Midwest Heritage Bank’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
1,775
-52
-3% -$11.4K 0.15% 37
2025
Q1
$348K Sell
1,827
-2
-0.1% -$381 0.14% 39
2024
Q4
$401K Sell
1,829
-68
-4% -$14.9K 0.19% 39
2024
Q3
$353K Sell
1,897
-271
-13% -$50.5K 0.17% 42
2024
Q2
$419K Sell
2,168
-10
-0.5% -$1.93K 0.21% 35
2024
Q1
$393K Buy
2,178
+558
+34% +$101K 0.21% 38
2023
Q4
$246K Sell
1,620
-200
-11% -$30.4K 0.17% 46
2023
Q3
$231K Sell
1,820
-296
-14% -$37.6K 0.17% 45
2023
Q2
$276K Buy
+2,116
New +$276K 0.21% 41
2022
Q4
Sell
-1,944
Closed -$220K 63
2022
Q3
$220K Hold
1,944
0.23% 56
2022
Q2
$206K Buy
1,944
+64
+3% +$6.78K 0.19% 62
2022
Q1
$306K Buy
1,880
+200
+12% +$32.6K 0.24% 49
2021
Q4
$280K Buy
+1,680
New +$280K 0.27% 46