61M | Buy |
42,984
+2,873
| +7% | +$241K | 2.71% | 6 |
|
|
2022
Q3 | $4.53M | Sell |
40,111
-1,210
| -3% | -$137K | 3.25% | 5 |
|
|
2022
Q2 | $4.39M | Buy |
41,321
+39,989
| +3,002% | +$4.25M | 1.97% | 9 |
|
|
2022
Q1 | $4.34M | Buy |
1,332
+198
| +17% | +$645K | 2.4% | 6 |
|
|
2021
Q4 | $3.78M | Sell |
1,134
-352
| -24% | -$1.17M | 2.01% | 7 |
|
|
2021
Q3 | $4.88M | Buy |
1,486
+414
| +39% | +$1.36M | 2.15% | 7 |
|
|
2021
Q2 | $3.69M | Sell |
1,072
-49
| -4% | -$169K | 2.07% | 8 |
|
|
2021
Q1 | $3.47M | Buy |
1,121
+83
| +8% | +$257K | 2.23% | 8 |
|
|
2020
Q4 | $3.38M | Buy |
1,038
+28
| +3% | +$91.2K | 2.54% | 8 |
|
|
2020
Q3 | $3.18M | Sell |
1,010
-62
| -6% | -$195K | 2.64% | 7 |
|
|
2020
Q2 | $2.96M | Buy |
1,072
+8
| +0.8% | +$22.1K | 2.84% | 6 |
|
|
2020
Q1 | $2.07M | Sell |
1,064
-1,224
| -53% | -$2.39M | 2.48% | 7 |
|
|
2019
Q4 | $4.23M | Hold |
2,288
| – | – | 4.26% | 5 |
|
|
2019
Q3 | $3.97M | Sell |
2,288
-98
| -4% | -$170K | 4.84% | 5 |
|
|
2019
Q2 | $4.52M | Buy |
+2,386
| New | +$4.52M | 5.57% | 3 |
|
|
2018
Q4 | $851K | Buy |
567
+114
| +25% | +$171K | 1.37% | 17 |
|
|
2018
Q3 | $906K | Hold |
453
| – | – | 1.18% | 18 |
|
|
2018
Q2 | $770K | Sell |
453
-100
| -18% | -$170K | 1.1% | 19 |
|
|
2018
Q1 | $800K | Buy |
+553
| New | +$800K | 1.09% | 19 |
|
|
2017
Q2 | – | Sell |
-254
| Closed | -$225K | – | 83 |
|
|
2017
Q1 | $225K | Buy |
+254
| New | +$225K | 0.48% | 70 |
|