LFA
Legacy Financial Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.5M | Buy |
43,288
+4,324
| +11% | +$949K | 1.48% | 16 |
|
2025
Q1 | $7.41M | Buy |
38,964
+1,083
| +3% | +$206K | 1.24% | 16 |
|
2024
Q4 | $8.31M | Buy |
37,881
+686
| +2% | +$151K | 1.37% | 16 |
|
2024
Q3 | $6.93M | Buy |
37,195
+1,069
| +3% | +$199K | 1.16% | 16 |
|
2024
Q2 | $6.98M | Buy |
36,126
+1,743
| +5% | +$337K | 1.24% | 17 |
|
2024
Q1 | $6.2M | Buy |
34,383
+2,482
| +8% | +$448K | 1.11% | 18 |
|
2023
Q4 | $4.85M | Buy |
31,901
+3,097
| +11% | +$471K | 0.93% | 18 |
|
2023
Q3 | $3.66M | Buy |
28,804
+4,885
| +20% | +$621K | 0.73% | 20 |
|
2023
Q2 | $3.12M | Buy |
23,919
+3,355
| +16% | +$437K | 0.58% | 22 |
|
2023
Q1 | $2.12M | Buy |
20,564
+4,774
| +30% | +$493K | 0.43% | 22 |
|
2022
Q4 | $1.33M | Sell |
15,790
-3,403
| -18% | -$286K | 0.29% | 38 |
|
2022
Q3 | $2.17M | Buy |
19,193
+1,764
| +10% | +$199K | 0.52% | 25 |
|
2022
Q2 | $1.85M | Buy |
17,429
+16,484
| +1,744% | +$1.75M | 0.46% | 23 |
|
2022
Q1 | $3.08M | Buy |
945
+56
| +6% | +$183K | 0.69% | 15 |
|
2021
Q4 | $2.96M | Buy |
889
+45
| +5% | +$150K | 0.68% | 16 |
|
2021
Q3 | $2.77M | Buy |
844
+90
| +12% | +$296K | 0.68% | 14 |
|
2021
Q2 | $2.59M | Buy |
754
+43
| +6% | +$148K | 0.66% | 14 |
|
2021
Q1 | $2.2M | Buy |
711
+57
| +9% | +$176K | 0.6% | 16 |
|
2020
Q4 | $2.13M | Buy |
654
+56
| +9% | +$182K | 0.6% | 16 |
|
2020
Q3 | $1.88M | Buy |
+598
| New | +$1.88M | 0.57% | 19 |
|
2020
Q1 | – | Sell |
-558
| Closed | -$1.03M | – | 62 |
|
2019
Q4 | $1.03M | Buy |
558
+20
| +4% | +$37K | 0.33% | 30 |
|
2019
Q3 | $934K | Sell |
538
-26
| -5% | -$45.1K | 0.31% | 33 |
|
2019
Q2 | $1.07M | Buy |
564
+24
| +4% | +$45.4K | 0.38% | 25 |
|
2019
Q1 | $962K | Buy |
540
+206
| +62% | +$367K | 0.33% | 28 |
|
2018
Q4 | $502K | Buy |
334
+53
| +19% | +$79.7K | 0.19% | 52 |
|
2018
Q3 | $562K | Buy |
281
+12
| +4% | +$24K | 0.2% | 47 |
|
2018
Q2 | $488K | Buy |
269
+98
| +57% | +$178K | 0.19% | 50 |
|
2018
Q1 | $245K | Buy |
171
+24
| +16% | +$34.4K | 0.1% | 96 |
|
2017
Q4 | $171K | Buy |
+147
| New | +$171K | 0.07% | 128 |
|