McClarren 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 | $700K | Buy |
3,191
+780
| +32% | +$171K | 0.46% | 42 |
|
|
2025
Q1 | $607K | Buy |
+2,411
| New | +$607K | 0.4% | 43 |
|
|
2024
Q4 | – | Sell |
-3,344
| Closed | -$2.01K | – | 205 |
|
|
2024
Q3 | $2.01K | Buy |
3,344
+1,219
| +57% | +$731 | 0.25% | 30 |
|
|
2024
Q2 | $864K | Sell |
2,125
-2,300
| -52% | -$935K | 0.6% | 27 |
|
|
2024
Q1 | $799K | Hold |
4,425
| – | – | 0.57% | 31 |
|
|
2023
Q4 | $672K | Buy |
4,425
+1
| +0% | +$152 | 0.51% | 35 |
|
|
2023
Q3 | $561K | Hold |
4,424
| – | – | 0.49% | 34 |
|
|
2023
Q2 | $576K | Buy |
4,424
+580
| +15% | +$75.5K | 0.48% | 36 |
|
|
2023
Q1 | $394K | Hold |
3,844
| – | – | 0.36% | 46 |
|
|
2022
Q4 | $322K | Hold |
3,844
| – | – | 0.31% | 51 |
|
|
2022
Q3 | $434K | Buy |
+3,844
| New | +$434K | 0.43% | 40 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$652K | – | 48 |
|
|
2022
Q1 | $652K | Hold |
4,000
| – | – | 0.47% | 31 |
|
|
2021
Q4 | $665K | Buy |
4,000
+20
| +0.5% | +$3.33K | 0.45% | 33 |
|
|
2021
Q3 | $654K | Buy |
3,980
+100
| +3% | +$16.4K | 0.51% | 27 |
|
|
2021
Q2 | $668K | Buy |
3,880
+20
| +0.5% | +$3.44K | 0.54% | 25 |
|
|
2021
Q1 | $598K | Hold |
3,860
| – | – | 0.53% | 26 |
|
|
2020
Q4 | $628K | Buy |
+3,860
| New | +$628K | 0.6% | 25 |
|